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 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.69K+ 3.23% |
$3.13M - $3.62M
|
277K
$112M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
8.63K+ 8.98% |
$3.11M - $3.6M
|
105K
$42.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.58K+ 7.36% |
$3.09M - $3.57M
|
125K
$50.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.5KNew |
$3.06M - $3.54M
|
8.5K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
8.44KNew |
$3.04M - $3.52M
|
8.44K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.24K+ 17.77% |
$2.97M - $3.43M
|
54.6K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.18K+ 56.96% |
$2.95M - $3.41M
|
22.5K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.07K+ 8.44% |
$2.91M - $3.36M
|
104K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
7.99KNew |
$2.88M - $3.33M
|
7.99K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
7.95K+ 9.13% |
$2.86M - $3.31M
|
95K
$38.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.8K+ 92.3% |
$2.81M - $3.25M
|
16.3K
$6.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7.72K+ 8.23% |
$2.78M - $3.22M
|
101K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.6K+ 24.06% |
$2.74M - $3.17M
|
39.2K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
7.44KNew |
$2.68M - $3.1M
|
7.44K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.16K+ 41.83% |
$2.58M - $2.99M
|
24.3K
$9.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.16K+ 2.44% |
$2.58M - $2.98M
|
301K
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
7.13KNew |
$2.57M - $2.97M
|
7.13K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.06K+ 153.08% |
$2.54M - $2.94M
|
11.7K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.98K+ 3.31% |
$2.52M - $2.91M
|
218K
$87.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6.98KNew |
$2.52M - $2.91M
|
6.98K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.98KNew |
$2.51M - $2.91M
|
6.98K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.98K+ 47.96% |
$2.51M - $2.91M
|
21.5K
$8.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
6.83KNew |
$2.46M - $2.85M
|
6.83K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.83K+ 24.89% |
$2.46M - $2.85M
|
34.3K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.77K+ 0.66% |
$2.44M - $2.82M
|
1.03M
$413M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.67K+ 38.9% |
$2.4M - $2.78M
|
23.8K
$9.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.66KNew |
$2.4M - $2.78M
|
6.66K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.63KNew |
$2.39M - $2.76M
|
6.63K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.57K+ 193.55% |
$2.37M - $2.74M
|
9.97K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.55K+ 5850.89% |
$2.36M - $2.73M
|
6.67K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.52K+ 6.55% |
$2.35M - $2.72M
|
106K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.48K+ 4.11% |
$2.33M - $2.7M
|
164K
$65.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.45K+ 382.27% |
$2.32M - $2.69M
|
8.13K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6.41K+ 6407.0% |
$2.31M - $2.67M
|
6.51K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.4K+ 11.7% |
$2.3M - $2.67M
|
61.1K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.36KNew |
$2.29M - $2.65M
|
6.36K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32K+ 157.4% |
$2.28M - $2.63M
|
10.3K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 8.05% |
$2.26M - $2.61M
|
84.1K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 2.78% |
$2.26M - $2.61M
|
231K
$93M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.25K+ 455.28% |
$2.25M - $2.61M
|
7.62K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.15K+ 27.28% |
$2.21M - $2.56M
|
28.7K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.07KNew |
$2.19M - $2.53M
|
6.07K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6.05KNew |
$2.18M - $2.52M
|
6.05K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.05K+ 1.9% |
$2.18M - $2.52M
|
325K
$131M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
5.97KNew |
$2.15M - $2.49M
|
5.97K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.97K+ 2131.79% |
$2.15M - $2.49M
|
6.25K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.9K+ 5.98% |
$2.13M - $2.46M
|
105K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.9K+ 14.75% |
$2.13M - $2.46M
|
45.9K
$18.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.8K+ 11.24% |
$2.09M - $2.42M
|
57.4K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
5.79KNew |
$2.09M - $2.41M
|
5.79K
$2.33M
|