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 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-9- 0.47% |
$3.24K - $3.75K
|
1.92K
$720K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9- 0.41% |
$3.24K - $3.75K
|
2.21K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 5.63% |
$3.24K - $3.75K
|
151
$56.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.34% |
$3.6K - $4.17K
|
2.91K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-10- 0.78% |
$3.6K - $4.17K
|
1.27K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10- 0.59% |
$3.6K - $4.17K
|
1.67K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-10- 0.58% |
$3.6K - $4.17K
|
1.72K
$645K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 40.0% |
$3.6K - $4.17K
|
15
$5.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.61% |
$3.6K - $4.17K
|
1.64K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.31% |
$3.96K - $4.59K
|
3.53K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-12- 0.24% |
$4.32K - $5K
|
5K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-12- 1.62% |
$4.32K - $5K
|
731
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-12- 1.82% |
$4.32K - $5K
|
647
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12- 0.05% |
$4.32K - $5K
|
26.6K
$9.98M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-12- 1.07% |
$4.32K - $5K
|
1.11K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12- 1.3% |
$4.32K - $5K
|
912
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-13- 12.04% |
$4.68K - $5.42K
|
95
$35.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-14- 0.31% |
$5.05K - $5.84K
|
4.46K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 1.02% |
$5.05K - $5.84K
|
1.35K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-15- 1.95% |
$5.41K - $6.25K
|
755
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-15- 0.4% |
$5.41K - $6.25K
|
3.74K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 2.31% |
$5.41K - $6.25K
|
634
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-15- 1.25% |
$5.41K - $6.25K
|
1.19K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-16- 2.68% |
$5.77K - $6.67K
|
580
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-16- 1.44% |
$5.77K - $6.67K
|
1.09K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.42% |
$5.77K - $6.67K
|
3.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-17- 0.32% |
$6.13K - $7.09K
|
5.28K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 0.45% |
$6.49K - $7.5K
|
3.95K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 2.46% |
$6.49K - $7.5K
|
714
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-18- 1.36% |
$6.49K - $7.5K
|
1.31K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-18- 0.24% |
$6.49K - $7.5K
|
7.64K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-19- 1.05% |
$6.85K - $7.92K
|
1.78K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-19- 0.72% |
$6.85K - $7.92K
|
2.62K
$983K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 6.46% |
$6.85K - $7.92K
|
275
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.08% |
$6.85K - $7.92K
|
23.2K
$8.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-19- 0.52% |
$6.85K - $7.92K
|
3.63K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-20- 0.23% |
$7.21K - $8.34K
|
8.52K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 0.8% |
$7.21K - $8.34K
|
2.49K
$934K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-20- 2.68% |
$7.21K - $8.34K
|
725
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-21- 0.17% |
$7.57K - $8.75K
|
12.5K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$7.57K - $8.75K
|
2.88K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21- 0.59% |
$7.57K - $8.75K
|
3.53K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-23- 1.54% |
$8.29K - $9.59K
|
1.47K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 1.49% |
$8.29K - $9.59K
|
1.52K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-24- 3.88% |
$8.65K - $10K
|
595
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 0.49% |
$8.65K - $10K
|
4.91K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.5% |
$9.01K - $10.4K
|
4.96K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.15% |
$9.01K - $10.4K
|
17.1K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 2.99% |
$9.01K - $10.4K
|
810
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.7K
$4.76M
|