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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-12- 0.2% |
$4.32K - $5K
|
6.09K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-13- 12.04% |
$4.68K - $5.42K
|
95
$32.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.25% |
$4.68K - $5.42K
|
5.13K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-13- 0.18% |
$4.68K - $5.42K
|
7.04K
$2.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-14- 0.31% |
$5.05K - $5.84K
|
4.46K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 1.02% |
$5.05K - $5.84K
|
1.35K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-14- 4.42% |
$5.05K - $5.84K
|
303
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-14- 0.42% |
$5.05K - $5.84K
|
3.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 2.31% |
$5.41K - $6.25K
|
634
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-15- 1.95% |
$5.41K - $6.25K
|
755
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-15- 1.25% |
$5.41K - $6.25K
|
1.19K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-15- 0.4% |
$5.41K - $6.25K
|
3.74K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-15- 0.08% |
$5.41K - $6.25K
|
17.7K
$6.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 1.01% |
$5.41K - $6.25K
|
1.47K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-15- 0.93% |
$5.41K - $6.25K
|
1.6K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-16- 1.44% |
$5.77K - $6.67K
|
1.09K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.42% |
$5.77K - $6.67K
|
3.8K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-16- 2.68% |
$5.77K - $6.67K
|
580
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-16- 0.58% |
$5.77K - $6.67K
|
2.74K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-16- 1.96% |
$5.77K - $6.67K
|
800
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 1.38% |
$5.77K - $6.67K
|
1.15K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-17- 0.32% |
$6.13K - $7.09K
|
5.28K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-17- 0.27% |
$6.13K - $7.09K
|
6.33K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 1.48% |
$6.13K - $7.09K
|
1.13K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-18- 0.24% |
$6.49K - $7.5K
|
7.64K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 0.45% |
$6.49K - $7.5K
|
3.95K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 2.46% |
$6.49K - $7.5K
|
714
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-18- 1.36% |
$6.49K - $7.5K
|
1.31K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-18- 1.95% |
$6.49K - $7.5K
|
906
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-18- 0.14% |
$6.49K - $7.5K
|
12.9K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 4.66% |
$6.49K - $7.5K
|
368
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-18- 0.45% |
$6.49K - $7.5K
|
3.96K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-18- 1.66% |
$6.49K - $7.5K
|
1.07K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-19- 0.72% |
$6.85K - $7.92K
|
2.62K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.08% |
$6.85K - $7.92K
|
23.2K
$7.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-19- 0.52% |
$6.85K - $7.92K
|
3.63K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 6.46% |
$6.85K - $7.92K
|
275
$94.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-19- 1.05% |
$6.85K - $7.92K
|
1.78K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19- 0.58% |
$6.85K - $7.92K
|
3.24K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-20- 2.68% |
$7.21K - $8.34K
|
725
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-20- 0.23% |
$7.21K - $8.34K
|
8.52K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 0.8% |
$7.21K - $8.34K
|
2.49K
$857K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.44% |
$7.21K - $8.34K
|
1.37K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-20- 0.78% |
$7.21K - $8.34K
|
2.55K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 2.63% |
$7.21K - $8.34K
|
740
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-20- 0.1% |
$7.21K - $8.34K
|
20.4K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21- 0.59% |
$7.57K - $8.75K
|
3.53K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-21- 0.17% |
$7.57K - $8.75K
|
12.5K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$7.57K - $8.75K
|
2.88K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-21- 1.11% |
$7.57K - $8.75K
|
1.87K
$643K
|