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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37.7KNew |
$11.9M - $14.7M
|
37.7K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
37.3KNew |
$11.8M - $14.6M
|
37.3K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.7K+ 25.72% |
$10.7M - $13.2M
|
165K
$60M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
32.4K+ 2277.12% |
$10.3M - $12.7M
|
33.9K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
31.2K+ 37.74% |
$9.87M - $12.2M
|
114K
$41.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
30.6K+ 2.32% |
$9.7M - $12M
|
1.35M
$491M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
30.2K+ 248.68% |
$9.56M - $11.8M
|
42.3K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
29.1K+ 0.95% |
$9.22M - $11.4M
|
3.1M
$1.13B
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
29K+ 24.14% |
$9.19M - $11.3M
|
149K
$54.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.8K+ 976.01% |
$9.14M - $11.3M
|
31.8K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.8K+ 70.25% |
$9.13M - $11.3M
|
69.9K
$25.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.6K+ 27.03% |
$9.07M - $11.2M
|
134K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 5.65% |
$8.53M - $10.5M
|
503K
$183M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
25.6K+ 3.86% |
$8.1M - $10M
|
688K
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
25.6K+ 11.12% |
$8.1M - $10M
|
255K
$93M
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
24.7K+ 363.42% |
$7.81M - $9.64M
|
31.4K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.6K+ 2.8% |
$7.79M - $9.61M
|
901K
$328M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
24K+ 871.99% |
$7.61M - $9.4M
|
26.8K
$9.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
24K+ 3.83% |
$7.6M - $9.39M
|
650K
$237M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.8K+ 10.3% |
$6.92M - $8.55M
|
234K
$85.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 126.7% |
$6.86M - $8.47M
|
38.7K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
19.9K+ 27.79% |
$6.32M - $7.8M
|
91.7K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$6.31M - $7.79M
|
19.9K
$7.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.4K+ 7.28% |
$6.15M - $7.59M
|
286K
$104M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
18.6KNew |
$5.9M - $7.29M
|
18.6K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
BUY
|
- |
18K+ 541.06% |
$5.71M - $7.06M
|
21.4K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
17.9K+ 6.56% |
$5.68M - $7.01M
|
291K
$106M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
17.5KNew |
$5.53M - $6.83M
|
17.5K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
17.1KNew |
$5.4M - $6.67M
|
17.1K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
16.7KNew |
$5.29M - $6.54M
|
16.7K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16.7K+ 1120.6% |
$5.29M - $6.53M
|
18.2K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3K+ 151.19% |
$5.17M - $6.38M
|
27.1K
$9.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 21.9% |
$4.59M - $5.66M
|
80.6K
$29.3M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
14.4K+ 11.4% |
$4.56M - $5.63M
|
141K
$51.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
13.8K+ 13.02% |
$4.38M - $5.4M
|
120K
$43.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.9K+ 33.48% |
$4.1M - $5.06M
|
51.6K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
12.5K+ 8.89% |
$3.96M - $4.88M
|
153K
$55.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.3K+ 45.65% |
$3.91M - $4.82M
|
39.3K
$14.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.3K+ 139.15% |
$3.89M - $4.81M
|
21.1K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12.3K+ 6.07% |
$3.89M - $4.8M
|
215K
$78.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
12.2K+ 15.78% |
$3.86M - $4.76M
|
89.3K
$32.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.1K+ 2.39% |
$3.83M - $4.73M
|
517K
$188M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12K+ 25.41% |
$3.79M - $4.67M
|
59K
$21.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.5K+ 8.76% |
$3.64M - $4.5M
|
143K
$51.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.5K+ 4.25% |
$3.64M - $4.49M
|
282K
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
11.4K+ 25.2% |
$3.62M - $4.46M
|
56.7K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.4KNew |
$3.61M - $4.46M
|
11.4K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$3.54M - $4.37M
|
11.2K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
11.1K+ 3.7% |
$3.52M - $4.34M
|
311K
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.9K+ 4.1% |
$3.45M - $4.26M
|
277K
$101M
|