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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.82K- 15.92% |
$1.02M - $1.18M
|
14.9K
$5.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 50.0% |
$1.03M - $1.19M
|
2.86K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.93K- 4.91% |
$1.06M - $1.22M
|
56.8K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 18.18% |
$1.13M - $1.31M
|
14.1K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.22K- 5.54% |
$1.16M - $1.34M
|
54.9K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 20.16% |
$1.18M - $1.36M
|
12.9K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4K- 2.49% |
$1.44M - $1.67M
|
157K
$58.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.24K- 18.16% |
$1.53M - $1.77M
|
19.1K
$7.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.26K- 1.53% |
$1.53M - $1.78M
|
274K
$103M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.46K- 7.5% |
$1.61M - $1.86M
|
55K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.47K- 13.51% |
$1.97M - $2.28M
|
35K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.63K- 5.05% |
$2.03M - $2.35M
|
106K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.86K- 27.08% |
$2.11M - $2.44M
|
15.8K
$5.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.32K- 60.72% |
$2.28M - $2.64M
|
4.09K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.51K- 99.91% |
$2.34M - $2.71M
|
6
$2.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.63K- 2.49% |
$2.39M - $2.76M
|
260K
$97.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 2.77% |
$2.6M - $3.01M
|
254K
$95.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.2K- 1.58% |
$2.95M - $3.42M
|
510K
$191M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.18K- 24.7% |
$3.31M - $3.83M
|
28K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.7K- 11.5% |
$3.49M - $4.04M
|
74.6K
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.81% |
$3.8M - $4.4M
|
266K
$99.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.1K- 8.93% |
$4.01M - $4.64M
|
113K
$42.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.1K- 0.92% |
$4.71M - $5.45M
|
1.41M
$529M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-13.1K- 13.45% |
$4.71M - $5.45M
|
84.2K
$31.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.3K- 5.11% |
$5.86M - $6.78M
|
302K
$113M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-18.2K- 15.59% |
$6.54M - $7.57M
|
98.3K
$36.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-22K- 6.95% |
$7.93M - $9.18M
|
295K
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.1K- 43.12% |
$7.97M - $9.22M
|
29.2K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-22.5K- 93.62% |
$8.1M - $9.37M
|
1.53K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 65.63% |
$9.54M - $11M
|
13.9K
$5.2M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.1K- 5.72% |
$9.78M - $11.3M
|
447K
$168M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-110K- 36.13% |
$39.7M - $45.9M
|
195K
$73M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-124K- 99.74% |
$44.7M - $51.7M
|
319
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-226K- 99.69% |
$81.6M - $94.4M
|
702
$263K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.13M- 99.75% |
$768M - $888M
|
5.44K
$2.04M
|