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 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-210- 2.21% |
$75.7K - $87.5K
|
9.31K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 1.74% |
$76.4K - $88.4K
|
12K
$4.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-214- 5.99% |
$77.1K - $89.2K
|
3.36K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-215- 21.35% |
$77.5K - $89.6K
|
792
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-218- 0.98% |
$78.6K - $90.9K
|
22.1K
$8.09M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-222- 0.19% |
$80K - $92.5K
|
116K
$42.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-225- 2.79% |
$81.1K - $93.8K
|
7.84K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-226- 0.56% |
$81.4K - $94.2K
|
40.3K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-229- 10.16% |
$82.5K - $95.5K
|
2.03K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-237- 3.55% |
$85.4K - $98.8K
|
6.43K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-237- 1.0% |
$85.4K - $98.8K
|
23.5K
$8.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-238- 6.09% |
$85.8K - $99.2K
|
3.67K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-240- 7.11% |
$86.5K - $100K
|
3.14K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-242- 1.37% |
$87.2K - $101K
|
17.5K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 21.63% |
$87.2K - $101K
|
877
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-249- 12.69% |
$89.7K - $104K
|
1.71K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 17.01% |
$90.1K - $104K
|
1.22K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 0.88% |
$90.1K - $104K
|
28K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 2.0% |
$90.1K - $104K
|
12.3K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-252- 0.92% |
$90.8K - $105K
|
27.2K
$9.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-271- 8.97% |
$97.7K - $113K
|
2.75K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-273- 1.74% |
$98.4K - $114K
|
15.4K
$5.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-274- 1.8% |
$98.7K - $114K
|
15K
$5.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-282- 3.42% |
$102K - $118K
|
7.97K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-288- 6.62% |
$104K - $120K
|
4.06K
$1.48M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 1.3% |
$105K - $121K
|
22.1K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-293- 1.27% |
$106K - $122K
|
22.7K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-297- 5.71% |
$107K - $124K
|
4.9K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-298- 22.27% |
$107K - $124K
|
1.04K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 8.57% |
$108K - $125K
|
3.19K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-299- 0.79% |
$108K - $125K
|
37.4K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 56.71% |
$108K - $125K
|
229
$83.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-300- 5.67% |
$108K - $125K
|
4.99K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 4.68% |
$108K - $125K
|
6.12K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-304- 3.17% |
$110K - $127K
|
9.29K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-307- 3.27% |
$111K - $128K
|
9.09K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-309- 4.43% |
$111K - $129K
|
6.67K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-312- 1.35% |
$112K - $130K
|
22.9K
$8.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-313- 12.12% |
$113K - $130K
|
2.27K
$830K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-321- 0.58% |
$116K - $134K
|
54.9K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-322- 5.11% |
$116K - $134K
|
5.98K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-322- 7.83% |
$116K - $134K
|
3.79K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-326- 3.75% |
$117K - $136K
|
8.38K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-328- 7.69% |
$118K - $137K
|
3.94K
$1.44M
|