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
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 7.69%
0.15%
$1.56M
4,301 shares@ 362.73 avg price
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
Increased 0.18%
0.07%
$1.463M
4,034 shares@ 362.78 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 0.93%
0.22%
$1.381M
3,808 shares@ 362.74 avg price
Brandon Tieso@Intrack Investment Management Inc
Recent Activity
Increased 65.14%
0.99%
$1.415M
3,808 shares@ 371.58 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 0.06%
0.66%
$1.33M
3,665 shares@ 362.79 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 15.72%
0.13%
$1.325M
3,652 shares@ 362.79 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 13.12%
0.46%
$1.289M
3,468 shares@ 371.62 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 93.87%
0.05%
$1.238M
3,414 shares@ 362.76 avg price
Sarah Grover@Bath Savings Trust Co
Recent Activity
Increased 1.59%
0.13%
$1.234M
3,402 shares@ 362.77 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Increased 3.3%
0.53%
$1.194M
3,291 shares@ 362.81 avg price