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
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.58K- 2.67% |
$501K - $619K
|
57.7K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.59K- 3.19% |
$505K - $623K
|
48.4K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.6K- 36.94% |
$506K - $624K
|
2.72K
$991K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 73.31% |
$508K - $627K
|
584
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.61K- 26.06% |
$508K - $628K
|
4.55K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.62K- 6.58% |
$514K - $635K
|
23K
$8.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 28.87% |
$520K - $641K
|
4.04K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.65K- 25.17% |
$521K - $643K
|
4.89K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.65K- 54.74% |
$521K - $644K
|
1.36K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-1.66K- 3.83% |
$527K - $650K
|
41.7K
$15.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.7K- 14.68% |
$538K - $664K
|
9.87K
$3.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.71K- 0.76% |
$543K - $670K
|
225K
$81.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.72K- 4.21% |
$544K - $672K
|
39.1K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.74K- 4.8% |
$550K - $679K
|
34.4K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.77K- 9.07% |
$561K - $692K
|
17.7K
$6.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.77K- 2.68% |
$562K - $694K
|
64.5K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 7.0% |
$570K - $704K
|
23.9K
$8.7M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.84K- 3.47% |
$583K - $720K
|
51.2K
$18.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.86K- 1.73% |
$590K - $729K
|
106K
$38.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.88K- 10.24% |
$595K - $734K
|
16.5K
$5.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.89K- 63.4% |
$597K - $737K
|
1.09K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.89K- 1.56% |
$600K - $740K
|
120K
$43.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.9K- 6.06% |
$601K - $742K
|
29.4K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.33% |
$602K - $743K
|
141K
$51.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.9K- 70.37% |
$602K - $743K
|
800
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.9K- 2.85% |
$603K - $745K
|
64.9K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.95K- 4.84% |
$619K - $764K
|
38.4K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 80.0% |
$634K - $782K
|
500
$182K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.02K- 27.07% |
$638K - $788K
|
5.43K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.06K- 12.34% |
$652K - $805K
|
14.6K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.1K- 10.91% |
$665K - $821K
|
17.1K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 1.34% |
$665K - $821K
|
154K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.1K- 31.34% |
$666K - $822K
|
4.6K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 4.94% |
$667K - $823K
|
40.5K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.12K- 5.96% |
$671K - $828K
|
33.4K
$12.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.12K- 46.58% |
$671K - $828K
|
2.43K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.12K- 5.18% |
$672K - $829K
|
38.8K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.12K- 17.56% |
$672K - $830K
|
9.96K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.2K- 3.33% |
$697K - $860K
|
63.8K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.2K- 34.33% |
$698K - $862K
|
4.22K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.22K- 23.74% |
$703K - $868K
|
7.13K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.25K- 49.59% |
$712K - $880K
|
2.29K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26K- 2.8% |
$715K - $883K
|
78.2K
$28.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.27K- 11.66% |
$720K - $889K
|
17.2K
$6.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.3K- 50.86% |
$728K - $899K
|
2.22K
$808K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.33K- 0.74% |
$738K - $912K
|
313K
$114M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.34K- 46.98% |
$741K - $914K
|
2.64K
$960K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.34K- 2.83% |
$742K - $916K
|
80.4K
$29.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.37K- 41.97% |
$751K - $927K
|
3.28K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.39K- 10.12% |
$756K - $933K
|
21.2K
$7.71M
|