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 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-21- 1.23% |
$7.57K - $8.75K
|
1.68K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.91% |
$7.57K - $8.75K
|
700
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21- 2.95% |
$7.57K - $8.75K
|
692
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 0.12% |
$7.93K - $9.17K
|
17.7K
$6.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-23- 1.54% |
$8.29K - $9.59K
|
1.47K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-23- 1.49% |
$8.29K - $9.59K
|
1.52K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-23- 0.49% |
$8.29K - $9.59K
|
4.65K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-23- 0.25% |
$8.29K - $9.59K
|
9.26K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-23- 1.7% |
$8.29K - $9.59K
|
1.33K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-23- 0.98% |
$8.29K - $9.59K
|
2.32K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 0.49% |
$8.65K - $10K
|
4.91K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-24- 3.88% |
$8.65K - $10K
|
595
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24- 3.41% |
$8.65K - $10K
|
679
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$9.01K - $10.4K
|
6.12K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.7K
$4.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 2.99% |
$9.01K - $10.4K
|
810
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-25- 0.15% |
$9.01K - $10.4K
|
17.1K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 2.02% |
$9.01K - $10.4K
|
1.21K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.5% |
$9.01K - $10.4K
|
4.96K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-25- 6.14% |
$9.01K - $10.4K
|
382
$131K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.69% |
$9.01K - $10.4K
|
3.61K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 0.64% |
$9.01K - $10.4K
|
3.87K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.6K
$4.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25- 2.74% |
$9.01K - $10.4K
|
887
$305K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25- 10.64% |
$9.01K - $10.4K
|
210
$72.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-26- 1.41% |
$9.37K - $10.8K
|
1.81K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.18% |
$9.37K - $10.8K
|
2.18K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.5% |
$9.37K - $10.8K
|
5.16K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-27- 3.81% |
$9.73K - $11.3K
|
682
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 0.54% |
$10.1K - $11.7K
|
5.19K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-28- 0.94% |
$10.1K - $11.7K
|
2.96K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28- 1.56% |
$10.1K - $11.7K
|
1.76K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-29- 1.56% |
$10.5K - $12.1K
|
1.83K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 8.66% |
$10.5K - $12.1K
|
306
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-29- 2.32% |
$10.5K - $12.1K
|
1.22K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 3.44% |
$10.8K - $12.5K
|
843
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 0.02% |
$10.8K - $12.5K
|
123K
$42.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 2.43% |
$10.8K - $12.5K
|
1.2K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-30- 4.95% |
$10.8K - $12.5K
|
576
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-30- 2.13% |
$10.8K - $12.5K
|
1.38K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.33% |
$10.8K - $12.5K
|
8.98K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-31- 0.93% |
$11.2K - $12.9K
|
3.3K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 2.31% |
$11.2K - $12.9K
|
1.31K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 3.06% |
$11.2K - $12.9K
|
982
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31- 3.44% |
$11.2K - $12.9K
|
869
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-31- 0.77% |
$11.2K - $12.9K
|
4.01K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-32- 1.33% |
$11.5K - $13.3K
|
2.37K
$815K
|