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 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
222+ 1.03% |
$70.3K - $86.8K
|
21.7K
$8.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
221+ 7.24% |
$70K - $86.4K
|
3.27K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
221+ 22.64% |
$70K - $86.4K
|
1.2K
$450K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
220+ 31.88% |
$69.7K - $86K
|
910
$342K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
215+ 0.54% |
$68.1K - $84.1K
|
40.2K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
215+ 1.91% |
$68.1K - $84.1K
|
11.5K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
215+ 8.81% |
$68.1K - $84.1K
|
2.66K
$998K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
214+ 30.14% |
$67.8K - $83.7K
|
924
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
214+ 3.81% |
$67.8K - $83.7K
|
5.83K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
211New |
$66.8K - $82.5K
|
211
$79.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 1.46% |
$66.5K - $82.1K
|
14.5K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
207+ 10.59% |
$65.6K - $81K
|
2.16K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
206+ 234.09% |
$65.3K - $80.6K
|
294
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 5.37% |
$65.3K - $80.6K
|
4.04K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
205+ 15.75% |
$64.9K - $80.2K
|
1.51K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
203+ 17.82% |
$64.3K - $79.4K
|
1.34K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
201+ 1.57% |
$63.7K - $78.6K
|
13K
$4.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 21.46% |
$63.4K - $78.2K
|
1.13K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 11.35% |
$63.4K - $78.2K
|
1.96K
$737K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 0.54% |
$63.4K - $78.2K
|
37.4K
$14M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
200+ 6.79% |
$63.4K - $78.2K
|
3.14K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 17.83% |
$63.4K - $78.2K
|
1.32K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 10.16% |
$63.4K - $78.2K
|
2.17K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
199+ 9.23% |
$63K - $77.8K
|
2.36K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
198+ 12.12% |
$62.7K - $77.4K
|
1.83K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
197+ 20.54% |
$62.4K - $77.1K
|
1.16K
$434K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
197+ 1.36% |
$62.4K - $77.1K
|
14.7K
$5.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
196+ 2.04% |
$62.1K - $76.7K
|
9.82K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
195+ 8.37% |
$61.8K - $76.3K
|
2.53K
$949K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
194+ 20.97% |
$61.5K - $75.9K
|
1.12K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
191+ 4.72% |
$60.5K - $74.7K
|
4.24K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
191+ 6.36% |
$60.5K - $74.7K
|
3.19K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
189+ 8.23% |
$59.9K - $73.9K
|
2.49K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
189+ 5.9% |
$59.9K - $73.9K
|
3.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
188+ 0.95% |
$59.6K - $73.5K
|
20K
$7.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
187+ 8.37% |
$59.2K - $73.1K
|
2.42K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
187+ 0.27% |
$59.2K - $73.1K
|
70K
$26.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
186+ 10.37% |
$58.9K - $72.7K
|
1.98K
$744K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
186+ 27.76% |
$58.9K - $72.7K
|
856
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
186+ 3.07% |
$58.9K - $72.7K
|
6.24K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
185+ 19.41% |
$58.6K - $72.4K
|
1.14K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
183+ 1.15% |
$58K - $71.6K
|
16.1K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
183+ 3.78% |
$58K - $71.6K
|
5.03K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182+ 2.86% |
$57.7K - $71.2K
|
6.55K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
181+ 17.22% |
$57.3K - $70.8K
|
1.23K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180+ 0.79% |
$57K - $70.4K
|
22.8K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
179+ 1.37% |
$56.7K - $70K
|
13.3K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
177+ 16.31% |
$56.1K - $69.2K
|
1.26K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
177+ 7.69% |
$56.1K - $69.2K
|
2.48K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 7.77% |
$55.8K - $68.8K
|
2.44K
$917K
|