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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$180K - $208K
|
500
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
497+ 79.39% |
$179K - $207K
|
1.12K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
496+ 15.72% |
$179K - $207K
|
3.65K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
494+ 14.24% |
$178K - $206K
|
3.96K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
493+ 26.74% |
$178K - $206K
|
2.34K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
492+ 17.83% |
$177K - $205K
|
3.25K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
486+ 31.62% |
$175K - $203K
|
2.02K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
485+ 7.08% |
$175K - $202K
|
7.33K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
483+ 8.01% |
$174K - $201K
|
6.51K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
482New |
$174K - $201K
|
482
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
480+ 6.73% |
$173K - $200K
|
7.61K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
479+ 3.75% |
$173K - $200K
|
13.3K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
479+ 3.69% |
$173K - $200K
|
13.5K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
478New |
$172K - $199K
|
478
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
477+ 0.97% |
$172K - $199K
|
49.4K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
472+ 28.76% |
$170K - $197K
|
2.11K
$850K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
469+ 38.16% |
$169K - $196K
|
1.7K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
467+ 37.94% |
$168K - $195K
|
1.7K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
460+ 29.08% |
$166K - $192K
|
2.04K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
458+ 11.94% |
$165K - $191K
|
4.29K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
453+ 7.14% |
$163K - $189K
|
6.8K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
450+ 40.65% |
$162K - $188K
|
1.56K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
448New |
$161K - $187K
|
448
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
447+ 1.36% |
$161K - $186K
|
33.4K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
441+ 4.3% |
$159K - $184K
|
10.7K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
436+ 2.52% |
$157K - $182K
|
17.7K
$7.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
434+ 3.22% |
$156K - $181K
|
13.9K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
431+ 25.47% |
$155K - $180K
|
2.12K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
427New |
$154K - $178K
|
427
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
424+ 16.79% |
$153K - $177K
|
2.95K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 5.25% |
$152K - $176K
|
8.45K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
421+ 12.39% |
$152K - $176K
|
3.82K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
417+ 32.58% |
$150K - $174K
|
1.7K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 374.31% |
$147K - $170K
|
517
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
402+ 13.11% |
$145K - $168K
|
3.47K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 10.25% |
$145K - $167K
|
4.31K
$1.73M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$144K - $167K
|
400
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
399+ 2.22% |
$144K - $166K
|
18.4K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
397+ 15.72% |
$143K - $166K
|
2.92K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
396+ 1.07% |
$143K - $165K
|
37.4K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
395+ 2.59% |
$142K - $165K
|
15.6K
$6.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
394+ 30.15% |
$142K - $164K
|
1.7K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
391+ 9.59% |
$141K - $163K
|
4.47K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
390New |
$141K - $163K
|
390
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 1.55% |
$139K - $160K
|
25.2K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
384+ 3.42% |
$138K - $160K
|
11.6K
$4.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
383+ 2.6% |
$138K - $160K
|
15.1K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
377+ 20.46% |
$136K - $157K
|
2.22K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
375+ 6.55% |
$135K - $156K
|
6.1K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
375+ 12.66% |
$135K - $156K
|
3.34K
$1.34M
|