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 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
184+ 7.28% |
$66.3K - $76.7K
|
2.71K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
183+ 1.91% |
$65.9K - $76.3K
|
9.75K
$3.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
182+ 2.62% |
$65.6K - $75.9K
|
7.12K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
181+ 12.07% |
$65.2K - $75.5K
|
1.68K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.9% |
$65.2K - $75.5K
|
20.3K
$8.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
181New |
$65.2K - $75.5K
|
181
$72.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 1.27% |
$64.9K - $75K
|
14.4K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
179+ 4.59% |
$64.5K - $74.6K
|
4.08K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
179+ 3.76% |
$64.5K - $74.6K
|
4.94K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
176+ 14.89% |
$63.4K - $73.4K
|
1.36K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
176+ 10.06% |
$63.4K - $73.4K
|
1.93K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
175+ 19.98% |
$63.1K - $73K
|
1.05K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
174+ 223.08% |
$62.7K - $72.5K
|
252
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
174+ 9.16% |
$62.7K - $72.5K
|
2.07K
$834K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
173+ 15.64% |
$62.3K - $72.1K
|
1.28K
$514K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
172+ 13.25% |
$62K - $71.7K
|
1.47K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
168+ 30.77% |
$60.5K - $70K
|
714
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
167+ 4.99% |
$60.2K - $69.6K
|
3.51K
$1.41M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
167+ 28.99% |
$60.2K - $69.6K
|
743
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
166+ 21.99% |
$59.8K - $69.2K
|
921
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
165+ 11.07% |
$59.5K - $68.8K
|
1.66K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
164+ 5.14% |
$59.1K - $68.4K
|
3.35K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
164New |
$59.1K - $68.4K
|
164
$66K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
164+ 1.47% |
$59.1K - $68.4K
|
11.3K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
164+ 3.94% |
$59.1K - $68.4K
|
4.33K
$1.74M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
164New |
$59.1K - $68.4K
|
164
$66K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.61% |
$58.7K - $68K
|
6.41K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
163+ 3.38% |
$58.7K - $68K
|
4.99K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 9.45% |
$58K - $67.1K
|
1.86K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
161+ 7.85% |
$58K - $67.1K
|
2.21K
$889K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
160+ 1.28% |
$57.7K - $66.7K
|
12.7K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
159+ 20.33% |
$57.3K - $66.3K
|
941
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
158+ 5.67% |
$56.9K - $65.9K
|
2.95K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
157New |
$56.6K - $65.5K
|
157
$63.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
157+ 4.91% |
$56.6K - $65.5K
|
3.36K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
157New |
$56.6K - $65.5K
|
157
$63.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
156+ 3.64% |
$56.2K - $65K
|
4.45K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
156+ 4.05% |
$56.2K - $65K
|
4.01K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
155+ 21.71% |
$55.9K - $64.6K
|
869
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
155+ 16.45% |
$55.9K - $64.6K
|
1.1K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
153+ 3.36% |
$55.1K - $63.8K
|
4.71K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
152+ 3.99% |
$54.8K - $63.4K
|
3.96K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
152New |
$54.8K - $63.4K
|
152
$61.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
151+ 9.23% |
$54.4K - $62.9K
|
1.79K
$719K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.89% |
$54.1K - $62.5K
|
5.35K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
150+ 12.06% |
$54.1K - $62.5K
|
1.39K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
150+ 0.19% |
$54.1K - $62.5K
|
81.1K
$32.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
146+ 0.91% |
$52.6K - $60.9K
|
16.2K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
145+ 4.12% |
$52.3K - $60.4K
|
3.66K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 34.37% |
$51.9K - $60K
|
563
$226K
|