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 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.9KNew |
$3.44M - $4.25M
|
10.9K
$4.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$3.39M - $4.18M
|
10.7K
$4.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.5K+ 649.54% |
$3.33M - $4.11M
|
12.1K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10.2K+ 249.68% |
$3.23M - $3.98M
|
14.3K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.1K+ 5.08% |
$3.2M - $3.95M
|
209K
$78.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.1K+ 11.01% |
$3.19M - $3.94M
|
102K
$38.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10KNew |
$3.17M - $3.91M
|
10K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.81K+ 1.84% |
$3.11M - $3.84M
|
543K
$204M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
9.7K+ 11.04% |
$3.07M - $3.79M
|
97.6K
$36.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.57K+ 9.4% |
$3.03M - $3.74M
|
111K
$41.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.48KNew |
$3M - $3.71M
|
9.48K
$3.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.4K+ 3.5% |
$2.98M - $3.68M
|
278K
$104M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
9.29K+ 44247.62% |
$2.94M - $3.63M
|
9.31K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.27K+ 2.11% |
$2.94M - $3.63M
|
449K
$169M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.25K+ 4.29% |
$2.93M - $3.62M
|
225K
$84.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
9.1K+ 25.28% |
$2.88M - $3.56M
|
45.1K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.95K+ 0.42% |
$2.83M - $3.5M
|
2.12M
$796M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.85K+ 34.59% |
$2.8M - $3.46M
|
34.4K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
8.36KNew |
$2.65M - $3.27M
|
8.36K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 11.8% |
$2.6M - $3.21M
|
77.8K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.09K+ 0.25% |
$2.56M - $3.16M
|
3.23M
$1.21B
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
8.01KNew |
$2.54M - $3.13M
|
8.01K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.95K+ 5.97% |
$2.52M - $3.11M
|
141K
$53M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.66K+ 6.76% |
$2.43M - $2.99M
|
121K
$45.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.6K+ 5.56% |
$2.41M - $2.97M
|
144K
$54.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.47K+ 877.0% |
$2.37M - $2.92M
|
8.32K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.41K+ 10.88% |
$2.35M - $2.9M
|
75.4K
$28.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.39K+ 22.88% |
$2.34M - $2.89M
|
39.7K
$14.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.29K+ 8.26% |
$2.31M - $2.85M
|
95.6K
$35.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
7.27K+ 43.41% |
$2.3M - $2.84M
|
24K
$9.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
7.25K+ 2.33% |
$2.3M - $2.84M
|
319K
$120M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.2K+ 5.31% |
$2.28M - $2.82M
|
143K
$53.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.12K+ 1.75% |
$2.25M - $2.78M
|
414K
$155M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.11K+ 34.96% |
$2.25M - $2.78M
|
27.4K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
7.11K+ 1385.19% |
$2.25M - $2.78M
|
7.62K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.08KNew |
$2.24M - $2.77M
|
7.08K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.82K+ 434.59% |
$2.16M - $2.67M
|
8.39K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.75K+ 106.26% |
$2.14M - $2.64M
|
13.1K
$4.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.69K+ 4.78% |
$2.12M - $2.62M
|
147K
$55.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.63K+ 19.18% |
$2.1M - $2.59M
|
41.2K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.41K+ 3.1% |
$2.03M - $2.51M
|
213K
$80.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.4K+ 55.02% |
$2.03M - $2.5M
|
18K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
6.22K+ 2.3% |
$1.97M - $2.43M
|
276K
$104M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.21K+ 5.63% |
$1.97M - $2.43M
|
117K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.16KNew |
$1.95M - $2.41M
|
6.16K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.94K+ 12.2% |
$1.88M - $2.32M
|
54.7K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.8KNew |
$1.84M - $2.27M
|
5.8K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.76K+ 0.96% |
$1.83M - $2.25M
|
609K
$229M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.58K+ 5.99% |
$1.77M - $2.18M
|
98.8K
$37.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.56K+ 74.67% |
$1.76M - $2.17M
|
13K
$4.89M
|