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
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.52%
0.55%
$5.493M
15,143 shares@ 362.77 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -2.68%
0.2%
$5.39M
14,857 shares@ 362.77 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.47%
0.15%
$5.38M
14,830 shares@ 362.77 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -0.51%
0.1%
$5.149M
14,194 shares@ 362.77 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Decreased -65.59%
0.66%
$5.032M
13,883 shares@ 362.48 avg price
Lon M. Magness@Reliant Investment Management, Llc
Recent Activity
Increased 3.86%
2.23%
$5.033M
13,875 shares@ 362.76 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Increased 3.75%
0.53%
$4.811M
13,264 shares@ 362.75 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Increased 17.65%
0.33%
$4.81M
13,260 shares@ 362.75 avg price
Mike Turner@B & T Capital Management Dba Alpha Capital Management
Recent Activity
Increased 1.09%
0.88%
$4.762M
13,128 shares@ 362.78 avg price
Debra Newman@Stonebridge Capital Management Inc
Recent Activity
Decreased -0.19%
1.89%
$4.606M
12,697 shares@ 362.77 avg price