Purchases and Sales Made in Q4 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
282KNew |
$101M - $117M
|
282K
$106M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
226K+ 36168.53% |
$81.6M - $94.4M
|
227K
$85.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
59.8K+ 54.03% |
$21.6M - $24.9M
|
171K
$64M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
59.1KNew |
$21.3M - $24.6M
|
59.1K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
36.1K+ 146.3% |
$13M - $15.1M
|
60.8K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
30.6KNew |
$11M - $12.7M
|
30.6K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.6KNew |
$8.52M - $9.86M
|
23.6K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
22.9K+ 543.79% |
$8.23M - $9.53M
|
27.1K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.8K+ 2.64% |
$8.23M - $9.52M
|
888K
$333M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21.5KNew |
$7.73M - $8.95M
|
21.5K
$8.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
21.1K+ 75.26% |
$7.6M - $8.79M
|
49.1K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
20.7K+ 1619.75% |
$7.48M - $8.65M
|
22K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.4K+ 409.62% |
$6.63M - $7.67M
|
22.9K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.6K+ 119.9% |
$5.97M - $6.9M
|
30.4K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.3K+ 9.41% |
$5.17M - $5.98M
|
167K
$62.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.4K+ 2377.05% |
$4.81M - $5.57M
|
13.9K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.2K+ 498.6% |
$4.74M - $5.49M
|
15.8K
$5.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.8K+ 39.27% |
$4.6M - $5.32M
|
45.2K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
12.4KNew |
$4.47M - $5.17M
|
12.4K
$4.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.2K+ 1.63% |
$3.68M - $4.26M
|
636K
$238M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 127.96% |
$3.34M - $3.86M
|
16.5K
$6.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.96K+ 894.11% |
$3.23M - $3.73M
|
9.96K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.93K+ 14.96% |
$3.22M - $3.72M
|
68.6K
$25.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.58K+ 7.36% |
$3.09M - $3.57M
|
125K
$46.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.95K+ 9.13% |
$2.86M - $3.31M
|
95K
$35.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7.72K+ 8.23% |
$2.78M - $3.22M
|
101K
$38.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.52K+ 6.55% |
$2.35M - $2.72M
|
106K
$39.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.4K+ 11.7% |
$2.3M - $2.67M
|
61.1K
$22.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.36KNew |
$2.29M - $2.65M
|
6.36K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.25K+ 455.28% |
$2.25M - $2.61M
|
7.62K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.07KNew |
$2.19M - $2.53M
|
6.07K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6.05KNew |
$2.18M - $2.52M
|
6.05K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.9K+ 5.98% |
$2.13M - $2.46M
|
105K
$39.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
5.79KNew |
$2.09M - $2.41M
|
5.79K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.74K+ 44.11% |
$2.07M - $2.39M
|
18.7K
$7.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
4.98K+ 2.02% |
$1.79M - $2.07M
|
251K
$94M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.97K+ 102.82% |
$1.79M - $2.07M
|
9.79K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.84KNew |
$1.74M - $2.02M
|
4.84K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.81K+ 5.95% |
$1.73M - $2.01M
|
85.7K
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.74K+ 30.68% |
$1.71M - $1.97M
|
20.2K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.66KNew |
$1.68M - $1.94M
|
4.66K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.24KNew |
$1.53M - $1.77M
|
4.24K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.17K+ 9.07% |
$1.5M - $1.74M
|
50.1K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.75KNew |
$1.35M - $1.56M
|
3.75K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.64K+ 44.46% |
$1.31M - $1.52M
|
11.8K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.58KNew |
$1.29M - $1.49M
|
3.58K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.57K+ 19.72% |
$1.29M - $1.49M
|
21.6K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 25.04% |
$1.27M - $1.46M
|
17.5K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.45K+ 24.46% |
$1.24M - $1.44M
|
17.6K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.35K+ 54.64% |
$1.21M - $1.4M
|
9.48K
$3.55M
|