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 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 9.9% |
$42.8K - $52.8K
|
1.5K
$545K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$42.8K - $52.8K
|
135
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
135+ 2.82% |
$42.8K - $52.8K
|
4.92K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
133+ 13.01% |
$42.1K - $52K
|
1.16K
$420K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
130+ 11.79% |
$41.2K - $50.8K
|
1.23K
$449K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
128+ 3.26% |
$40.6K - $50.1K
|
4.06K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 3.34% |
$39.9K - $49.3K
|
3.9K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
126+ 2.98% |
$39.9K - $49.3K
|
4.35K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
126+ 0.48% |
$39.9K - $49.3K
|
26.5K
$9.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
126+ 2.64% |
$39.9K - $49.3K
|
4.9K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
125+ 2.04% |
$39.6K - $48.9K
|
6.25K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
125+ 2.26% |
$39.6K - $48.9K
|
5.65K
$2.06M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
125+ 2.7% |
$39.6K - $48.9K
|
4.76K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
124+ 15.03% |
$39.3K - $48.5K
|
949
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
124+ 5.66% |
$39.3K - $48.5K
|
2.31K
$842K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
124+ 11.95% |
$39.3K - $48.5K
|
1.16K
$423K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
123+ 17.77% |
$39K - $48.1K
|
815
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
123+ 1.71% |
$39K - $48.1K
|
7.31K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
123+ 2.15% |
$39K - $48.1K
|
5.83K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
123+ 12.41% |
$39K - $48.1K
|
1.11K
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 3.56% |
$38.6K - $47.7K
|
3.55K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
122+ 2.3% |
$38.6K - $47.7K
|
5.42K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122+ 1.79% |
$38.6K - $47.7K
|
6.94K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
121+ 0.54% |
$38.3K - $47.3K
|
22.4K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121+ 3.45% |
$38.3K - $47.3K
|
3.63K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
119+ 2.82% |
$37.7K - $46.5K
|
4.35K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
119+ 13.69% |
$37.7K - $46.5K
|
988
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
118+ 1.02% |
$37.4K - $46.2K
|
11.7K
$4.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
118+ 1.11% |
$37.4K - $46.2K
|
10.7K
$3.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
116+ 1.61% |
$36.7K - $45.4K
|
7.31K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
115+ 6.66% |
$36.4K - $45K
|
1.84K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
115+ 4.75% |
$36.4K - $45K
|
2.54K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
115+ 1.92% |
$36.4K - $45K
|
6.1K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
113+ 3.54% |
$35.8K - $44.2K
|
3.31K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 3.44% |
$35.5K - $43.8K
|
3.37K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
112+ 4.27% |
$35.5K - $43.8K
|
2.74K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
112+ 2.81% |
$35.5K - $43.8K
|
4.09K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
111+ 0.5% |
$35.2K - $43.4K
|
22.2K
$8.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
110+ 2.52% |
$34.8K - $43K
|
4.48K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
110+ 11.09% |
$34.8K - $43K
|
1.1K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
110New |
$34.8K - $43K
|
110
$40K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 5.81% |
$34.5K - $42.6K
|
1.99K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
109+ 12.34% |
$34.5K - $42.6K
|
992
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109+ 1.57% |
$34.5K - $42.6K
|
7.04K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108+ 7.45% |
$34.2K - $42.2K
|
1.56K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
107+ 11.16% |
$33.9K - $41.8K
|
1.07K
$388K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
107+ 3.18% |
$33.9K - $41.8K
|
3.47K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.08% |
$33.6K - $41.5K
|
128K
$46.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106+ 0.72% |
$33.6K - $41.5K
|
14.9K
$5.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 3.44% |
$33.3K - $41.1K
|
3.16K
$1.15M
|