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 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-13- 0.59% |
$4.12K - $5.08K
|
2.18K
$878K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13- 0.9% |
$4.12K - $5.08K
|
1.43K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-13- 0.49% |
$4.12K - $5.08K
|
2.64K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 2.38% |
$4.12K - $5.08K
|
533
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13- 0.7% |
$4.12K - $5.08K
|
1.85K
$744K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 1.82% |
$4.44K - $5.48K
|
757
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-14- 1.74% |
$4.44K - $5.48K
|
791
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14- 1.39% |
$4.44K - $5.48K
|
994
$400K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 1.28% |
$4.44K - $5.48K
|
1.08K
$436K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-14- 0.52% |
$4.44K - $5.48K
|
2.7K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 1.13% |
$4.44K - $5.48K
|
1.22K
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-14- 8.38% |
$4.44K - $5.48K
|
153
$61.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14- 0.14% |
$4.44K - $5.48K
|
9.87K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-14- 0.26% |
$4.44K - $5.48K
|
5.3K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.77% |
$4.75K - $5.87K
|
1.93K
$776K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15- 1.17% |
$4.75K - $5.87K
|
1.27K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-15- 1.19% |
$4.75K - $5.87K
|
1.25K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.38K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.37K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 0.93% |
$4.75K - $5.87K
|
1.6K
$643K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 3.1% |
$4.75K - $5.87K
|
469
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15- 0.42% |
$4.75K - $5.87K
|
3.55K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15- 1.2% |
$4.75K - $5.87K
|
1.24K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15- 1.76% |
$4.75K - $5.87K
|
839
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15- 0.86% |
$4.75K - $5.87K
|
1.73K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-16- 1.08% |
$5.07K - $6.26K
|
1.47K
$590K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.9% |
$5.07K - $6.26K
|
826
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-16- 1.67% |
$5.07K - $6.26K
|
942
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.29% |
$5.07K - $6.26K
|
682
$274K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-16- 0.62% |
$5.07K - $6.26K
|
2.55K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17- 0.05% |
$5.39K - $6.65K
|
35.4K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$5.39K - $6.65K
|
12.3K
$4.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 0.26% |
$5.39K - $6.65K
|
6.62K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-18- 2.13% |
$5.7K - $7.04K
|
827
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-18- 0.13% |
$5.7K - $7.04K
|
13.3K
$5.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18- 12.16% |
$5.7K - $7.04K
|
130
$52.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18- 2.14% |
$5.7K - $7.04K
|
823
$331K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-19- 0.23% |
$6.02K - $7.43K
|
8.24K
$3.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 8.44% |
$6.02K - $7.43K
|
206
$82.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-19- 1.55% |
$6.02K - $7.43K
|
1.21K
$486K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-20- 0.43% |
$6.34K - $7.82K
|
4.64K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
7.9K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.18% |
$6.34K - $7.82K
|
11.2K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-20- 0.29% |
$6.34K - $7.82K
|
6.9K
$2.78M
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
8.03K
$3.23M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 0.04% |
$6.65K - $8.21K
|
56.3K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.34% |
$6.65K - $8.21K
|
6.13K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-21- 0.52% |
$6.65K - $8.21K
|
4K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21- 0.76% |
$6.65K - $8.21K
|
2.75K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-21- 0.61% |
$6.65K - $8.21K
|
3.42K
$1.38M
|