Purchases and Sales Made in Q3 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 2024. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
424+ 0.59% |
$134K - $166K
|
72.8K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
421+ 9.61% |
$133K - $165K
|
4.8K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
420+ 5.82% |
$133K - $164K
|
7.64K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
419+ 32.91% |
$133K - $164K
|
1.69K
$636K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
412+ 8.6% |
$131K - $161K
|
5.2K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
408+ 117.24% |
$129K - $160K
|
756
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
407+ 15.03% |
$129K - $159K
|
3.12K
$1.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
404+ 2.73% |
$128K - $158K
|
15.2K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 19.91% |
$127K - $157K
|
2.42K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400+ 8.23% |
$127K - $156K
|
5.26K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 1.25% |
$127K - $156K
|
32.5K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.5% |
$127K - $156K
|
81K
$30.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
397+ 2.3% |
$126K - $155K
|
17.6K
$6.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
397+ 7.2% |
$126K - $155K
|
5.91K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
397+ 24.37% |
$126K - $155K
|
2.03K
$761K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
390+ 15.79% |
$124K - $153K
|
2.86K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
389+ 8.54% |
$123K - $152K
|
4.95K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
386+ 3.23% |
$122K - $151K
|
12.3K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
386+ 7.12% |
$122K - $151K
|
5.81K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
376+ 34.88% |
$119K - $147K
|
1.45K
$546K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
376+ 2.91% |
$119K - $147K
|
13.3K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
370+ 7.07% |
$117K - $145K
|
5.6K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
365+ 12.23% |
$116K - $143K
|
3.35K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
365+ 0.63% |
$116K - $143K
|
58.3K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
365+ 11.81% |
$116K - $143K
|
3.46K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
357+ 10.7% |
$113K - $140K
|
3.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
356New |
$113K - $139K
|
356
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
350+ 7.22% |
$111K - $137K
|
5.2K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
347+ 0.81% |
$110K - $136K
|
43K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
344+ 4.94% |
$109K - $135K
|
7.31K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
335+ 10.31% |
$106K - $131K
|
3.59K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
335+ 6.02% |
$106K - $131K
|
5.9K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
331+ 5.28% |
$105K - $129K
|
6.6K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
327+ 1.86% |
$104K - $128K
|
17.9K
$6.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
326+ 9.03% |
$103K - $128K
|
3.94K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321+ 3.05% |
$102K - $126K
|
10.8K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
321+ 6.63% |
$102K - $126K
|
5.16K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
320+ 2.44% |
$101K - $125K
|
13.4K
$5.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
320+ 0.4% |
$101K - $125K
|
80.7K
$30.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
319New |
$101K - $125K
|
319
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
315+ 6.09% |
$99.8K - $123K
|
5.49K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
314+ 9.03% |
$99.5K - $123K
|
3.79K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
313New |
$99.2K - $122K
|
313
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
313+ 21.81% |
$99.2K - $122K
|
1.75K
$657K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
311+ 23.11% |
$98.5K - $122K
|
1.66K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
310+ 2.42% |
$98.2K - $121K
|
13.1K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
310+ 4.07% |
$98.2K - $121K
|
7.94K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
310+ 2.54% |
$98.2K - $121K
|
12.5K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
309+ 11.21% |
$97.9K - $121K
|
3.07K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
308+ 6.2% |
$97.6K - $120K
|
5.27K
$1.98M
|