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 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-75- 5.42% |
$23.8K - $29.3K
|
1.31K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-76- 1.34% |
$24.1K - $29.7K
|
5.59K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-76- 5.89% |
$24.1K - $29.7K
|
1.21K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-78- 0.61% |
$24.7K - $30.5K
|
12.6K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-78- 0.96% |
$24.7K - $30.5K
|
8.04K
$2.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-78- 2.35% |
$24.7K - $30.5K
|
3.24K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-79- 0.05% |
$25K - $30.9K
|
161K
$58.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-80- 1.68% |
$25.3K - $31.3K
|
4.67K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-81- 4.03% |
$25.7K - $31.7K
|
1.93K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82- 3.74% |
$26K - $32.1K
|
2.11K
$769K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82- 7.74% |
$26K - $32.1K
|
978
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-84- 1.61% |
$26.6K - $32.9K
|
5.14K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-85- 4.4% |
$26.9K - $33.2K
|
1.85K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-85- 6.46% |
$26.9K - $33.2K
|
1.23K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-85- 1.19% |
$26.9K - $33.2K
|
7.07K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-88- 4.45% |
$27.9K - $34.4K
|
1.89K
$688K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-90- 1.24% |
$28.5K - $35.2K
|
7.15K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-90- 0.39% |
$28.5K - $35.2K
|
22.8K
$8.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 5.76% |
$28.5K - $35.2K
|
1.47K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 1.22% |
$28.5K - $35.2K
|
7.28K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-92- 10.19% |
$29.1K - $36K
|
811
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-93- 3.77% |
$29.5K - $36.4K
|
2.37K
$863K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-94- 3.72% |
$29.8K - $36.8K
|
2.44K
$886K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.43% |
$29.8K - $36.8K
|
3.77K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-95- 4.9% |
$30.1K - $37.2K
|
1.84K
$671K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-95- 11.03% |
$30.1K - $37.2K
|
766
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-95- 1.39% |
$30.1K - $37.2K
|
6.72K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-96- 0.56% |
$30.4K - $37.5K
|
17.1K
$6.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-96- 0.86% |
$30.4K - $37.5K
|
11.1K
$4.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 3.65% |
$30.4K - $37.5K
|
2.54K
$923K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-97- 7.98% |
$30.7K - $37.9K
|
1.12K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-98- 1.53% |
$31K - $38.3K
|
6.3K
$2.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-98- 2.48% |
$31K - $38.3K
|
3.85K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-99- 1.49% |
$31.4K - $38.7K
|
6.54K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-99- 1.64% |
$31.4K - $38.7K
|
5.95K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-99- 27.81% |
$31.4K - $38.7K
|
257
$93.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 4.2% |
$31.7K - $39.1K
|
2.28K
$830K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-100- 3.82% |
$31.7K - $39.1K
|
2.52K
$917K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.93% |
$31.7K - $39.1K
|
2.44K
$889K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
17.9K
$6.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 15.38% |
$31.7K - $39.1K
|
550
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
18K
$6.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 3.48% |
$31.7K - $39.1K
|
2.77K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-100- 4.18% |
$31.7K - $39.1K
|
2.29K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 3.11% |
$31.7K - $39.1K
|
3.12K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-100- 2.39% |
$31.7K - $39.1K
|
4.09K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 7.02% |
$32K - $39.5K
|
1.34K
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-101- 1.06% |
$32K - $39.5K
|
9.42K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-101- 1.43% |
$32K - $39.5K
|
6.98K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-102- 0.11% |
$32.3K - $39.9K
|
93.8K
$34.1M
|