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 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.35KNew |
$1.21M - $1.39M
|
3.35K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
3.28KNew |
$1.18M - $1.37M
|
3.28K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$1.08M - $1.25M
|
3K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.82K+ 46.89% |
$1.02M - $1.18M
|
8.83K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76K+ 12.1% |
$996K - $1.15M
|
25.6K
$9.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.75KNew |
$990K - $1.15M
|
2.75K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$990K - $1.14M
|
2.75K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.52K+ 51.51% |
$908K - $1.05M
|
7.41K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.43K+ 5.7% |
$876K - $1.01M
|
45.1K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.41K+ 66.46% |
$868K - $1M
|
6.04K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.41KNew |
$867K - $1M
|
2.41K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.31K+ 70.59% |
$834K - $965K
|
5.59K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.25K+ 165.32% |
$811K - $938K
|
3.61K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.24K+ 9.9% |
$805K - $932K
|
24.8K
$9.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.21KNew |
$797K - $923K
|
2.21K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.11KNew |
$761K - $881K
|
2.11K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.09KNew |
$755K - $873K
|
2.09K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.09KNew |
$754K - $872K
|
2.09K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$751K - $868K
|
2.08K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2K+ 400.0% |
$721K - $834K
|
2.5K
$937K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 17.65% |
$717K - $829K
|
13.3K
$4.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.98K+ 15.28% |
$712K - $824K
|
14.9K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94K+ 25.38% |
$699K - $809K
|
9.58K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$697K - $806K
|
1.93K
$725K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.91K+ 29.68% |
$688K - $796K
|
8.35K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.89KNew |
$680K - $787K
|
1.89K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 8.35% |
$677K - $784K
|
24.4K
$9.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.86KNew |
$668K - $773K
|
1.86K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.83KNew |
$660K - $763K
|
1.83K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.77KNew |
$637K - $737K
|
1.77K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 8.5% |
$636K - $735K
|
22.5K
$8.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.76KNew |
$635K - $734K
|
1.76K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.73K+ 11.98% |
$624K - $722K
|
16.2K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73K+ 10.49% |
$622K - $720K
|
18.2K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.7KNew |
$611K - $707K
|
1.7K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.66K+ 1.11% |
$599K - $693K
|
151K
$56.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.65K+ 93.87% |
$596K - $689K
|
3.41K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.61K+ 1.19% |
$579K - $670K
|
136K
$51M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.6KNew |
$577K - $667K
|
1.6K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.6KNew |
$577K - $667K
|
1.6K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.58KNew |
$568K - $657K
|
1.58K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.53KNew |
$552K - $639K
|
1.53K
$575K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.5K+ 103.3% |
$542K - $627K
|
2.96K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.5K+ 65.13% |
$541K - $626K
|
3.81K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 22.69% |
$537K - $622K
|
8.06K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.46KNew |
$526K - $609K
|
1.46K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.46K+ 41.55% |
$525K - $607K
|
4.96K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 6.84% |
$519K - $601K
|
22.5K
$8.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41KNew |
$508K - $588K
|
1.41K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.35KNew |
$487K - $564K
|
1.35K
$507K
|