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 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-153- 4.54% |
$55.1K - $63.8K
|
3.22K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-153- 10.71% |
$55.1K - $63.8K
|
1.28K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-156- 1.79% |
$56.2K - $65K
|
8.54K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156- 3.86% |
$56.2K - $65K
|
3.88K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-156- 0.41% |
$56.2K - $65K
|
38.3K
$13.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-156- 1.8% |
$56.2K - $65K
|
8.52K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 3.55% |
$56.6K - $65.5K
|
4.26K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-157- 1.68% |
$56.6K - $65.5K
|
9.19K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-158- 6.7% |
$56.9K - $65.9K
|
2.2K
$756K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-159- 1.29% |
$57.3K - $66.3K
|
12.2K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-160- 2.09% |
$57.7K - $66.7K
|
7.5K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-160- 1.31% |
$57.7K - $66.7K
|
12.1K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 1.43% |
$59.1K - $68.4K
|
11.3K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-165- 7.57% |
$59.5K - $68.8K
|
2.02K
$693K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-165- 82.5% |
$59.5K - $68.8K
|
35
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-166- 18.14% |
$59.8K - $69.2K
|
749
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-166- 11.08% |
$59.8K - $69.2K
|
1.33K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-167- 13.76% |
$60.2K - $69.6K
|
1.05K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-168- 3.56% |
$60.5K - $70K
|
4.55K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-170- 5.61% |
$61.3K - $70.9K
|
2.86K
$984K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-171- 0.85% |
$61.6K - $71.3K
|
20K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-172- 2.02% |
$62K - $71.7K
|
8.36K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-172- 1.67% |
$62K - $71.7K
|
10.2K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-173- 55.45% |
$62.3K - $72.1K
|
139
$47.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-173- 1.54% |
$62.3K - $72.1K
|
11.1K
$3.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-174- 12.97% |
$62.7K - $72.5K
|
1.17K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-174- 17.83% |
$62.7K - $72.5K
|
802
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-175- 2.14% |
$63.1K - $73K
|
7.99K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 10.66% |
$63.1K - $73K
|
1.47K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-177- 3.92% |
$63.8K - $73.8K
|
4.33K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-180- 1.93% |
$64.9K - $75K
|
9.15K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-180- 1.42% |
$64.9K - $75K
|
12.5K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-182- 1.68% |
$65.6K - $75.9K
|
10.7K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-182- 16.34% |
$65.6K - $75.9K
|
932
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-183- 0.71% |
$65.9K - $76.3K
|
25.7K
$8.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 0.27% |
$66.7K - $77.1K
|
67.8K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-186- 0.69% |
$67K - $77.5K
|
26.8K
$9.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-186- 23.37% |
$67K - $77.5K
|
610
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-187- 1.15% |
$67.4K - $78K
|
16.1K
$5.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-187- 1.82% |
$67.4K - $78K
|
10.1K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-188- 1.92% |
$67.7K - $78.4K
|
9.62K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-189- 1.64% |
$68.1K - $78.8K
|
11.4K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-189- 4.9% |
$68.1K - $78.8K
|
3.67K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-189- 6.02% |
$68.1K - $78.8K
|
2.95K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-190- 1.63% |
$68.5K - $79.2K
|
11.5K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-192- 0.21% |
$69.2K - $80K
|
91.3K
$31.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-193- 1.04% |
$69.6K - $80.5K
|
18.4K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-193- 0.84% |
$69.6K - $80.5K
|
22.8K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-193- 0.66% |
$69.6K - $80.5K
|
29.1K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.9% |
$70.3K - $81.3K
|
6.53K
$2.24M
|