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 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-466- 2.76% |
$148K - $182K
|
16.4K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-472- 1.33% |
$150K - $185K
|
35.1K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-481- 2.03% |
$152K - $188K
|
23.2K
$8.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-482- 28.52% |
$153K - $189K
|
1.21K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-484- 20.47% |
$153K - $189K
|
1.88K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-484- 23.18% |
$153K - $189K
|
1.6K
$584K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-486- 15.96% |
$154K - $190K
|
2.56K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-487- 3.64% |
$154K - $190K
|
12.9K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-491- 39.47% |
$156K - $192K
|
753
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-494- 1.14% |
$156K - $193K
|
42.8K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-495- 1.95% |
$157K - $194K
|
24.8K
$9.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-497- 12.3% |
$157K - $194K
|
3.55K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-497- 1.18% |
$157K - $194K
|
41.5K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-502- 14.31% |
$159K - $196K
|
3.01K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-504- 3.67% |
$160K - $197K
|
13.2K
$4.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-504- 0.58% |
$160K - $197K
|
86.6K
$31.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-506- 2.13% |
$160K - $198K
|
23.3K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-508- 3.09% |
$161K - $199K
|
15.9K
$5.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-509- 0.93% |
$161K - $199K
|
54K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-510- 2.98% |
$162K - $199K
|
16.6K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-522- 0.31% |
$165K - $204K
|
165K
$60.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-529- 11.76% |
$168K - $207K
|
3.97K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-531- 0.91% |
$168K - $208K
|
58.1K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-534- 9.13% |
$169K - $209K
|
5.32K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 0.89% |
$169K - $209K
|
59.5K
$21.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 3.82% |
$171K - $212K
|
13.6K
$4.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-543- 4.49% |
$172K - $212K
|
11.5K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-543- 15.35% |
$172K - $212K
|
2.99K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-552- 17.46% |
$175K - $216K
|
2.61K
$949K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-555- 2.99% |
$176K - $217K
|
18K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-557- 7.68% |
$176K - $218K
|
6.69K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-567- 7.39% |
$180K - $222K
|
7.11K
$2.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 2.32% |
$180K - $222K
|
23.9K
$8.7M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-577- 1.77% |
$183K - $226K
|
32K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-584- 2.62% |
$185K - $228K
|
21.7K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-587- 16.31% |
$186K - $230K
|
3.01K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-595- 10.09% |
$188K - $233K
|
5.3K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-598- 0.78% |
$189K - $234K
|
75.6K
$27.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 16.02% |
$190K - $235K
|
3.15K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-600- 11.44% |
$190K - $235K
|
4.64K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-601- 10.32% |
$190K - $235K
|
5.22K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-603- 6.82% |
$191K - $236K
|
8.24K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-617- 2.63% |
$195K - $241K
|
22.9K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-628- 19.37% |
$199K - $246K
|
2.61K
$951K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-631- 30.8% |
$200K - $247K
|
1.42K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-634- 17.96% |
$201K - $248K
|
2.9K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-645- 31.31% |
$204K - $252K
|
1.42K
$515K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-653- 31.58% |
$207K - $255K
|
1.42K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-661- 3.17% |
$209K - $259K
|
20.2K
$7.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-663- 4.16% |
$210K - $259K
|
15.3K
$5.56M
|