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
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
783New |
$248K - $306K
|
783
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
779+ 15.76% |
$247K - $305K
|
5.72K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
777New |
$246K - $304K
|
777
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776New |
$246K - $304K
|
776
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
775+ 52.83% |
$246K - $303K
|
2.24K
$902K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
775+ 22.33% |
$246K - $303K
|
4.25K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
766New |
$243K - $300K
|
766
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
762+ 0.14% |
$241K - $298K
|
562K
$226M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
760+ 4.71% |
$241K - $297K
|
16.9K
$6.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
757+ 0.24% |
$240K - $296K
|
319K
$128M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
755+ 4.84% |
$239K - $295K
|
16.3K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
755New |
$239K - $295K
|
755
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
754New |
$239K - $295K
|
754
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
754+ 161.11% |
$239K - $295K
|
1.22K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
752+ 3.7% |
$238K - $294K
|
21.1K
$8.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
746New |
$236K - $292K
|
746
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
746+ 18.28% |
$236K - $292K
|
4.83K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
745+ 32.28% |
$236K - $291K
|
3.05K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
745+ 1.97% |
$236K - $291K
|
38.6K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
740+ 1.03% |
$234K - $289K
|
72.4K
$29.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
735+ 14.5% |
$233K - $287K
|
5.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
734+ 63.39% |
$233K - $287K
|
1.89K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
733+ 24.04% |
$232K - $287K
|
3.78K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
732New |
$232K - $286K
|
732
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
729+ 122.52% |
$231K - $285K
|
1.32K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
720New |
$228K - $282K
|
720
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
720New |
$228K - $282K
|
720
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
714New |
$226K - $279K
|
714
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
713New |
$226K - $279K
|
713
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
712New |
$226K - $278K
|
712
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
705+ 7.57% |
$223K - $276K
|
10K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
700+ 13.14% |
$222K - $274K
|
6.03K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
697+ 66.25% |
$221K - $273K
|
1.75K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
695+ 63.35% |
$220K - $272K
|
1.79K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
693+ 2.06% |
$220K - $271K
|
34.4K
$13.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
690+ 12.42% |
$219K - $270K
|
6.25K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
687New |
$218K - $269K
|
687
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
687+ 1.11% |
$218K - $269K
|
62.6K
$25.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
685+ 1.71% |
$217K - $268K
|
40.7K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
685+ 4.92% |
$217K - $268K
|
14.6K
$5.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
684+ 3.36% |
$217K - $268K
|
21K
$8.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
681New |
$216K - $266K
|
681
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
678+ 2.33% |
$215K - $265K
|
29.8K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
672+ 10.88% |
$213K - $263K
|
6.85K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
665New |
$211K - $260K
|
665
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
662New |
$210K - $259K
|
662
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
660+ 7.41% |
$209K - $258K
|
9.57K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
651New |
$206K - $255K
|
651
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
651New |
$206K - $255K
|
651
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
650+ 19.84% |
$206K - $254K
|
3.93K
$1.58M
|