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
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-65- 2.11% |
$23.4K - $27.1K
|
3.01K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-65- 1.3% |
$23.4K - $27.1K
|
4.94K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 4.87% |
$23.4K - $27.1K
|
1.27K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-67- 3.41% |
$24.1K - $27.9K
|
1.9K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-68- 4.44% |
$24.5K - $28.3K
|
1.47K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 2.21% |
$24.9K - $28.8K
|
3.05K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-69- 4.47% |
$24.9K - $28.8K
|
1.47K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-70- 1.91% |
$25.2K - $29.2K
|
3.6K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-71- 0.99% |
$25.6K - $29.6K
|
7.08K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 43.83% |
$25.6K - $29.6K
|
91
$31.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 1.31% |
$25.9K - $30K
|
5.42K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-72- 2.03% |
$25.9K - $30K
|
3.48K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-73- 0.51% |
$26.3K - $30.4K
|
14.2K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-73- 5.75% |
$26.3K - $30.4K
|
1.2K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-74- 0.28% |
$26.7K - $30.8K
|
26.2K
$9M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-74- 9.91% |
$26.7K - $30.8K
|
673
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-74- 11.06% |
$26.7K - $30.8K
|
595
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-75- 0.65% |
$27K - $31.3K
|
11.4K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 7.14% |
$27K - $31.3K
|
975
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.23% |
$27K - $31.3K
|
6.04K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-76- 2.09% |
$27.4K - $31.7K
|
3.56K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-79- 2.58% |
$28.5K - $32.9K
|
2.98K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-79- 5.01% |
$28.5K - $32.9K
|
1.5K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-79- 0.49% |
$28.5K - $32.9K
|
16K
$5.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-80- 0.53% |
$28.8K - $33.4K
|
15.1K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-80- 6.07% |
$28.8K - $33.4K
|
1.24K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-81- 0.07% |
$29.2K - $33.8K
|
108K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-81- 2.43% |
$29.2K - $33.8K
|
3.26K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-82- 3.04% |
$29.6K - $34.2K
|
2.61K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-83- 2.6% |
$29.9K - $34.6K
|
3.11K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-83- 0.53% |
$29.9K - $34.6K
|
15.6K
$5.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-83- 2.76% |
$29.9K - $34.6K
|
2.93K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-84- 1.99% |
$30.3K - $35K
|
4.14K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-85- 8.44% |
$30.6K - $35.4K
|
922
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-85- 1.2% |
$30.6K - $35.4K
|
7K
$2.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-87- 1.34% |
$31.4K - $36.3K
|
6.43K
$2.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 6.29% |
$31.7K - $36.7K
|
1.31K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-88- 3.13% |
$31.7K - $36.7K
|
2.73K
$937K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-89- 5.32% |
$32.1K - $37.1K
|
1.59K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-89- 1.4% |
$32.1K - $37.1K
|
6.29K
$2.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-90- 19.35% |
$32.4K - $37.5K
|
375
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-91- 10.56% |
$32.8K - $37.9K
|
771
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-91- 4.31% |
$32.8K - $37.9K
|
2.02K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-91- 7.21% |
$32.8K - $37.9K
|
1.17K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-93- 2.21% |
$33.5K - $38.8K
|
4.12K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-93- 4.58% |
$33.5K - $38.8K
|
1.94K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-93- 1.15% |
$33.5K - $38.8K
|
8.02K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-93- 1.12% |
$33.5K - $38.8K
|
8.24K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 0.24% |
$33.9K - $39.2K
|
38.5K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$449K
|