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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
176+ 3.09% |
$55.8K - $68.8K
|
5.88K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
172+ 23.76% |
$54.5K - $67.3K
|
896
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
171+ 2.41% |
$54.2K - $66.9K
|
7.27K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 19.36% |
$53.9K - $66.5K
|
1.05K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
170+ 11.13% |
$53.9K - $66.5K
|
1.7K
$638K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.45% |
$53.9K - $66.5K
|
5.1K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
169+ 25.38% |
$53.5K - $66.1K
|
835
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
166+ 2.99% |
$52.6K - $64.9K
|
5.72K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
165+ 0.86% |
$52.3K - $64.5K
|
19.3K
$7.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
165+ 5.88% |
$52.3K - $64.5K
|
2.97K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
163+ 6.21% |
$51.6K - $63.8K
|
2.79K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
162+ 2.88% |
$51.3K - $63.4K
|
5.78K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
162+ 10.53% |
$51.3K - $63.4K
|
1.7K
$639K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
160+ 2.85% |
$50.7K - $62.6K
|
5.78K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
159+ 7.09% |
$50.4K - $62.2K
|
2.4K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
158+ 5.63% |
$50.1K - $61.8K
|
2.97K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
157+ 0.92% |
$49.7K - $61.4K
|
17.2K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
157+ 2.5% |
$49.7K - $61.4K
|
6.45K
$2.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
156+ 1.42% |
$49.4K - $61K
|
11.2K
$4.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
156+ 23.32% |
$49.4K - $61K
|
825
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
156+ 1.68% |
$49.4K - $61K
|
9.46K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
156+ 11.7% |
$49.4K - $61K
|
1.49K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 3.22% |
$49.4K - $61K
|
5.01K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
154+ 3.93% |
$48.8K - $60.2K
|
4.08K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
153+ 18.59% |
$48.5K - $59.8K
|
976
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
152+ 15.9% |
$48.2K - $59.5K
|
1.11K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
152+ 6.84% |
$48.2K - $59.5K
|
2.37K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
151+ 4.38% |
$47.8K - $59.1K
|
3.6K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
150+ 5.45% |
$47.5K - $58.7K
|
2.9K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 6.41% |
$47.5K - $58.7K
|
2.49K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
150+ 5.28% |
$47.5K - $58.7K
|
2.99K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
150+ 9.74% |
$47.5K - $58.7K
|
1.69K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
149+ 3.73% |
$47.2K - $58.3K
|
4.15K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
149+ 1.58% |
$47.2K - $58.3K
|
9.56K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
147+ 6.62% |
$46.6K - $57.5K
|
2.37K
$890K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
145+ 7.83% |
$45.9K - $56.7K
|
2K
$751K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
145+ 0.88% |
$45.9K - $56.7K
|
16.7K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$45.9K - $56.7K
|
145
$54.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
143+ 4.25% |
$45.3K - $55.9K
|
3.5K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
142+ 3.17% |
$45K - $55.5K
|
4.63K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
142+ 0.29% |
$45K - $55.5K
|
49K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
141+ 9.43% |
$44.7K - $55.1K
|
1.64K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
141+ 0.53% |
$44.7K - $55.1K
|
27K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
140+ 5.99% |
$44.4K - $54.8K
|
2.48K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
140+ 40.11% |
$44.4K - $54.8K
|
489
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
139+ 18.29% |
$44K - $54.4K
|
899
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
138+ 3.76% |
$43.7K - $54K
|
3.81K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
137+ 20.73% |
$43.4K - $53.6K
|
798
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
136+ 14.75% |
$43.1K - $53.2K
|
1.06K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
136+ 5.13% |
$43.1K - $53.2K
|
2.79K
$1.05M
|