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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-104- 2.26% |
$32.9K - $40.7K
|
4.49K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-104- 12.78% |
$32.9K - $40.7K
|
710
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 7.22% |
$32.9K - $40.7K
|
1.34K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$23.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-106- 9.46% |
$33.6K - $41.5K
|
1.02K
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-106- 2.76% |
$33.6K - $41.5K
|
3.73K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-106- 2.11% |
$33.6K - $41.5K
|
4.91K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-107- 5.39% |
$33.9K - $41.8K
|
1.88K
$683K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-108- 95.58% |
$34.2K - $42.2K
|
5
$1.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-108- 2.89% |
$34.2K - $42.2K
|
3.63K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-108- 3.99% |
$34.2K - $42.2K
|
2.6K
$945K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-110- 3.91% |
$34.8K - $43K
|
2.7K
$983K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 0.2% |
$35.2K - $43.4K
|
55.2K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-111- 5.48% |
$35.2K - $43.4K
|
1.92K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-112- 1.88% |
$35.5K - $43.8K
|
5.83K
$2.12M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-112- 7.4% |
$35.5K - $43.8K
|
1.4K
$510K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-113- 0.22% |
$35.8K - $44.2K
|
51.3K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-113- 8.55% |
$35.8K - $44.2K
|
1.21K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-116- 15.45% |
$36.7K - $45.4K
|
635
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-116- 3.74% |
$36.7K - $45.4K
|
2.98K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-117- 2.16% |
$37.1K - $45.8K
|
5.29K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-117- 8.86% |
$37.1K - $45.8K
|
1.2K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-118- 1.3% |
$37.4K - $46.2K
|
8.96K
$3.26M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-119- 1.99% |
$37.7K - $46.5K
|
5.85K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-119- 35.63% |
$37.7K - $46.5K
|
215
$78.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-119- 2.78% |
$37.7K - $46.5K
|
4.16K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-120- 0.94% |
$38K - $46.9K
|
12.7K
$4.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-121- 0.65% |
$38.3K - $47.3K
|
18.6K
$6.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 4.7% |
$38.3K - $47.3K
|
2.45K
$893K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-121- 0.81% |
$38.3K - $47.3K
|
14.8K
$5.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-122- 6.22% |
$38.6K - $47.7K
|
1.84K
$669K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-122- 2.88% |
$38.6K - $47.7K
|
4.12K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-123- 1.03% |
$39K - $48.1K
|
11.8K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 5.07% |
$39K - $48.1K
|
2.31K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-123- 0.7% |
$39K - $48.1K
|
17.4K
$6.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-125- 1.59% |
$39.6K - $48.9K
|
7.72K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-125- 7.16% |
$39.6K - $48.9K
|
1.62K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 15.19% |
$39.6K - $48.9K
|
698
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 3.2% |
$39.6K - $48.9K
|
3.78K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-126- 4.15% |
$39.9K - $49.3K
|
2.91K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 1.91% |
$40.9K - $50.5K
|
6.62K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 7.05% |
$41.2K - $50.8K
|
1.72K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-130- 0.9% |
$41.2K - $50.8K
|
14.3K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 3.3% |
$41.5K - $51.2K
|
3.84K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 1.52% |
$41.8K - $51.6K
|
8.54K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-134- 1.32% |
$42.5K - $52.4K
|
10.1K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135- 10.6% |
$42.8K - $52.8K
|
1.14K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-135- 3.92% |
$42.8K - $52.8K
|
3.31K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 5.12% |
$43.1K - $53.2K
|
2.52K
$917K
|