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 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 4.26% |
$18K - $20.8K
|
1.13K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 4.06% |
$18K - $20.8K
|
1.18K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 7.67% |
$18K - $20.8K
|
602
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.91% |
$18K - $20.8K
|
1.67K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-50- 3.3% |
$18K - $20.8K
|
1.46K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.35% |
$18K - $20.8K
|
14.2K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-50- 7.74% |
$18K - $20.8K
|
596
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 5.56% |
$18K - $20.8K
|
849
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 1.4% |
$18K - $20.8K
|
3.51K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 0.27% |
$18K - $20.8K
|
18.7K
$6.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.65% |
$18K - $20.8K
|
7.59K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.86% |
$18K - $20.8K
|
5.73K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 3.82% |
$18K - $20.8K
|
1.26K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.79% |
$18K - $20.8K
|
6.25K
$2.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.58% |
$18K - $20.8K
|
846
$291K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 2.24% |
$18K - $20.8K
|
2.18K
$750K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-50- 4.4% |
$18K - $20.8K
|
1.09K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-51- 1.7% |
$18.4K - $21.3K
|
2.94K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-51- 2.42% |
$18.4K - $21.3K
|
2.05K
$706K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-52- 2.06% |
$18.7K - $21.7K
|
2.47K
$849K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 2.05% |
$18.7K - $21.7K
|
2.49K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 1.73% |
$18.7K - $21.7K
|
2.95K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 5.07% |
$18.7K - $21.7K
|
974
$335K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.56% |
$19.1K - $22.1K
|
1.44K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 1.59% |
$19.5K - $22.5K
|
3.34K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 10.78% |
$19.5K - $22.5K
|
447
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-55- 0.84% |
$19.8K - $22.9K
|
6.49K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 5.11% |
$19.8K - $22.9K
|
1.02K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-55- 6.98% |
$19.8K - $22.9K
|
733
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-57- 0.97% |
$20.5K - $23.8K
|
5.8K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 1.85% |
$20.5K - $23.8K
|
3.02K
$1.04M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-58- 1.54% |
$20.9K - $24.2K
|
3.7K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-58- 0.62% |
$20.9K - $24.2K
|
9.24K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-59- 1.06% |
$21.3K - $24.6K
|
5.53K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59- 2.49% |
$21.3K - $24.6K
|
2.31K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-59- 4.23% |
$21.3K - $24.6K
|
1.34K
$459K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-60- 1.29% |
$21.6K - $25K
|
4.58K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 0.64% |
$21.6K - $25K
|
9.36K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 6.47% |
$21.6K - $25K
|
867
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-60- 4.54% |
$21.6K - $25K
|
1.26K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.19% |
$21.6K - $25K
|
1.82K
$626K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-60- 7.11% |
$21.6K - $25K
|
784
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-61- 2.09% |
$22K - $25.4K
|
2.85K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-63- 2.24% |
$22.7K - $26.3K
|
2.76K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-64- 0.87% |
$23.1K - $26.7K
|
7.33K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-64- 9.88% |
$23.1K - $26.7K
|
584
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-64- 5.75% |
$23.1K - $26.7K
|
1.05K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 1.56% |
$23.1K - $26.7K
|
4.04K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.45% |
$23.4K - $27.1K
|
2.58K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-65- 1.23% |
$23.4K - $27.1K
|
5.2K
$1.79M
|