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
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
24+ 0.56% |
$7.6K - $9.39K
|
4.29K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 0.86% |
$7.6K - $9.39K
|
2.83K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 3.81% |
$7.29K - $9K
|
626
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.19% |
$7.29K - $9K
|
12.2K
$4.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23+ 0.69% |
$7.29K - $9K
|
3.33K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 1.56% |
$7.29K - $9K
|
1.5K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 17.89% |
$6.97K - $8.6K
|
145
$52.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$6.97K - $8.6K
|
1.14K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 1.05% |
$6.97K - $8.6K
|
2.11K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 2.91% |
$6.97K - $8.6K
|
778
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22+ 0.71% |
$6.97K - $8.6K
|
3.13K
$1.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
21+ 8.11% |
$6.65K - $8.21K
|
280
$102K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 2.72% |
$6.65K - $8.21K
|
792
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 1.52% |
$6.65K - $8.21K
|
1.41K
$512K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.11% |
$6.65K - $8.21K
|
1.02K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 0.22% |
$6.65K - $8.21K
|
9.45K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21+ 1.62% |
$6.65K - $8.21K
|
1.32K
$480K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
20+ 2.76% |
$6.34K - $7.82K
|
745
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20+ 2.53% |
$6.34K - $7.82K
|
811
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.17% |
$6.34K - $7.82K
|
11.5K
$4.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
19+ 1.51% |
$6.02K - $7.43K
|
1.28K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
19+ 1.92% |
$6.02K - $7.43K
|
1.01K
$368K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
19+ 1.72% |
$6.02K - $7.43K
|
1.12K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.67% |
$5.7K - $7.04K
|
1.1K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 2.22% |
$5.7K - $7.04K
|
827
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
17New |
$5.39K - $6.65K
|
17
$6.19K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17+ 0.88% |
$5.39K - $6.65K
|
1.95K
$709K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16+ 0.58% |
$5.07K - $6.26K
|
2.8K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.5% |
$5.07K - $6.26K
|
3.19K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
16+ 1.09% |
$5.07K - $6.26K
|
1.48K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 4.32% |
$5.07K - $6.26K
|
386
$140K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.07K - $6.26K
|
816
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16+ 0.38% |
$5.07K - $6.26K
|
4.26K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 2.5% |
$5.07K - $6.26K
|
656
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.14% |
$4.75K - $5.87K
|
716
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
15+ 0.6% |
$4.75K - $5.87K
|
2.53K
$920K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 2.28% |
$4.75K - $5.87K
|
673
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
15+ 0.62% |
$4.75K - $5.87K
|
2.45K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.36% |
$4.75K - $5.87K
|
4.24K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.79% |
$4.75K - $5.87K
|
1.92K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$4.44K - $5.48K
|
3.96K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.44% |
$4.44K - $5.48K
|
3.23K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.44K - $5.48K
|
1.61K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.09% |
$4.44K - $5.48K
|
15.4K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.8% |
$4.12K - $5.08K
|
736
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.98% |
$4.12K - $5.08K
|
1.33K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
13+ 0.83% |
$4.12K - $5.08K
|
1.57K
$572K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.68% |
$3.8K - $4.69K
|
1.77K
$642K
|