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
John Fortier III@St Germain D J Co Inc Recent Activity Increased 29.69%	0.14%	$3.027M 8,345 shares@ 362.78 avg price	Increased 29.69%
Terry M. Stanford@Diversified Trust Co Recent Activity Increased 1.89%	0.07%	$2.767M 7,627 shares@ 362.77 avg price	Increased 1.89%
Mark Fiskio@Empirical Asset Management, Llc Recent Activity Increased 455.29%	0.18%	$516,837 7,624 shares@ 67.8 avg price	Increased 455.29%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 7.09%	0.14%	$2.573M 7,331 shares@ 351.0 avg price	Increased 7.09%
JOSEPH STOCK@Lake Street Private Wealth, Llc Recent Activity Increased 3.96%	0.42%	$2.604M 7,179 shares@ 362.78 avg price	Increased 3.96%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 3.09%	1.21%	$2.45M 6,753 shares@ 362.78 avg price	Increased 3.09%
Moying Lu@Eads & Heald Wealth Management Recent Activity Increased 5.04%	1.15%	$2.337M 6,442 shares@ 362.78 avg price	Increased 5.04%
Camille Mobley@Insight Wealth Strategies, Llc Recent Activity Increased 2.61%	0.32%	$2.326M 6,412 shares@ 362.75 avg price	Increased 2.61%
Bill Andrakakos@Aaron Wealth Advisors Llc Recent Activity Increased 6.56%	0.26%	$2.212M 6,096 shares@ 362.79 avg price	Increased 6.56%
STEVEN SHILLING@Cnb Bank Recent Activity Increased 2.32%	1%	$2.148M 5,921 shares@ 362.77 avg price	Increased 2.32%