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
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.46K+ 1.24% |
$463K - $571K
|
120K
$40.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.46K+ 1.62% |
$462K - $571K
|
91.5K
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.46K+ 65.68% |
$462K - $570K
|
3.68K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.44K+ 7.74% |
$457K - $565K
|
20.1K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 6.79% |
$457K - $564K
|
22.7K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 3.29% |
$455K - $562K
|
45.1K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.43K+ 21.46% |
$454K - $560K
|
8.11K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.4K+ 572.95% |
$443K - $547K
|
1.64K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.39KNew |
$441K - $544K
|
1.39K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.34K+ 88.61% |
$424K - $523K
|
2.85K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.34K+ 5.13% |
$424K - $523K
|
27.4K
$9.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.34K+ 0.89% |
$424K - $523K
|
152K
$52.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.33K+ 8.63% |
$421K - $519K
|
16.7K
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.31K+ 16.43% |
$416K - $514K
|
9.31K
$3.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.31K+ 9.25% |
$414K - $512K
|
15.4K
$5.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.29K+ 122.86% |
$409K - $505K
|
2.34K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.29K+ 969.92% |
$409K - $505K
|
1.42K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.28K+ 139.26% |
$407K - $502K
|
2.21K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.28KNew |
$406K - $501K
|
1.28K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$405K - $500K
|
1.28K
$437K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
1.27K+ 9.11% |
$403K - $498K
|
15.2K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 14.24% |
$400K - $494K
|
10.1K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 9.1% |
$396K - $489K
|
15K
$5.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 19.55% |
$396K - $489K
|
7.64K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.24KNew |
$392K - $484K
|
1.24K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$421K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.22K+ 25.78% |
$386K - $476K
|
5.94K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21K+ 17.6% |
$383K - $473K
|
8.08K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
1.2K+ 89.0% |
$380K - $469K
|
2.54K
$869K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 16.19% |
$369K - $456K
|
8.36K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 2.32% |
$367K - $453K
|
50.9K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.18% |
$366K - $452K
|
12.5K
$4.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.15K+ 30.19% |
$365K - $451K
|
4.97K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.13K+ 14.57% |
$356K - $440K
|
8.85K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.12KNew |
$354K - $437K
|
1.12K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$354K - $437K
|
1.12K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 38.79% |
$353K - $435K
|
3.98K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
1.11K+ 9.61% |
$352K - $434K
|
12.7K
$4.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$347K - $429K
|
1.1K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09K+ 19.96% |
$347K - $428K
|
6.57K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$346K - $427K
|
1.09K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
1.09KNew |
$345K - $426K
|
1.09K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 39.31% |
$345K - $426K
|
3.86K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.08K+ 113.21% |
$342K - $422K
|
2.03K
$695K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 0.57% |
$342K - $422K
|
189K
$64.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 6.36% |
$339K - $419K
|
17.9K
$6.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.06K+ 16.48% |
$335K - $414K
|
7.49K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.06K+ 1.61% |
$334K - $413K
|
66.7K
$22.8M
|