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 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-253- 7.85% |
$80.2K - $99K
|
2.97K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-255- 3.03% |
$80.8K - $99.7K
|
8.16K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-258- 6.98% |
$81.7K - $101K
|
3.44K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-260- 0.3% |
$82.4K - $102K
|
86.4K
$34.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-260- 1.44% |
$82.4K - $102K
|
17.8K
$7.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-262- 1.05% |
$83K - $102K
|
24.7K
$9.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-265- 1.41% |
$84K - $104K
|
18.5K
$7.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-266- 21.26% |
$84.3K - $104K
|
985
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-268- 26.88% |
$84.9K - $105K
|
729
$293K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-270- 1.19% |
$85.5K - $106K
|
22.4K
$9.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-270- 8.91% |
$85.5K - $106K
|
2.76K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-270- 29.03% |
$85.5K - $106K
|
660
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-272- 24.24% |
$86.2K - $106K
|
850
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-273- 40.99% |
$86.5K - $107K
|
393
$158K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-279- 14.52% |
$88.4K - $109K
|
1.64K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-280- 7.72% |
$88.7K - $110K
|
3.35K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 4.15% |
$89.3K - $110K
|
6.51K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-286- 3.35% |
$90.6K - $112K
|
8.25K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-287- 11.64% |
$90.9K - $112K
|
2.18K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-290- 16.64% |
$91.9K - $113K
|
1.45K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-295- 16.91% |
$93.5K - $115K
|
1.45K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-296- 7.36% |
$93.8K - $116K
|
3.73K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-296- 9.9% |
$93.8K - $116K
|
2.69K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-297- 7.5% |
$94.1K - $116K
|
3.66K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-297- 8.01% |
$94.1K - $116K
|
3.41K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 19.56% |
$95K - $117K
|
1.23K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 54.74% |
$95K - $117K
|
248
$99.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-300- 2.05% |
$95K - $117K
|
14.3K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-302- 3.0% |
$95.7K - $118K
|
9.75K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-302- 7.17% |
$95.7K - $118K
|
3.91K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-306- 9.64% |
$96.9K - $120K
|
2.87K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-309- 8.98% |
$97.9K - $121K
|
3.13K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-310- 6.92% |
$98.2K - $121K
|
4.17K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-313- 40.13% |
$99.2K - $122K
|
467
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-315- 2.02% |
$99.8K - $123K
|
15.3K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-316- 15.76% |
$100K - $124K
|
1.69K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-318- 2.88% |
$101K - $124K
|
10.7K
$4.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-320- 1.56% |
$101K - $125K
|
20.2K
$8.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-320- 1.87% |
$101K - $125K
|
16.8K
$6.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-320- 0.75% |
$101K - $125K
|
42.4K
$17.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-322- 0.32% |
$102K - $126K
|
98.8K
$39.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 34.0% |
$103K - $127K
|
631
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-328- 1.99% |
$104K - $128K
|
16.2K
$6.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-330- 35.29% |
$105K - $129K
|
605
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-330- 6.65% |
$105K - $129K
|
4.64K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-332- 0.86% |
$105K - $130K
|
38.4K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-338- 0.84% |
$107K - $132K
|
39.8K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-345- 36.98% |
$109K - $135K
|
588
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-350- 20.59% |
$111K - $137K
|
1.35K
$543K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-353- 4.4% |
$112K - $138K
|
7.66K
$3.08M
|