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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
250+ 12.13% |
$90.1K - $104K
|
2.31K
$786K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
250+ 1.48% |
$90.1K - $104K
|
17.2K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
245+ 2.08% |
$88.3K - $102K
|
12K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
242+ 13.93% |
$87.2K - $101K
|
1.98K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
239+ 29.11% |
$86.1K - $99.6K
|
1.06K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
239+ 3.22% |
$86.1K - $99.6K
|
7.66K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
237+ 2.23% |
$85.4K - $98.8K
|
10.8K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
237+ 0.72% |
$85.4K - $98.8K
|
33.3K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
237+ 6.58% |
$85.4K - $98.8K
|
3.84K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
236+ 3.56% |
$85K - $98.4K
|
6.86K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
236New |
$85K - $98.4K
|
236
$80.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.57% |
$83.6K - $96.7K
|
6.74K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
230+ 0.36% |
$82.9K - $95.9K
|
65K
$22.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
228+ 0.59% |
$82.2K - $95K
|
38.6K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
228New |
$82.2K - $95K
|
228
$77.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
228+ 16.27% |
$82.2K - $95K
|
1.63K
$554K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
228+ 24.03% |
$82.2K - $95K
|
1.18K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
227+ 0.33% |
$81.8K - $94.6K
|
69.1K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
224+ 5.07% |
$80.7K - $93.4K
|
4.65K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
224+ 16.43% |
$80.7K - $93.4K
|
1.59K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
219+ 8.99% |
$78.9K - $91.3K
|
2.66K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
218New |
$78.6K - $90.9K
|
218
$74.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
218+ 1.0% |
$78.6K - $90.9K
|
21.9K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
218+ 8.8% |
$78.6K - $90.9K
|
2.7K
$917K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
217+ 20.39% |
$78.2K - $90.5K
|
1.28K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 23.48% |
$77.8K - $90K
|
1.14K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 1.09% |
$77.5K - $89.6K
|
19.9K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
215+ 15.17% |
$77.5K - $89.6K
|
1.63K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
215New |
$77.5K - $89.6K
|
215
$73.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 1.46% |
$77.1K - $89.2K
|
14.8K
$5.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
212+ 4.7% |
$76.4K - $88.4K
|
4.72K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
211+ 8.72% |
$76K - $88K
|
2.63K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
210+ 1.24% |
$75.7K - $87.5K
|
17.1K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
210+ 1.6% |
$75.7K - $87.5K
|
13.3K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
207+ 7.54% |
$74.6K - $86.3K
|
2.95K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
206+ 18.93% |
$74.2K - $85.9K
|
1.29K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
205+ 23.06% |
$73.9K - $85.5K
|
1.09K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
204New |
$73.5K - $85K
|
204
$69.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203+ 70.49% |
$73.2K - $84.6K
|
491
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
203+ 2.04% |
$73.2K - $84.6K
|
10.2K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
202+ 3.08% |
$72.8K - $84.2K
|
6.75K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
202+ 22.15% |
$72.8K - $84.2K
|
1.11K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
202+ 0.83% |
$72.8K - $84.2K
|
24.6K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$72.1K - $83.4K
|
200
$68K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
199+ 33.28% |
$71.7K - $83K
|
797
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
194+ 1.95% |
$69.9K - $80.9K
|
10.2K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
192+ 29.09% |
$69.2K - $80K
|
852
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 6.13% |
$69.2K - $80K
|
3.32K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
191+ 36.31% |
$68.8K - $79.6K
|
717
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
191+ 13.64% |
$68.8K - $79.6K
|
1.59K
$541K
|