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 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 5.12% |
$58K - $71.6K
|
3.39K
$1.24M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-184- 3.76% |
$58.3K - $72K
|
4.71K
$1.72M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-184- 10.08% |
$58.3K - $72K
|
1.64K
$597K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-184- 5.68% |
$58.3K - $72K
|
3.06K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-184- 8.24% |
$58.3K - $72K
|
2.05K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-184- 15.5% |
$58.3K - $72K
|
1K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-184- 3.87% |
$58.3K - $72K
|
4.58K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 1.39% |
$58.6K - $72.4K
|
13.2K
$4.79M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 4.76% |
$58.9K - $72.7K
|
3.72K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-187- 3.29% |
$59.2K - $73.1K
|
5.49K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-188- 3.03% |
$59.6K - $73.5K
|
6.01K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-189- 18.14% |
$59.9K - $73.9K
|
853
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-191- 16.47% |
$60.5K - $74.7K
|
969
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-192- 71.11% |
$60.8K - $75.1K
|
78
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-193- 0.54% |
$61.1K - $75.5K
|
35.8K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-193- 26.96% |
$61.1K - $75.5K
|
523
$190K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-195- 0.33% |
$61.8K - $76.3K
|
59.7K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-196- 1.61% |
$62.1K - $76.7K
|
12K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-196- 1.26% |
$62.1K - $76.7K
|
15.4K
$5.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-197- 12.46% |
$62.4K - $77.1K
|
1.38K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-199- 14.09% |
$63K - $77.8K
|
1.21K
$441K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-199- 1.98% |
$63K - $77.8K
|
9.85K
$3.58M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-199- 6.21% |
$63K - $77.8K
|
3K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.15% |
$63.4K - $78.2K
|
9.1K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 14.81% |
$63.4K - $78.2K
|
1.15K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-200- 2.39% |
$63.4K - $78.2K
|
8.18K
$2.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-201- 21.45% |
$63.7K - $78.6K
|
736
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-202- 6.77% |
$64K - $79K
|
2.78K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-204- 1.58% |
$64.6K - $79.8K
|
12.7K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-205- 7.76% |
$64.9K - $80.2K
|
2.44K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-206- 0.96% |
$65.3K - $80.6K
|
21.2K
$7.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-207- 22.16% |
$65.6K - $81K
|
727
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-208- 1.26% |
$65.9K - $81.4K
|
16.3K
$5.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-209- 4.54% |
$66.2K - $81.7K
|
4.39K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-210- 7.64% |
$66.5K - $82.1K
|
2.54K
$924K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-211- 2.8% |
$66.8K - $82.5K
|
7.31K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-211- 21.31% |
$66.8K - $82.5K
|
779
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-212- 7.58% |
$67.2K - $82.9K
|
2.58K
$940K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-213- 5.49% |
$67.5K - $83.3K
|
3.67K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-214- 1.33% |
$67.8K - $83.7K
|
15.9K
$5.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-219- 0.57% |
$69.4K - $85.7K
|
38.4K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-223- 13.83% |
$70.6K - $87.2K
|
1.39K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-225- 6.23% |
$71.3K - $88K
|
3.39K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-225- 23.81% |
$71.3K - $88K
|
720
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-227- 14.27% |
$71.9K - $88.8K
|
1.36K
$496K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-227- 12.59% |
$71.9K - $88.8K
|
1.58K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-229- 4.0% |
$72.5K - $89.6K
|
5.49K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-229- 2.05% |
$72.5K - $89.6K
|
10.9K
$3.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-229- 7.18% |
$72.5K - $89.6K
|
2.96K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 2.96% |
$75.1K - $92.7K
|
7.78K
$2.83M
|