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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-128- 2.33% |
$46.1K - $53.4K
|
5.37K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-130- 4.92% |
$46.8K - $54.2K
|
2.51K
$918K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-131- 2.36% |
$47.2K - $54.6K
|
5.41K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-132- 1.19% |
$47.6K - $55K
|
10.9K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-132- 2.68% |
$47.6K - $55K
|
4.79K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-134- 1.77% |
$48.3K - $55.9K
|
7.45K
$2.72M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-135- 2.79% |
$48.6K - $56.3K
|
4.7K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-136- 0.53% |
$49K - $56.7K
|
25.5K
$9.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-137- 7.42% |
$49.4K - $57.1K
|
1.71K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-138- 4.69% |
$49.7K - $57.5K
|
2.8K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-139- 13.19% |
$50.1K - $57.9K
|
915
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-141- 14.63% |
$50.8K - $58.8K
|
823
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-142- 12.74% |
$51.2K - $59.2K
|
973
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-142- 1.33% |
$51.2K - $59.2K
|
10.6K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-142- 2.78% |
$51.2K - $59.2K
|
4.96K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-142- 5.75% |
$51.2K - $59.2K
|
2.33K
$851K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-144- 5.44% |
$51.9K - $60K
|
2.5K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-144- 3.78% |
$51.9K - $60K
|
3.66K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-145- 6.71% |
$52.3K - $60.4K
|
2.02K
$737K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-146- 2.04% |
$52.6K - $60.9K
|
7K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-147- 0.3% |
$53K - $61.3K
|
49.4K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-148- 1.8% |
$53.3K - $61.7K
|
8.09K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-149- 2.05% |
$53.7K - $62.1K
|
7.12K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-151- 9.32% |
$54.4K - $62.9K
|
1.47K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-153- 4.54% |
$55.1K - $63.8K
|
3.22K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-156- 1.79% |
$56.2K - $65K
|
8.54K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156- 3.86% |
$56.2K - $65K
|
3.88K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-156- 0.41% |
$56.2K - $65K
|
38.3K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 3.55% |
$56.6K - $65.5K
|
4.26K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-159- 1.29% |
$57.3K - $66.3K
|
12.2K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-160- 2.09% |
$57.7K - $66.7K
|
7.5K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-160- 1.31% |
$57.7K - $66.7K
|
12.1K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 1.43% |
$59.1K - $68.4K
|
11.3K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-165- 7.57% |
$59.5K - $68.8K
|
2.02K
$737K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-165- 82.5% |
$59.5K - $68.8K
|
35
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-166- 18.14% |
$59.8K - $69.2K
|
749
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-167- 13.76% |
$60.2K - $69.6K
|
1.05K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-168- 3.56% |
$60.5K - $70K
|
4.55K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-171- 0.85% |
$61.6K - $71.3K
|
20K
$7.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-172- 2.02% |
$62K - $71.7K
|
8.36K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-173- 55.45% |
$62.3K - $72.1K
|
139
$50.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-174- 12.97% |
$62.7K - $72.5K
|
1.17K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-174- 17.83% |
$62.7K - $72.5K
|
802
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-177- 3.92% |
$63.8K - $73.8K
|
4.33K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-180- 1.93% |
$64.9K - $75K
|
9.15K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-180- 1.42% |
$64.9K - $75K
|
12.5K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-182- 1.68% |
$65.6K - $75.9K
|
10.7K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-183- 0.71% |
$65.9K - $76.3K
|
25.7K
$9.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 0.27% |
$66.7K - $77.1K
|
67.8K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-186- 0.69% |
$67K - $77.5K
|
26.8K
$9.8M
|