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 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-91- 10.56% |
$32.8K - $37.9K
|
771
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-93- 2.21% |
$33.5K - $38.8K
|
4.12K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-93- 4.58% |
$33.5K - $38.8K
|
1.94K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-93- 1.15% |
$33.5K - $38.8K
|
8.02K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-96- 6.48% |
$34.6K - $40K
|
1.39K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-96- 8.96% |
$34.6K - $40K
|
975
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-96- 2.57% |
$34.6K - $40K
|
3.64K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-97- 6.98% |
$35K - $40.4K
|
1.29K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-97- 0.64% |
$35K - $40.4K
|
15K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-97- 10.16% |
$35K - $40.4K
|
858
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-99- 2.34% |
$35.7K - $41.3K
|
4.13K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-100- 2.02% |
$36K - $41.7K
|
4.86K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 5.89% |
$36K - $41.7K
|
1.6K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-100- 0.8% |
$36K - $41.7K
|
12.4K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 5.72% |
$36K - $41.7K
|
1.65K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-100- 8.07% |
$36K - $41.7K
|
1.14K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 4.1% |
$36K - $41.7K
|
2.34K
$856K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 0.87% |
$36K - $41.7K
|
11.4K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.02% |
$36K - $41.7K
|
607K
$222M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.79% |
$36K - $41.7K
|
3.48K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 38.61% |
$36K - $41.7K
|
159
$58.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-101- 2.82% |
$36.4K - $42.1K
|
3.48K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-101- 18.33% |
$36.4K - $42.1K
|
450
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-102- 4.25% |
$36.8K - $42.5K
|
2.3K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-104- 7.98% |
$37.5K - $43.4K
|
1.2K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-105- 1.06% |
$37.8K - $43.8K
|
9.8K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-107- 6.87% |
$38.6K - $44.6K
|
1.45K
$530K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-109- 0.86% |
$39.3K - $45.4K
|
12.6K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-109- 1.16% |
$39.3K - $45.4K
|
9.26K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 4.44% |
$39.3K - $45.4K
|
2.35K
$857K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 3.58% |
$39.6K - $45.9K
|
2.97K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-110- 5.54% |
$39.6K - $45.9K
|
1.88K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 3.98% |
$40K - $46.3K
|
2.68K
$980K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-111- 1.89% |
$40K - $46.3K
|
5.77K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-112- 0.5% |
$40.4K - $46.7K
|
22.3K
$8.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-112- 8.33% |
$40.4K - $46.7K
|
1.23K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-112- 6.59% |
$40.4K - $46.7K
|
1.59K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-113- 13.23% |
$40.7K - $47.1K
|
741
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-115- 1.84% |
$41.4K - $47.9K
|
6.13K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-115- 3.04% |
$41.4K - $47.9K
|
3.67K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-117- 0.28% |
$42.2K - $48.8K
|
41.4K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-118- 4.29% |
$42.5K - $49.2K
|
2.63K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-121- 3.43% |
$43.6K - $50.4K
|
3.41K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-121- 5.41% |
$43.6K - $50.4K
|
2.12K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-122- 2.05% |
$44K - $50.9K
|
5.83K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-125- 26.65% |
$45K - $52.1K
|
344
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-125- 36.76% |
$45K - $52.1K
|
215
$78.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-125- 1.61% |
$45K - $52.1K
|
7.64K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-126- 3.9% |
$45.4K - $52.5K
|
3.1K
$1.13M
|