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 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.01K+ 1.38% |
$319K - $394K
|
74.2K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$318K - $393K
|
1.01K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1K+ 91.19% |
$318K - $393K
|
2.11K
$766K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1K+ 3.41% |
$317K - $392K
|
30.4K
$11.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
995+ 5.03% |
$315K - $389K
|
20.8K
$7.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
992+ 4.46% |
$314K - $388K
|
23.2K
$8.46M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
984+ 127.3% |
$312K - $385K
|
1.76K
$639K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
978+ 155.24% |
$310K - $383K
|
1.61K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
976New |
$309K - $382K
|
976
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
970New |
$307K - $379K
|
970
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
965+ 2.68% |
$306K - $377K
|
37K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
960+ 42.09% |
$304K - $375K
|
3.24K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
951New |
$301K - $372K
|
951
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950New |
$301K - $372K
|
950
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
945New |
$299K - $370K
|
945
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
932+ 1.35% |
$295K - $365K
|
70.2K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
928+ 0.41% |
$294K - $363K
|
227K
$82.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
926+ 75.9% |
$293K - $362K
|
2.15K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
918+ 2.86% |
$291K - $359K
|
33K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
912New |
$289K - $357K
|
912
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
BUY
|
- |
911+ 3.0% |
$289K - $356K
|
31.3K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
906+ 11.28% |
$287K - $354K
|
8.94K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
895+ 0.22% |
$284K - $350K
|
401K
$146M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
894+ 126.27% |
$283K - $350K
|
1.6K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
888+ 25.78% |
$281K - $347K
|
4.33K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
886+ 3.76% |
$281K - $347K
|
24.4K
$8.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
879+ 0.91% |
$278K - $344K
|
97.3K
$35.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
877+ 11.55% |
$278K - $343K
|
8.47K
$3.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
871+ 99.43% |
$276K - $341K
|
1.75K
$636K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
856+ 3.27% |
$271K - $335K
|
27.1K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
853New |
$270K - $334K
|
853
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
843+ 26.6% |
$267K - $330K
|
4.01K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
841+ 5.28% |
$266K - $329K
|
16.8K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
837+ 21.8% |
$265K - $327K
|
4.68K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
827New |
$262K - $323K
|
827
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
824+ 1.83% |
$261K - $322K
|
45.9K
$16.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
823+ 15.58% |
$261K - $322K
|
6.11K
$2.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
804+ 7.14% |
$255K - $314K
|
12.1K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
795+ 14.29% |
$252K - $311K
|
6.36K
$2.31M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
784+ 116.67% |
$248K - $307K
|
1.46K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
783New |
$248K - $306K
|
783
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
779+ 15.76% |
$247K - $305K
|
5.72K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
777New |
$246K - $304K
|
777
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776New |
$246K - $304K
|
776
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
775+ 52.83% |
$246K - $303K
|
2.24K
$816K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
775+ 22.33% |
$246K - $303K
|
4.25K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
766New |
$243K - $300K
|
766
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
762+ 0.14% |
$241K - $298K
|
562K
$205M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
760+ 4.71% |
$241K - $297K
|
16.9K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
757+ 0.24% |
$240K - $296K
|
319K
$116M
|