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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 5.15% |
$18K - $20.8K
|
1.02K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
50+ 1.23% |
$18K - $20.8K
|
4.11K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$17.7K - $20.4K
|
49
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
46+ 5.81% |
$16.6K - $19.2K
|
838
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 3.79% |
$16.2K - $18.8K
|
1.23K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.74% |
$16.2K - $18.8K
|
6.16K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$15.5K - $17.9K
|
939
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 6.16% |
$15.5K - $17.9K
|
741
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
42+ 4.62% |
$15.1K - $17.5K
|
951
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
42+ 6.76% |
$15.1K - $17.5K
|
663
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
42+ 0.28% |
$15.1K - $17.5K
|
14.9K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
42+ 3.3% |
$15.1K - $17.5K
|
1.32K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
41+ 0.89% |
$14.8K - $17.1K
|
4.66K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$14.4K - $16.7K
|
40
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 2.57% |
$14.4K - $16.7K
|
1.6K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
40+ 0.35% |
$14.4K - $16.7K
|
11.6K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
40+ 0.52% |
$14.4K - $16.7K
|
7.67K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.25% |
$14.1K - $16.3K
|
512
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 0.24% |
$14.1K - $16.3K
|
16.4K
$6.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 1.18% |
$13.7K - $15.8K
|
3.27K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.72% |
$13K - $15K
|
2.13K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
36+ 2.56% |
$13K - $15K
|
1.44K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 1.74% |
$13K - $15K
|
2.1K
$768K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 1.34% |
$12.6K - $14.6K
|
2.64K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.93% |
$12.6K - $14.6K
|
3.81K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 2.75% |
$12.6K - $14.6K
|
1.31K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.32% |
$12.6K - $14.6K
|
846
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
34+ 2.72% |
$12.3K - $14.2K
|
1.28K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.86% |
$12.3K - $14.2K
|
3.97K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 126.92% |
$11.9K - $13.8K
|
59
$21.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 2.06% |
$11.2K - $12.9K
|
1.53K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31+ 0.46% |
$11.2K - $12.9K
|
6.75K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.31% |
$10.8K - $12.5K
|
9.63K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 4.46% |
$10.8K - $12.5K
|
703
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
30+ 2.48% |
$10.8K - $12.5K
|
1.24K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.73% |
$10.8K - $12.5K
|
4.16K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.12% |
$10.5K - $12.1K
|
23.9K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29+ 5.03% |
$10.5K - $12.1K
|
605
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.07% |
$10.5K - $12.1K
|
1.43K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28+ 4.4% |
$10.1K - $11.7K
|
665
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 0.98% |
$10.1K - $11.7K
|
2.9K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 6.32% |
$10.1K - $11.7K
|
471
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
27+ 1.87% |
$9.73K - $11.3K
|
1.47K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.62% |
$9.73K - $11.3K
|
4.37K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
27+ 3.25% |
$9.73K - $11.3K
|
857
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27+ 1.21% |
$9.73K - $11.3K
|
2.26K
$824K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 7.58% |
$9.73K - $11.3K
|
383
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
26+ 3.49% |
$9.37K - $10.8K
|
770
$281K
|