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 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.44K - $1.67K
|
1.05K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.61% |
$1.44K - $1.67K
|
663
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.44K - $1.67K
|
2.07K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 1.69% |
$1.44K - $1.67K
|
240
$96.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.23% |
$1.44K - $1.67K
|
1.73K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.32% |
$1.44K - $1.67K
|
1.25K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.09% |
$1.44K - $1.67K
|
372
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.58% |
$1.44K - $1.67K
|
698
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.12% |
$1.44K - $1.67K
|
3.47K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$1.08K - $1.25K
|
2.2K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$1.08K - $1.25K
|
1.53K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$1.08K - $1.25K
|
763
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$1.08K - $1.25K
|
3
$1.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$1.08K - $1.25K
|
638
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.27% |
$1.08K - $1.25K
|
1.1K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.17% |
$1.08K - $1.25K
|
1.75K
$704K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$1.08K - $1.25K
|
826
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$1.08K - $1.25K
|
816
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$1.08K - $1.25K
|
15
$6.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.24% |
$1.08K - $1.25K
|
1.28K
$513K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.57K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 4.48% |
$1.08K - $1.25K
|
70
$28.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.09% |
$1.08K - $1.25K
|
3.43K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.21% |
$1.08K - $1.25K
|
1.46K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.25K
|
2.04K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$1.08K - $1.25K
|
2.73K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3+ 0.44% |
$1.08K - $1.25K
|
684
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.08K - $1.25K
|
2.19K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.56K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.2% |
$1.08K - $1.25K
|
1.53K
$616K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.44% |
$1.08K - $1.25K
|
683
$275K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2+ 0.28% |
$721 - $834
|
710
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$721 - $834
|
3.67K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.29% |
$721 - $834
|
696
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.67K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.55K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2+ 0.16% |
$721 - $834
|
1.24K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$721 - $834
|
3.51K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.11% |
$721 - $834
|
1.83K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$721 - $834
|
2
$804
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.08K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.57K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$721 - $834
|
2.94K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.16% |
$721 - $834
|
1.22K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.26% |
$721 - $834
|
771
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$721 - $834
|
4.8K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$721 - $834
|
640
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.08K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.58K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2+ 0.2% |
$721 - $834
|
989
$398K
|