CAT

Caterpillar Inc

Latest period2024 - Q4Total superinvestors494

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Mark Andraos@Hudson Capital Management Llc Recent Activity Increased 0.61%	1.23%	$3.952M 10,895 shares@ 362.77 avg price	Increased 0.61%
Stephanie Nee@Harbor Capital Advisors, Inc. Recent Activity Increased 2.24%	0.18%	$3.933M 10,843 shares@ 362.73 avg price	Increased 2.24%
Benjamin S. Littman@Pure Financial Advisors, Llc Recent Activity Increased 4.3%	0.09%	$3.881M 10,699 shares@ 362.78 avg price	Increased 4.3%
MICHELLE ELDRIDGE@Bnc Wealth Management, Llc Recent Activity Increased 5.49%	1.27%	$3.836M 10,574 shares@ 362.75 avg price	Increased 5.49%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 0.32%	0.37%	$3.494M 9,632 shares@ 362.77 avg price	Increased 0.32%
Patricia Hatzfeld@Ritholtz Wealth Management Recent Activity Increased 25.39%	0.11%	$3.476M 9,583 shares@ 362.78 avg price	Increased 25.39%
Lynn L. Chen-Zhang@Zhang Financial Llc Recent Activity Increased 8.74%	0.2%	$3.322M 9,158 shares@ 362.76 avg price	Increased 8.74%
David Bordes@Cullen Investment Group, Ltd. Recent Activity Increased 0.61%	0.47%	$3.179M 8,763 shares@ 362.76 avg price	Increased 0.61%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 7.35%	0.27%	$3.107M 8,566 shares@ 362.75 avg price	Increased 7.35%
Sean T. Cleary@Ballentine Partners, Llc Recent Activity Increased 1.5%	0.06%	$3.079M 8,486 shares@ 362.78 avg price	Increased 1.5%