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 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.18K- 7.59% |
$2.59M - $3.2M
|
99.6K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-8.4K- 6.56% |
$2.66M - $3.29M
|
120K
$43.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-8.44K- 42.22% |
$2.68M - $3.3M
|
11.6K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.49K- 89.45% |
$2.69M - $3.32M
|
1K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.53K- 49.99% |
$2.7M - $3.34M
|
8.54K
$3.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.7K- 87.04% |
$2.76M - $3.4M
|
1.3K
$472K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.72K- 86.18% |
$2.76M - $3.41M
|
1.4K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.82K- 21.34% |
$2.79M - $3.45M
|
32.5K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.19K- 21.36% |
$2.91M - $3.6M
|
33.9K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-9.25K- 8.42% |
$2.93M - $3.62M
|
101K
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.41K- 19.12% |
$2.98M - $3.68M
|
39.8K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.41K- 1.0% |
$2.98M - $3.68M
|
928K
$338M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.85K- 90.76% |
$3.12M - $3.85M
|
1K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.88K- 59.77% |
$3.13M - $3.86M
|
6.65K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.88K- 28.49% |
$3.13M - $3.86M
|
24.8K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.91K- 26.01% |
$3.14M - $3.88M
|
28.2K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.1K- 7.5% |
$3.2M - $3.95M
|
125K
$45.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.4K- 85.55% |
$3.29M - $4.06M
|
1.75K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.9K- 1.52% |
$3.46M - $4.28M
|
706K
$257M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11.8K- 42.8% |
$3.72M - $4.6M
|
15.7K
$5.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-12K- 4.66% |
$3.81M - $4.7M
|
246K
$89.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 2.49% |
$3.9M - $4.82M
|
481K
$175M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 5.41% |
$3.9M - $4.82M
|
215K
$78.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.8K- 51.31% |
$4.06M - $5.02M
|
12.2K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-13.8K- 21.14% |
$4.39M - $5.42M
|
51.7K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-14K- 14.69% |
$4.45M - $5.49M
|
81.6K
$29.7M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-14.8K- 3.06% |
$4.69M - $5.79M
|
469K
$171M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.2K- 13.64% |
$4.8M - $5.93M
|
96K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-16K- 1.99% |
$5.06M - $6.25M
|
788K
$287M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16K- 21.94% |
$5.07M - $6.26M
|
57K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 5.9% |
$5.34M - $6.59M
|
269K
$97.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.3K- 88.6% |
$5.8M - $7.16M
|
2.36K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-18.7K- 2.91% |
$5.91M - $7.3M
|
622K
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-19.3K- 60.46% |
$6.1M - $7.53M
|
12.6K
$4.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19.3K- 94.63% |
$6.11M - $7.55M
|
1.1K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-19.4K- 86.37% |
$6.15M - $7.59M
|
3.06K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.4K- 3.94% |
$6.16M - $7.6M
|
474K
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-19.8K- 56.29% |
$6.27M - $7.75M
|
15.4K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-20K- 50.0% |
$6.34M - $7.82M
|
20K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-20.7K- 24.33% |
$6.56M - $8.1M
|
64.4K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-21.2K- 78.28% |
$6.73M - $8.31M
|
5.89K
$2.14M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-22.4K- 8.41% |
$7.09M - $8.76M
|
244K
$88.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24K- 46.14% |
$7.61M - $9.39M
|
28K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-24.3K- 30.86% |
$7.69M - $9.5M
|
54.4K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.4K- 4.64% |
$8.04M - $9.93M
|
522K
$190M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-27K- 1.83% |
$8.55M - $10.6M
|
1.45M
$528M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-30.6K- 17.1% |
$9.7M - $12M
|
148K
$54M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-30.9K- 82.01% |
$9.8M - $12.1M
|
6.79K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-31.3K- 20.26% |
$9.9M - $12.2M
|
123K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.6K- 1.72% |
$10.3M - $12.8M
|
1.86M
$677M
|