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 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.42K+ 33.08% |
$1.08M - $1.34M
|
13.8K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.42K+ 286.42% |
$1.08M - $1.34M
|
4.61K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41K+ 45.36% |
$1.08M - $1.33M
|
10.9K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.34K+ 12.15% |
$1.06M - $1.31M
|
30.8K
$11.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.33K+ 379.68% |
$1.05M - $1.3M
|
4.2K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.2KNew |
$1.01M - $1.25M
|
3.2K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 26.65% |
$997K - $1.23M
|
15K
$5.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.14K+ 31.08% |
$995K - $1.23M
|
13.3K
$4.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 62.98% |
$994K - $1.23M
|
8.12K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.1K+ 17.77% |
$982K - $1.21M
|
20.5K
$7.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.05K+ 4.38% |
$967K - $1.19M
|
72.7K
$26.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.95K+ 168.76% |
$935K - $1.15M
|
4.7K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 16.72% |
$935K - $1.15M
|
20.6K
$7.49M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.94K+ 2.61% |
$931K - $1.15M
|
116K
$42.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
2.91KNew |
$923K - $1.14M
|
2.91K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.88K+ 1.15% |
$912K - $1.13M
|
254K
$92.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.87K+ 31.15% |
$909K - $1.12M
|
12.1K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.87KNew |
$909K - $1.12M
|
2.87K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.86KNew |
$906K - $1.12M
|
2.86K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.84K+ 5.37% |
$901K - $1.11M
|
55.8K
$20.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 98.4% |
$898K - $1.11M
|
5.71K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.81KNew |
$891K - $1.1M
|
2.81K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.77K+ 78.23% |
$877K - $1.08M
|
6.3K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.75KNew |
$871K - $1.07M
|
2.75K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.75KNew |
$870K - $1.07M
|
2.75K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71K+ 63.08% |
$859K - $1.06M
|
7.01K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 389.65% |
$847K - $1.05M
|
3.36K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 24.08% |
$832K - $1.03M
|
13.5K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.5K+ 6.55% |
$793K - $979K
|
40.7K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.47KNew |
$783K - $967K
|
2.47K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 12.0% |
$782K - $966K
|
23K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.46KNew |
$781K - $964K
|
2.46K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 7.05% |
$769K - $950K
|
36.9K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 5.57% |
$765K - $945K
|
45.8K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.4K+ 2.07% |
$760K - $939K
|
118K
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.38KNew |
$754K - $931K
|
2.38K
$866K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.37K+ 26.07% |
$750K - $926K
|
11.4K
$4.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 14.53% |
$727K - $897K
|
18.1K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 1.19% |
$724K - $893K
|
193K
$70.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.26K+ 18.92% |
$715K - $882K
|
14.2K
$5.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 11.46% |
$711K - $878K
|
21.8K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.24KNew |
$710K - $877K
|
2.24K
$816K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.24K+ 11.11% |
$708K - $874K
|
22.3K
$8.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.19KNew |
$693K - $855K
|
2.19K
$796K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.18KNew |
$692K - $854K
|
2.18K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.18KNew |
$691K - $853K
|
2.18K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.18KNew |
$691K - $853K
|
2.18K
$793K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 8.62% |
$689K - $851K
|
27.4K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$689K - $850K
|
2.17K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 0.91% |
$676K - $835K
|
238K
$86.6M
|