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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
331+ 33.74% |
$105K - $129K
|
1.31K
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
327+ 1.86% |
$104K - $128K
|
17.9K
$7.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
326+ 9.03% |
$103K - $128K
|
3.94K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321+ 3.05% |
$102K - $126K
|
10.8K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
321+ 6.63% |
$102K - $126K
|
5.16K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
320+ 2.44% |
$101K - $125K
|
13.4K
$5.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
320+ 0.4% |
$101K - $125K
|
80.7K
$32.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
319New |
$101K - $125K
|
319
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
315+ 6.09% |
$99.8K - $123K
|
5.49K
$2.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
314+ 9.03% |
$99.5K - $123K
|
3.79K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
313New |
$99.2K - $122K
|
313
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
313+ 21.81% |
$99.2K - $122K
|
1.75K
$703K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
311+ 23.11% |
$98.5K - $122K
|
1.66K
$666K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
310+ 2.42% |
$98.2K - $121K
|
13.1K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
310+ 4.07% |
$98.2K - $121K
|
7.94K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
310+ 2.54% |
$98.2K - $121K
|
12.5K
$5.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
309+ 11.21% |
$97.9K - $121K
|
3.07K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
308+ 6.2% |
$97.6K - $120K
|
5.27K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
305+ 17.69% |
$96.6K - $119K
|
2.03K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
304+ 4.27% |
$96.3K - $119K
|
7.43K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
304+ 22.0% |
$96.3K - $119K
|
1.69K
$678K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
301+ 40.73% |
$95.4K - $118K
|
1.04K
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
301+ 4.73% |
$95.4K - $118K
|
6.67K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
299+ 16.08% |
$94.7K - $117K
|
2.16K
$868K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
296+ 7.52% |
$93.8K - $116K
|
4.23K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
296+ 29.63% |
$93.8K - $116K
|
1.3K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
293+ 4.29% |
$92.8K - $115K
|
7.12K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
291+ 1.47% |
$92.2K - $114K
|
20.1K
$8.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
290+ 1.26% |
$91.9K - $113K
|
23.4K
$9.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
289+ 4.88% |
$91.6K - $113K
|
6.21K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
287+ 3.61% |
$90.9K - $112K
|
8.24K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 1.9% |
$90.3K - $111K
|
15.2K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
283+ 10.64% |
$89.7K - $111K
|
2.94K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
281+ 1.48% |
$89K - $110K
|
19.2K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
279+ 3.26% |
$88.4K - $109K
|
8.85K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
276+ 6.41% |
$87.4K - $108K
|
4.59K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
274+ 11.02% |
$86.8K - $107K
|
2.76K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
273+ 5.64% |
$86.5K - $107K
|
5.11K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
272+ 6.25% |
$86.2K - $106K
|
4.62K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
271+ 4.44% |
$85.9K - $106K
|
6.38K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
267+ 1.53% |
$84.6K - $104K
|
17.7K
$7.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
266+ 1.56% |
$84.3K - $104K
|
17.3K
$6.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
263+ 38.01% |
$83.3K - $103K
|
955
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
263+ 1.16% |
$83.3K - $103K
|
23K
$9.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
262+ 3.28% |
$83K - $102K
|
8.26K
$3.32M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
261+ 2.55% |
$82.7K - $102K
|
10.5K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
259+ 0.62% |
$82.1K - $101K
|
42.1K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
253+ 34.05% |
$80.2K - $99K
|
996
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
250+ 68.68% |
$79.2K - $97.8K
|
614
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 4.04% |
$79.2K - $97.8K
|
6.44K
$2.59M
|