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 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
78+ 0.67% |
$24.7K - $30.5K
|
11.7K
$4.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
77+ 8.25% |
$24.4K - $30.1K
|
1.01K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.06% |
$24.4K - $30.1K
|
129K
$48.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 2.47% |
$24.1K - $29.7K
|
3.16K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
76+ 8.76% |
$24.1K - $29.7K
|
944
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
76+ 0.96% |
$24.1K - $29.7K
|
8.03K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
75+ 15.21% |
$23.8K - $29.3K
|
568
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
75+ 0.68% |
$23.8K - $29.3K
|
11.1K
$4.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 3.01% |
$23.4K - $28.9K
|
2.54K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.56% |
$23.4K - $28.9K
|
4.82K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
73+ 4.32% |
$23.1K - $28.6K
|
1.76K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
73+ 0.53% |
$23.1K - $28.6K
|
13.7K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 9.18% |
$22.8K - $28.2K
|
856
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
71+ 7.1% |
$22.5K - $27.8K
|
1.07K
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
71+ 6.1% |
$22.5K - $27.8K
|
1.23K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 3.32% |
$22.5K - $27.8K
|
2.21K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.44% |
$22.5K - $27.8K
|
16.1K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.64% |
$22.5K - $27.8K
|
11.2K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$21.9K - $27K
|
7.63K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
68+ 0.73% |
$21.5K - $26.6K
|
9.4K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
68+ 2.82% |
$21.5K - $26.6K
|
2.48K
$931K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
68+ 0.49% |
$21.5K - $26.6K
|
13.8K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
67+ 4.75% |
$21.2K - $26.2K
|
1.48K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
67+ 0.36% |
$21.2K - $26.2K
|
18.7K
$7.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
66+ 2.12% |
$20.9K - $25.8K
|
3.19K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
66+ 2.81% |
$20.9K - $25.8K
|
2.41K
$907K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
66+ 6.53% |
$20.9K - $25.8K
|
1.08K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
64+ 3.81% |
$20.3K - $25K
|
1.74K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
63+ 0.66% |
$20K - $24.6K
|
9.59K
$3.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
63+ 6.5% |
$20K - $24.6K
|
1.03K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 0.26% |
$19.3K - $23.9K
|
23.8K
$8.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 10.13% |
$19.3K - $23.9K
|
663
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.88% |
$19.3K - $23.9K
|
2.18K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
60+ 0.95% |
$19K - $23.5K
|
6.34K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.65% |
$19K - $23.5K
|
9.23K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
60+ 0.59% |
$19K - $23.5K
|
10.2K
$3.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
59+ 1.33% |
$18.7K - $23.1K
|
4.49K
$1.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
59+ 0.23% |
$18.7K - $23.1K
|
25.9K
$9.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
59+ 1.42% |
$18.7K - $23.1K
|
4.22K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 1.21% |
$18.7K - $23.1K
|
4.95K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59+ 4.35% |
$18.7K - $23.1K
|
1.42K
$532K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58+ 0.79% |
$18.4K - $22.7K
|
7.39K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.22% |
$18.4K - $22.7K
|
4.83K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
58+ 1.83% |
$18.4K - $22.7K
|
3.23K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 2.9% |
$18.4K - $22.7K
|
2.06K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
58+ 7.09% |
$18.4K - $22.7K
|
876
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
56+ 0.8% |
$17.7K - $21.9K
|
7.06K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
55+ 1.85% |
$17.4K - $21.5K
|
3.02K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
55+ 1.09% |
$17.4K - $21.5K
|
5.1K
$1.92M
|