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
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-60- 2.21% |
$19K - $23.5K
|
2.65K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 5.11% |
$19K - $23.5K
|
1.11K
$448K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.81% |
$19K - $23.5K
|
2.08K
$836K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 8.14% |
$19.3K - $23.9K
|
688
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-61- 1.05% |
$19.3K - $23.9K
|
5.75K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-61- 4.41% |
$19.3K - $23.9K
|
1.32K
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-61- 1.84% |
$19.3K - $23.9K
|
3.26K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-62- 1.95% |
$19.6K - $24.2K
|
3.12K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-62- 6.67% |
$19.6K - $24.2K
|
868
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-62- 2.96% |
$19.6K - $24.2K
|
2.03K
$816K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-63- 5.54% |
$20K - $24.6K
|
1.07K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-63- 0.66% |
$20K - $24.6K
|
9.47K
$3.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-64- 1.43% |
$20.3K - $25K
|
4.42K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 3.2% |
$20.3K - $25K
|
1.94K
$779K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.39% |
$20.6K - $25.4K
|
1.85K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-65- 0.81% |
$20.6K - $25.4K
|
7.94K
$3.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-66- 3.52% |
$20.9K - $25.8K
|
1.81K
$728K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-67- 7.31% |
$21.2K - $26.2K
|
849
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-68- 2.01% |
$21.5K - $26.6K
|
3.31K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-68- 3.0% |
$21.5K - $26.6K
|
2.2K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-68- 2.56% |
$21.5K - $26.6K
|
2.59K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-70- 4.11% |
$22.2K - $27.4K
|
1.64K
$658K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-71- 4.65% |
$22.5K - $27.8K
|
1.46K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-71- 1.15% |
$22.5K - $27.8K
|
6.12K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 1.36% |
$22.8K - $28.2K
|
5.24K
$2.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 4.13% |
$23.1K - $28.6K
|
1.69K
$681K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-73- 8.0% |
$23.1K - $28.6K
|
839
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 0.96% |
$23.1K - $28.6K
|
7.54K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-73- 8.2% |
$23.1K - $28.6K
|
817
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-75- 4.21% |
$23.8K - $29.3K
|
1.71K
$686K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-75- 0.48% |
$23.8K - $29.3K
|
15.6K
$6.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 0.35% |
$23.8K - $29.3K
|
21.6K
$8.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-75- 0.56% |
$23.8K - $29.3K
|
13.4K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-75- 5.42% |
$23.8K - $29.3K
|
1.31K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-76- 1.34% |
$24.1K - $29.7K
|
5.59K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-76- 5.89% |
$24.1K - $29.7K
|
1.21K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-78- 0.61% |
$24.7K - $30.5K
|
12.6K
$5.08M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-78- 0.96% |
$24.7K - $30.5K
|
8.04K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-78- 2.35% |
$24.7K - $30.5K
|
3.24K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-79- 0.05% |
$25K - $30.9K
|
161K
$64.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-80- 1.68% |
$25.3K - $31.3K
|
4.67K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-81- 4.03% |
$25.7K - $31.7K
|
1.93K
$776K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82- 3.74% |
$26K - $32.1K
|
2.11K
$850K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82- 7.74% |
$26K - $32.1K
|
978
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-84- 1.61% |
$26.6K - $32.9K
|
5.14K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-85- 4.4% |
$26.9K - $33.2K
|
1.85K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-85- 6.46% |
$26.9K - $33.2K
|
1.23K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-85- 1.19% |
$26.9K - $33.2K
|
7.07K
$2.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-88- 4.45% |
$27.9K - $34.4K
|
1.89K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-90- 1.24% |
$28.5K - $35.2K
|
7.15K
$2.87M
|