CAT

Caterpillar Inc

Latest period2024 - Q4Total superinvestors494

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 494 superinvestors own shares of Caterpillar Inc (CAT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Caterpillar Inc (CAT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Caterpillar Inc (CAT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Caterpillar Inc (CAT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Decreased -65.59%
0.66%
$5.032M
13,883 shares@ 362.48 avg price
Debra Newman@Stonebridge Capital Management Inc
Recent Activity
Decreased -0.19%
1.89%
$4.606M
12,697 shares@ 362.77 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Decreased -0.85%
0.96%
$4.57M
12,597 shares@ 362.77 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -3.56%
0.22%
$4.459M
12,291 shares@ 362.76 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -1.62%
0.27%
$4.161M
11,469 shares@ 362.78 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Decreased -1.63%
1.16%
$4.119M
11,354 shares@ 362.79 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -0.39%
0.24%
$3.869M
10,666 shares@ 362.75 avg price
Scott Hemmann@Consolidated Capital Management, Llc
Recent Activity
Decreased -1.91%
1.53%
$3.49M
9,620 shares@ 362.75 avg price
John J. Crowley III@Mitchell Mcleod Pugh & Williams Inc
Recent Activity
Decreased -7.71%
0.73%
$3.438M
9,477 shares@ 362.78 avg price
Ashleigh Swayze@Brendel Financial Advisors Llc
Recent Activity
Decreased -4.96%
2.07%
$3.411M
9,403 shares@ 362.76 avg price