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
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-43- 6.32% |
$13.6K - $16.8K
|
637
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 2.59% |
$13.9K - $17.2K
|
1.66K
$603K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-44- 6.78% |
$13.9K - $17.2K
|
605
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-44- 4.19% |
$13.9K - $17.2K
|
1.01K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-44- 1.02% |
$13.9K - $17.2K
|
4.28K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-44- 1.14% |
$13.9K - $17.2K
|
3.82K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 2.59% |
$13.9K - $17.2K
|
1.65K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44- 5.39% |
$13.9K - $17.2K
|
772
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-45- 1.48% |
$14.3K - $17.6K
|
3K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-45- 0.36% |
$14.3K - $17.6K
|
12.5K
$4.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-45- 0.44% |
$14.3K - $17.6K
|
10.3K
$3.74M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-45- 6.47% |
$14.3K - $17.6K
|
651
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 0.41% |
$14.6K - $18K
|
11.2K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-46- 3.95% |
$14.6K - $18K
|
1.12K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.2% |
$14.6K - $18K
|
23.2K
$8.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46- 0.78% |
$14.6K - $18K
|
5.84K
$2.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-47- 2.01% |
$14.9K - $18.4K
|
2.29K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-47- 13.09% |
$14.9K - $18.4K
|
312
$114K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-48- 0.86% |
$15.2K - $18.8K
|
5.54K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-48- 0.79% |
$15.2K - $18.8K
|
6.04K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-48- 32.43% |
$15.2K - $18.8K
|
100
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-48- 11.21% |
$15.2K - $18.8K
|
380
$138K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-49- 1.07% |
$15.5K - $19.2K
|
4.52K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-49- 1.5% |
$15.5K - $19.2K
|
3.22K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-50- 3.47% |
$15.8K - $19.6K
|
1.39K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-50- 2.67% |
$15.8K - $19.6K
|
1.82K
$664K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.83% |
$15.8K - $19.6K
|
1.72K
$624K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-50- 0.24% |
$15.8K - $19.6K
|
20.4K
$7.41M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-50- 3.43% |
$15.8K - $19.6K
|
1.41K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-50- 3.78% |
$15.8K - $19.6K
|
1.27K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-50- 7.22% |
$15.8K - $19.6K
|
643
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.42% |
$15.8K - $19.6K
|
872
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.81% |
$15.8K - $19.6K
|
2.72K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.3% |
$15.8K - $19.6K
|
16.8K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 2.8% |
$16.2K - $19.9K
|
1.77K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-51- 2.72% |
$16.2K - $19.9K
|
1.82K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 0.05% |
$16.2K - $19.9K
|
110K
$40.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.78% |
$16.5K - $20.3K
|
1.32K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.23% |
$16.5K - $20.3K
|
22.7K
$8.25M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-52- 2.5% |
$16.5K - $20.3K
|
2.03K
$737K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-53- 4.17% |
$16.8K - $20.7K
|
1.22K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-53- 3.66% |
$16.8K - $20.7K
|
1.39K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-53- 0.96% |
$16.8K - $20.7K
|
5.46K
$1.99M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 9.26% |
$17.1K - $21.1K
|
529
$192K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-55- 0.76% |
$17.4K - $21.5K
|
7.15K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-55- 0.78% |
$17.4K - $21.5K
|
6.98K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 1.98% |
$18.1K - $22.3K
|
2.82K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57- 0.41% |
$18.1K - $22.3K
|
13.8K
$5.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-57- 4.94% |
$18.1K - $22.3K
|
1.1K
$399K
|