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 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.29% |
$5.07K - $6.26K
|
682
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17- 0.05% |
$5.39K - $6.65K
|
35.4K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$5.39K - $6.65K
|
12.3K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 0.26% |
$5.39K - $6.65K
|
6.62K
$2.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-18- 2.13% |
$5.7K - $7.04K
|
827
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-18- 0.13% |
$5.7K - $7.04K
|
13.3K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18- 12.16% |
$5.7K - $7.04K
|
130
$47.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18- 2.14% |
$5.7K - $7.04K
|
823
$299K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-19- 0.23% |
$6.02K - $7.43K
|
8.24K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 8.44% |
$6.02K - $7.43K
|
206
$75K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-19- 1.55% |
$6.02K - $7.43K
|
1.21K
$440K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-20- 0.43% |
$6.34K - $7.82K
|
4.64K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
7.9K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.18% |
$6.34K - $7.82K
|
11.2K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-20- 0.29% |
$6.34K - $7.82K
|
6.9K
$2.51M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 0.04% |
$6.65K - $8.21K
|
56.3K
$20.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.34% |
$6.65K - $8.21K
|
6.13K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-21- 0.52% |
$6.65K - $8.21K
|
4K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21- 0.76% |
$6.65K - $8.21K
|
2.75K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-21- 0.61% |
$6.65K - $8.21K
|
3.42K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22- 1.41% |
$6.97K - $8.6K
|
1.54K
$561K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$565K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-22- 0.25% |
$6.97K - $8.6K
|
8.7K
$3.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-22- 0.85% |
$6.97K - $8.6K
|
2.56K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-22- 2.44% |
$6.97K - $8.6K
|
880
$320K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-22- 2.54% |
$6.97K - $8.6K
|
844
$307K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-23- 0.16% |
$7.29K - $9K
|
14.1K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23- 0.24% |
$7.29K - $9K
|
9.59K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.71% |
$7.29K - $9K
|
1.32K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-24- 0.86% |
$7.6K - $9.39K
|
2.76K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-24- 0.43% |
$7.6K - $9.39K
|
5.55K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$613K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-25- 0.74% |
$7.92K - $9.78K
|
3.37K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-25- 0.08% |
$7.92K - $9.78K
|
32.7K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25- 2.87% |
$7.92K - $9.78K
|
845
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.77% |
$7.92K - $9.78K
|
1.39K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-25- 0.43% |
$7.92K - $9.78K
|
5.74K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25- 2.58% |
$7.92K - $9.78K
|
943
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.98% |
$7.92K - $9.78K
|
1.24K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.19% |
$8.24K - $10.2K
|
13.4K
$4.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-26- 2.79% |
$8.24K - $10.2K
|
906
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-26- 0.18% |
$8.24K - $10.2K
|
14.8K
$5.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$712K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-26- 2.97% |
$8.24K - $10.2K
|
849
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 0.89% |
$8.24K - $10.2K
|
2.91K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-26- 1.01% |
$8.24K - $10.2K
|
2.55K
$928K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-27- 0.05% |
$8.55K - $10.6K
|
55.3K
$20.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-28- 1.12% |
$8.87K - $11K
|
2.46K
$896K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28- 0.25% |
$8.87K - $11K
|
11.2K
$4.08M
|