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 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-33- 1.2% |
$11.9K - $13.8K
|
2.72K
$934K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$75K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-33- 3.36% |
$11.9K - $13.8K
|
950
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 4.26% |
$11.9K - $13.8K
|
741
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 1.86% |
$12.3K - $14.2K
|
1.79K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 1.12% |
$12.3K - $14.2K
|
3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 1.52% |
$12.3K - $14.2K
|
2.21K
$758K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-35- 1.59% |
$12.6K - $14.6K
|
2.16K
$743K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$493K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-36- 0.91% |
$13K - $15K
|
3.91K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-36- 0.13% |
$13K - $15K
|
27.4K
$9.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 3.41% |
$13.3K - $15.4K
|
1.05K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-38- 0.18% |
$13.7K - $15.8K
|
21.1K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-38- 0.61% |
$13.7K - $15.8K
|
6.17K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.25% |
$14.1K - $16.3K
|
15.3K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-39- 1.14% |
$14.1K - $16.3K
|
3.38K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 0.86% |
$14.4K - $16.7K
|
4.6K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-40- 1.09% |
$14.4K - $16.7K
|
3.63K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-40- 0.55% |
$14.4K - $16.7K
|
7.27K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-40- 1.72% |
$14.4K - $16.7K
|
2.29K
$786K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-41- 0.1% |
$14.8K - $17.1K
|
40.7K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-41- 3.26% |
$14.8K - $17.1K
|
1.22K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 1.69% |
$14.8K - $17.1K
|
2.39K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.67% |
$14.8K - $17.1K
|
6.1K
$2.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-42- 0.39% |
$15.1K - $17.5K
|
10.7K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-43- 2.75% |
$15.5K - $17.9K
|
1.52K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.75% |
$15.9K - $18.3K
|
2.48K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-44- 5.84% |
$15.9K - $18.3K
|
709
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-44- 1.87% |
$15.9K - $18.3K
|
2.31K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-44- 6.01% |
$15.9K - $18.3K
|
688
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-45- 2.17% |
$16.2K - $18.8K
|
2.03K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 4.0% |
$16.2K - $18.8K
|
1.08K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.0% |
$16.2K - $18.8K
|
2.2K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45- 0.23% |
$16.2K - $18.8K
|
19.6K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-45- 4.77% |
$16.2K - $18.8K
|
898
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 1.62% |
$16.2K - $18.8K
|
2.73K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 0.87% |
$16.2K - $18.8K
|
5.11K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-45- 1.72% |
$16.2K - $18.8K
|
2.57K
$883K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-45- 0.82% |
$16.2K - $18.8K
|
5.46K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-46- 4.31% |
$16.6K - $19.2K
|
1.02K
$351K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-47- 0.56% |
$16.9K - $19.6K
|
8.3K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-47- 1.95% |
$16.9K - $19.6K
|
2.37K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-47- 2.99% |
$16.9K - $19.6K
|
1.53K
$525K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-48- 0.61% |
$17.3K - $20K
|
7.87K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-48- 0.35% |
$17.3K - $20K
|
13.5K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-48- 1.45% |
$17.3K - $20K
|
3.26K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 2.87% |
$17.7K - $20.4K
|
1.66K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.6% |
$18K - $20.8K
|
8.31K
$2.86M
|