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
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$9.01K - $10.4K
|
6.12K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 2.02% |
$9.01K - $10.4K
|
1.21K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-26- 1.41% |
$9.37K - $10.8K
|
1.81K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.5% |
$9.37K - $10.8K
|
5.16K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.18% |
$9.37K - $10.8K
|
2.18K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 0.54% |
$10.1K - $11.7K
|
5.19K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 8.66% |
$10.5K - $12.1K
|
306
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-29- 1.56% |
$10.5K - $12.1K
|
1.83K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 0.02% |
$10.8K - $12.5K
|
123K
$46.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 2.43% |
$10.8K - $12.5K
|
1.2K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 3.44% |
$10.8K - $12.5K
|
843
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-31- 0.93% |
$11.2K - $12.9K
|
3.3K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 2.31% |
$11.2K - $12.9K
|
1.31K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-33- 3.36% |
$11.9K - $13.8K
|
950
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-33- 1.2% |
$11.9K - $13.8K
|
2.72K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$81.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 1.86% |
$12.3K - $14.2K
|
1.79K
$671K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-41- 3.26% |
$14.8K - $17.1K
|
1.22K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 1.69% |
$14.8K - $17.1K
|
2.39K
$895K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.67% |
$14.8K - $17.1K
|
6.1K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-42- 0.39% |
$15.1K - $17.5K
|
10.7K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-43- 2.75% |
$15.5K - $17.9K
|
1.52K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.75% |
$15.9K - $18.3K
|
2.48K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 4.0% |
$16.2K - $18.8K
|
1.08K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.0% |
$16.2K - $18.8K
|
2.2K
$826K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-45- 2.17% |
$16.2K - $18.8K
|
2.03K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-46- 4.31% |
$16.6K - $19.2K
|
1.02K
$383K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-47- 0.56% |
$16.9K - $19.6K
|
8.3K
$3.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-48- 0.61% |
$17.3K - $20K
|
7.87K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 2.87% |
$17.7K - $20.4K
|
1.66K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.91% |
$18K - $20.8K
|
1.67K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-50- 7.74% |
$18K - $20.8K
|
596
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.6% |
$18K - $20.8K
|
8.31K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 4.26% |
$18K - $20.8K
|
1.13K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 7.67% |
$18K - $20.8K
|
602
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-50- 3.3% |
$18K - $20.8K
|
1.46K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 4.06% |
$18K - $20.8K
|
1.18K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.35% |
$18K - $20.8K
|
14.2K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-51- 1.7% |
$18.4K - $21.3K
|
2.94K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-52- 2.06% |
$18.7K - $21.7K
|
2.47K
$925K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.56% |
$19.1K - $22.1K
|
1.44K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-55- 0.84% |
$19.8K - $22.9K
|
6.49K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-57- 0.97% |
$20.5K - $23.8K
|
5.8K
$2.17M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-58- 1.54% |
$20.9K - $24.2K
|
3.7K
$1.39M
|