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 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.58K - $1.96K
|
6.42K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.77% |
$1.58K - $1.96K
|
288
$105K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 3.82% |
$1.58K - $1.96K
|
136
$49.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.58K - $1.96K
|
1.8K
$656K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5+ 0.56% |
$1.58K - $1.96K
|
902
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.36% |
$1.58K - $1.96K
|
1.4K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.25% |
$1.58K - $1.96K
|
2.02K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.33% |
$1.58K - $1.96K
|
1.53K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.06% |
$1.58K - $1.96K
|
9.09K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.73% |
$1.58K - $1.96K
|
694
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.55% |
$1.58K - $1.96K
|
327
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.19% |
$1.58K - $1.96K
|
2.67K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.26% |
$1.58K - $1.96K
|
1.91K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5+ 0.06% |
$1.58K - $1.96K
|
8.33K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.12% |
$1.58K - $1.96K
|
4.15K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5+ 0.12% |
$1.58K - $1.96K
|
4.16K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.17% |
$1.58K - $1.96K
|
2.88K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5+ 0.17% |
$1.58K - $1.96K
|
2.98K
$1.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.48% |
$1.27K - $1.56K
|
844
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.53K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4+ 0.12% |
$1.27K - $1.56K
|
3.34K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4+ 0.23% |
$1.27K - $1.56K
|
1.74K
$632K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 8.7% |
$1.27K - $1.56K
|
50
$18.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$1.27K - $1.56K
|
1.87K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.21% |
$1.27K - $1.56K
|
335
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.27K - $1.56K
|
1.04K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.56K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 2.05% |
$1.27K - $1.56K
|
199
$72.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4+ 0.05% |
$1.27K - $1.56K
|
8.07K
$2.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.25% |
$1.27K - $1.56K
|
1.59K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4+ 0.19% |
$1.27K - $1.56K
|
2.06K
$751K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.14% |
$1.27K - $1.56K
|
2.77K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.65% |
$1.27K - $1.56K
|
620
$226K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.43% |
$1.27K - $1.56K
|
932
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$950 - $1.17K
|
42.4K
$15.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3+ 0.31% |
$950 - $1.17K
|
974
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.44% |
$950 - $1.17K
|
683
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.19K
$798K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.17% |
$950 - $1.17K
|
1.81K
$659K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3+ 0.06% |
$950 - $1.17K
|
4.98K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3+ 0.46% |
$950 - $1.17K
|
660
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.18K
$794K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$950 - $1.17K
|
777
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.46% |
$950 - $1.17K
|
657
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.11K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$950 - $1.17K
|
17.7K
$6.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$950 - $1.17K
|
813
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.09% |
$950 - $1.17K
|
3.34K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$950 - $1.17K
|
3
$1.09K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$950 - $1.17K
|
3.51K
$1.28M
|