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 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-28- 1.42% |
$8.87K - $11K
|
1.94K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 5.29% |
$8.87K - $11K
|
501
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-29- 2.91% |
$9.19K - $11.3K
|
966
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 1.12% |
$9.19K - $11.3K
|
2.57K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-29- 2.31% |
$9.19K - $11.3K
|
1.23K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 3.81% |
$9.19K - $11.3K
|
732
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-30- 2.96% |
$9.5K - $11.7K
|
983
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.58% |
$9.5K - $11.7K
|
5.15K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 2.95% |
$9.5K - $11.7K
|
986
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-30- 1.33% |
$9.5K - $11.7K
|
2.23K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-30- 1.84% |
$9.5K - $11.7K
|
1.6K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-30- 0.88% |
$9.5K - $11.7K
|
3.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-30- 0.67% |
$9.5K - $11.7K
|
4.42K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 3.42% |
$9.5K - $11.7K
|
847
$308K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-31- 0.82% |
$9.82K - $12.1K
|
3.76K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-31- 0.26% |
$9.82K - $12.1K
|
11.8K
$4.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31- 3.08% |
$9.82K - $12.1K
|
975
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-31- 0.49% |
$9.82K - $12.1K
|
6.28K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-32- 0.33% |
$10.1K - $12.5K
|
9.6K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 6.29% |
$10.1K - $12.5K
|
477
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 3.35% |
$10.1K - $12.5K
|
924
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-32- 1.67% |
$10.1K - $12.5K
|
1.89K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-34- 2.03% |
$10.8K - $13.3K
|
1.64K
$597K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-35- 0.72% |
$11.1K - $13.7K
|
4.83K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-35- 2.27% |
$11.1K - $13.7K
|
1.5K
$547K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 4.33% |
$11.1K - $13.7K
|
774
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 0.84% |
$11.1K - $13.7K
|
4.11K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-36- 1.1% |
$11.4K - $14.1K
|
3.23K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-36- 0.55% |
$11.4K - $14.1K
|
6.53K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 0.71% |
$11.4K - $14.1K
|
5.03K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-36- 4.83% |
$11.4K - $14.1K
|
710
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-37- 0.21% |
$11.7K - $14.5K
|
17.6K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-37- 1.63% |
$11.7K - $14.5K
|
2.24K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-37- 4.52% |
$11.7K - $14.5K
|
782
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 1.54% |
$12K - $14.9K
|
2.43K
$882K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 1.51% |
$12.7K - $15.6K
|
2.61K
$949K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.23% |
$12.7K - $15.6K
|
1.2K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-40- 3.61% |
$12.7K - $15.6K
|
1.07K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-40- 3.54% |
$12.7K - $15.6K
|
1.09K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.95% |
$12.7K - $15.6K
|
1.31K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-40- 1.52% |
$12.7K - $15.6K
|
2.59K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-40- 1.79% |
$12.7K - $15.6K
|
2.2K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-40- 1.85% |
$12.7K - $15.6K
|
2.13K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$322K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-41- 4.08% |
$13K - $16K
|
963
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 1.54% |
$13K - $16K
|
2.62K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.99% |
$13.3K - $16.4K
|
559
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-42- 0.64% |
$13.3K - $16.4K
|
6.55K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-42- 1.36% |
$13.3K - $16.4K
|
3.04K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-43- 2.82% |
$13.6K - $16.8K
|
1.48K
$539K
|