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 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
250+ 3.15% |
$79.2K - $97.8K
|
8.19K
$3.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
250+ 1.66% |
$79.2K - $97.8K
|
15.3K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 33.88% |
$79.2K - $97.8K
|
988
$397K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
248+ 26.41% |
$78.6K - $97K
|
1.19K
$477K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
248+ 6.78% |
$78.6K - $97K
|
3.91K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
246+ 10.06% |
$77.9K - $96.2K
|
2.69K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
245+ 12.35% |
$77.6K - $95.8K
|
2.23K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
237+ 11.22% |
$75.1K - $92.7K
|
2.35K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
236+ 18.14% |
$74.8K - $92.3K
|
1.54K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
236+ 2.32% |
$74.8K - $92.3K
|
10.4K
$4.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
232+ 0.41% |
$73.5K - $90.7K
|
56.8K
$22.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
232+ 37.3% |
$73.5K - $90.7K
|
854
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
229+ 20.52% |
$72.5K - $89.6K
|
1.35K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
229+ 1.03% |
$72.5K - $89.6K
|
22.5K
$9.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
227+ 2.77% |
$71.9K - $88.8K
|
8.42K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
225+ 7.53% |
$71.3K - $88K
|
3.21K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
224+ 0.96% |
$71K - $87.6K
|
23.7K
$9.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
223+ 1.7% |
$70.6K - $87.2K
|
13.4K
$5.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
222+ 1.03% |
$70.3K - $86.8K
|
21.7K
$8.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
221+ 7.24% |
$70K - $86.4K
|
3.27K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
221+ 22.64% |
$70K - $86.4K
|
1.2K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
220+ 31.88% |
$69.7K - $86K
|
910
$366K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
215+ 0.54% |
$68.1K - $84.1K
|
40.2K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
215+ 1.91% |
$68.1K - $84.1K
|
11.5K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
215+ 8.81% |
$68.1K - $84.1K
|
2.66K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
214+ 30.14% |
$67.8K - $83.7K
|
924
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
214+ 3.81% |
$67.8K - $83.7K
|
5.83K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
211New |
$66.8K - $82.5K
|
211
$84.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 1.46% |
$66.5K - $82.1K
|
14.5K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
207+ 10.59% |
$65.6K - $81K
|
2.16K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
206+ 234.09% |
$65.3K - $80.6K
|
294
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 5.37% |
$65.3K - $80.6K
|
4.04K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
205+ 15.75% |
$64.9K - $80.2K
|
1.51K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
203+ 17.82% |
$64.3K - $79.4K
|
1.34K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
201+ 1.57% |
$63.7K - $78.6K
|
13K
$5.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 21.46% |
$63.4K - $78.2K
|
1.13K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 11.35% |
$63.4K - $78.2K
|
1.96K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 0.54% |
$63.4K - $78.2K
|
37.4K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
200+ 6.79% |
$63.4K - $78.2K
|
3.14K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 17.83% |
$63.4K - $78.2K
|
1.32K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 10.16% |
$63.4K - $78.2K
|
2.17K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
199+ 9.23% |
$63K - $77.8K
|
2.36K
$948K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
198+ 12.12% |
$62.7K - $77.4K
|
1.83K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
197+ 20.54% |
$62.4K - $77.1K
|
1.16K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
197+ 1.36% |
$62.4K - $77.1K
|
14.7K
$5.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
196+ 2.04% |
$62.1K - $76.7K
|
9.82K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
195+ 8.37% |
$61.8K - $76.3K
|
2.53K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
194+ 20.97% |
$61.5K - $75.9K
|
1.12K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
191+ 4.72% |
$60.5K - $74.7K
|
4.24K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
191+ 6.36% |
$60.5K - $74.7K
|
3.19K
$1.28M
|