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 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
126+ 2.3% |
$45.4K - $52.5K
|
5.62K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
125+ 1.5% |
$45K - $52.1K
|
8.49K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 5.02% |
$45K - $52.1K
|
2.62K
$956K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
121+ 6.53% |
$43.6K - $50.4K
|
1.97K
$721K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
118+ 12.22% |
$42.5K - $49.2K
|
1.08K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
116+ 10.04% |
$41.8K - $48.4K
|
1.27K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116+ 1.86% |
$41.8K - $48.4K
|
6.36K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
115+ 2.71% |
$41.4K - $47.9K
|
4.36K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
115+ 6.94% |
$41.4K - $47.9K
|
1.77K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
115+ 9.92% |
$41.4K - $47.9K
|
1.27K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
114+ 10.45% |
$41.1K - $47.5K
|
1.21K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
110+ 1.9% |
$39.6K - $45.9K
|
5.89K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
109+ 0.61% |
$39.3K - $45.4K
|
17.9K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
109+ 4.49% |
$39.3K - $45.4K
|
2.54K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
108+ 6.83% |
$38.9K - $45K
|
1.69K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
106+ 9.62% |
$38.2K - $44.2K
|
1.21K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
106+ 13.49% |
$38.2K - $44.2K
|
892
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
106+ 2.41% |
$38.2K - $44.2K
|
4.51K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
105+ 3.3% |
$37.8K - $43.8K
|
3.29K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
104+ 12.31% |
$37.5K - $43.4K
|
949
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
103+ 8.85% |
$37.1K - $42.9K
|
1.27K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
102+ 6.88% |
$36.8K - $42.5K
|
1.59K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101+ 8.24% |
$36.4K - $42.1K
|
1.33K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
100+ 4.28% |
$36K - $41.7K
|
2.44K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 10.0% |
$36K - $41.7K
|
1.1K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
99+ 5.23% |
$35.7K - $41.3K
|
1.99K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
99New |
$35.7K - $41.3K
|
99
$36.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
97+ 0.42% |
$35K - $40.4K
|
23.3K
$8.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
97+ 9.56% |
$35K - $40.4K
|
1.11K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
97+ 2.24% |
$35K - $40.4K
|
4.43K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
96New |
$34.6K - $40K
|
96
$35.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.77% |
$33.9K - $39.2K
|
12.3K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
92+ 9.55% |
$33.2K - $38.4K
|
1.06K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
91+ 15.91% |
$32.8K - $37.9K
|
663
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
90+ 1.38% |
$32.4K - $37.5K
|
6.61K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
90+ 1.57% |
$32.4K - $37.5K
|
5.81K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
89+ 7.09% |
$32.1K - $37.1K
|
1.34K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
88+ 6.72% |
$31.7K - $36.7K
|
1.4K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
88+ 8.43% |
$31.7K - $36.7K
|
1.13K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
87+ 3.12% |
$31.4K - $36.3K
|
2.87K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
87+ 3.51% |
$31.4K - $36.3K
|
2.57K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
86+ 0.2% |
$31K - $35.9K
|
42.2K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
86+ 9.49% |
$31K - $35.9K
|
992
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
86+ 10.4% |
$31K - $35.9K
|
913
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
86New |
$31K - $35.9K
|
86
$31.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 1.88% |
$30.6K - $35.4K
|
4.6K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
84+ 9.59% |
$30.3K - $35K
|
960
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84+ 0.88% |
$30.3K - $35K
|
9.66K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
82+ 14.56% |
$29.6K - $34.2K
|
645
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
81+ 3.53% |
$29.2K - $33.8K
|
2.37K
$867K
|