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 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 35.03% |
$17.4K - $21.5K
|
212
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
55+ 4.3% |
$17.4K - $21.5K
|
1.34K
$502K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 46.96% |
$17.1K - $21.1K
|
169
$63.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
53+ 4.15% |
$16.8K - $20.7K
|
1.33K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
53+ 1.37% |
$16.8K - $20.7K
|
3.93K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 5.99% |
$16.5K - $20.3K
|
920
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 2.98% |
$16.2K - $19.9K
|
1.76K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
51+ 2.78% |
$16.2K - $19.9K
|
1.89K
$709K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
51+ 2.52% |
$16.2K - $19.9K
|
2.08K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
51+ 3.77% |
$16.2K - $19.9K
|
1.4K
$527K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
51+ 3.62% |
$16.2K - $19.9K
|
1.46K
$548K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 5.98% |
$15.8K - $19.6K
|
886
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 47.17% |
$15.8K - $19.6K
|
156
$58.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
50+ 0.12% |
$15.8K - $19.6K
|
42.9K
$16.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.03% |
$15.8K - $19.6K
|
4.9K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
50+ 2.56% |
$15.8K - $19.6K
|
2K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
50New |
$15.8K - $19.6K
|
50
$18.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 23.92% |
$15.8K - $19.6K
|
259
$97.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
50+ 3.42% |
$15.8K - $19.6K
|
1.51K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
50+ 0.47% |
$15.8K - $19.6K
|
10.8K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50+ 2.52% |
$15.8K - $19.6K
|
2.03K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
49+ 3.42% |
$15.5K - $19.2K
|
1.48K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 1.51% |
$15.2K - $18.8K
|
3.24K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 3.86% |
$14.9K - $18.4K
|
1.26K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
47+ 0.34% |
$14.9K - $18.4K
|
13.9K
$5.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 1.24% |
$14.6K - $18K
|
3.76K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
46+ 0.47% |
$14.6K - $18K
|
9.91K
$3.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 3.39% |
$14.3K - $17.6K
|
1.37K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
45+ 0.58% |
$14.3K - $17.6K
|
7.83K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 2.69% |
$14.3K - $17.6K
|
1.72K
$644K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
44+ 1.69% |
$13.9K - $17.2K
|
2.64K
$992K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$541K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 67.69% |
$13.9K - $17.2K
|
109
$41K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
44+ 0.58% |
$13.9K - $17.2K
|
7.67K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
43+ 2.37% |
$13.6K - $16.8K
|
1.86K
$698K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 2.98% |
$13.6K - $16.8K
|
1.49K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.28% |
$13.6K - $16.8K
|
15.6K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
42+ 15.27% |
$13.3K - $16.4K
|
317
$119K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.34% |
$13.3K - $16.4K
|
12.4K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
42+ 0.69% |
$13.3K - $16.4K
|
6.13K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
41+ 3.61% |
$13K - $16K
|
1.18K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
41+ 0.24% |
$13K - $16K
|
16.9K
$6.35M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.77% |
$12.7K - $15.6K
|
5.27K
$1.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39+ 2.66% |
$12.4K - $15.3K
|
1.5K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 3.49% |
$12.4K - $15.3K
|
1.16K
$435K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39+ 1.33% |
$12.4K - $15.3K
|
2.98K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
39+ 0.65% |
$12.4K - $15.3K
|
6K
$2.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$14.7K
|