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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 7.9% |
$674K - $832K
|
29.1K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12K+ 13.06% |
$670K - $827K
|
18.3K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.11K+ 120.35% |
$667K - $823K
|
3.85K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.1K+ 6.82% |
$666K - $823K
|
32.9K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.1K+ 104.89% |
$666K - $822K
|
4.1K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 13.93% |
$664K - $819K
|
17.1K
$6.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 5.45% |
$661K - $816K
|
40.3K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.08K+ 1.27% |
$658K - $813K
|
165K
$60.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.05K+ 10.02% |
$650K - $802K
|
22.5K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.05KNew |
$648K - $800K
|
2.05K
$745K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.05KNew |
$648K - $800K
|
2.05K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.03K+ 28.97% |
$642K - $793K
|
9.03K
$3.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 156.25% |
$634K - $782K
|
3.28K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2K+ 6.43% |
$633K - $781K
|
33.1K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.99KNew |
$631K - $780K
|
1.99K
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.99KNew |
$630K - $778K
|
1.99K
$723K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.99K+ 106.49% |
$629K - $777K
|
3.85K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 33.07% |
$628K - $776K
|
7.98K
$2.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.98KNew |
$627K - $774K
|
1.98K
$720K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.93KNew |
$611K - $755K
|
1.93K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.9KNew |
$602K - $743K
|
1.9K
$691K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.8K+ 127.1% |
$571K - $704K
|
3.22K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.79K+ 3.9% |
$566K - $699K
|
47.6K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 7.66% |
$559K - $690K
|
24.8K
$9.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.75K+ 1.08% |
$554K - $684K
|
164K
$59.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.74K+ 26.93% |
$552K - $682K
|
8.22K
$2.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$551K - $681K
|
1.74K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.71KNew |
$542K - $669K
|
1.71K
$623K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.69K+ 25.78% |
$537K - $663K
|
8.27K
$3.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.68K+ 1.85% |
$531K - $656K
|
92.1K
$33.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.66K+ 39.63% |
$526K - $650K
|
5.85K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.66K+ 14.73% |
$526K - $650K
|
12.9K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.66K+ 91.05% |
$526K - $649K
|
3.48K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.65K+ 16.91% |
$523K - $645K
|
11.4K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.61KNew |
$510K - $630K
|
1.61K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.6K+ 6.23% |
$508K - $627K
|
27.3K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.6KNew |
$507K - $626K
|
1.6K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.6K+ 1.73% |
$507K - $625K
|
94.1K
$34.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.58KNew |
$501K - $619K
|
1.58K
$576K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 24.46% |
$501K - $618K
|
8.04K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.57K+ 4.72% |
$496K - $612K
|
34.7K
$12.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.56KNew |
$494K - $610K
|
1.56K
$568K
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.53K+ 10.09% |
$483K - $596K
|
16.6K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.52K+ 2.26% |
$481K - $593K
|
68.6K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.46K+ 1.24% |
$463K - $571K
|
120K
$43.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.46K+ 1.62% |
$462K - $571K
|
91.5K
$33.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.46K+ 65.68% |
$462K - $570K
|
3.68K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.44K+ 7.74% |
$457K - $565K
|
20.1K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 6.79% |
$457K - $564K
|
22.7K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 3.29% |
$455K - $562K
|
45.1K
$16.4M
|