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 13, 2024
Q3 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
5.53K+ 13.53% |
$1.75M - $2.16M
|
46.4K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.52K+ 1.08% |
$1.75M - $2.16M
|
518K
$189M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.5K+ 56.7% |
$1.74M - $2.15M
|
15.2K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.4KNew |
$1.71M - $2.11M
|
5.4K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.37K+ 0.74% |
$1.7M - $2.1M
|
730K
$266M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
5.32K+ 4.79% |
$1.69M - $2.08M
|
116K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.3K+ 5.49% |
$1.68M - $2.07M
|
102K
$37M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.25K+ 590.0% |
$1.66M - $2.05M
|
6.14K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.25KNew |
$1.66M - $2.05M
|
5.25K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5.2KNew |
$1.65M - $2.03M
|
5.2K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.11K+ 347.65% |
$1.62M - $2M
|
6.59K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.11K+ 33.95% |
$1.62M - $2M
|
20.1K
$7.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5.01KNew |
$1.59M - $1.96M
|
5.01K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.99K+ 21.81% |
$1.58M - $1.95M
|
27.8K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.8KNew |
$1.52M - $1.88M
|
4.8K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.78K+ 4.41% |
$1.51M - $1.87M
|
113K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.76K+ 2.76% |
$1.51M - $1.86M
|
178K
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.72K+ 19.96% |
$1.49M - $1.85M
|
28.4K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.63K+ 8.41% |
$1.47M - $1.81M
|
59.7K
$21.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.54K+ 4.56% |
$1.44M - $1.78M
|
104K
$37.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.54KNew |
$1.44M - $1.78M
|
4.54K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.51KNew |
$1.43M - $1.76M
|
4.51K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.48K+ 38.34% |
$1.42M - $1.75M
|
16.2K
$5.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.39KNew |
$1.39M - $1.72M
|
4.39K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.39K+ 38.32% |
$1.39M - $1.72M
|
15.8K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.32K+ 8.81% |
$1.37M - $1.69M
|
53.3K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.27K+ 99.6% |
$1.35M - $1.67M
|
8.56K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.2K+ 13.0% |
$1.33M - $1.64M
|
36.5K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.18K+ 33.73% |
$1.32M - $1.64M
|
16.6K
$6.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.18K+ 43.01% |
$1.32M - $1.64M
|
13.9K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.1K+ 0.48% |
$1.3M - $1.6M
|
866K
$315M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.04KNew |
$1.28M - $1.58M
|
4.04K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.04K+ 5.58% |
$1.28M - $1.58M
|
76.4K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4KNew |
$1.27M - $1.56M
|
4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92K+ 331.33% |
$1.24M - $1.53M
|
5.11K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.92K+ 2.43% |
$1.24M - $1.53M
|
165K
$60.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.77K+ 1.68% |
$1.19M - $1.48M
|
228K
$82.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.76K+ 158.91% |
$1.19M - $1.47M
|
6.12K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.71K+ 168.68% |
$1.18M - $1.45M
|
5.91K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.69K+ 8.62% |
$1.17M - $1.44M
|
46.5K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.67KNew |
$1.16M - $1.44M
|
3.67K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.63KNew |
$1.15M - $1.42M
|
3.63K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.62K+ 18.36% |
$1.15M - $1.42M
|
23.3K
$8.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.62K+ 19.03% |
$1.15M - $1.41M
|
22.6K
$8.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 1.4% |
$1.14M - $1.41M
|
261K
$94.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6KNew |
$1.14M - $1.41M
|
3.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.53K+ 351.24% |
$1.12M - $1.38M
|
4.54K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.5KNew |
$1.11M - $1.37M
|
3.5K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 21.47% |
$1.1M - $1.36M
|
19.7K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.44K+ 68.27% |
$1.09M - $1.34M
|
8.47K
$3.08M
|