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
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.63K- 2.49% |
$2.39M - $2.76M
|
260K
$95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.83K- 52.1% |
$2.46M - $2.85M
|
6.28K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 2.77% |
$2.6M - $3.01M
|
254K
$92.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.2K- 1.58% |
$2.95M - $3.42M
|
510K
$186M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.18K- 24.7% |
$3.31M - $3.83M
|
28K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-9.5K- 11.6% |
$3.42M - $3.96M
|
72.4K
$26.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.7K- 11.5% |
$3.49M - $4.04M
|
74.6K
$27.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.83K- 34.66% |
$3.54M - $4.1M
|
18.5K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-9.87K- 12.86% |
$3.56M - $4.12M
|
66.9K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.1K- 9.14% |
$3.64M - $4.21M
|
100K
$36.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.3K- 1.84% |
$3.7M - $4.28M
|
549K
$201M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.81% |
$3.8M - $4.4M
|
266K
$97.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.1K- 8.93% |
$4.01M - $4.64M
|
113K
$41.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.1K- 0.92% |
$4.71M - $5.45M
|
1.41M
$516M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-13.1K- 13.45% |
$4.71M - $5.45M
|
84.2K
$30.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-13.2K- 13.53% |
$4.76M - $5.5M
|
84.4K
$30.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.6K- 87.56% |
$4.91M - $5.68M
|
1.94K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.3K- 5.11% |
$5.86M - $6.78M
|
302K
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-18.2K- 15.59% |
$6.54M - $7.57M
|
98.3K
$35.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-22K- 6.95% |
$7.93M - $9.18M
|
295K
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.1K- 43.12% |
$7.97M - $9.22M
|
29.2K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-22.5K- 93.62% |
$8.1M - $9.37M
|
1.53K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 65.63% |
$9.54M - $11M
|
13.9K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.1K- 5.72% |
$9.78M - $11.3M
|
447K
$163M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-29K- 19.89% |
$10.4M - $12.1M
|
117K
$42.6M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-99.5K- 9.73% |
$35.9M - $41.5M
|
923K
$337M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-107K- 46.32% |
$38.6M - $44.7M
|
124K
$45.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-110K- 36.13% |
$39.7M - $45.9M
|
195K
$71.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-124K- 99.74% |
$44.7M - $51.7M
|
319
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-168K- 25.76% |
$60.4M - $69.9M
|
483K
$176M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-226K- 99.69% |
$81.6M - $94.4M
|
702
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-803K- 99.72% |
$289M - $335M
|
2.22K
$811K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.13M- 99.75% |
$768M - $888M
|
5.44K
$1.99M
|