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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.51K+ 6.07% |
$543K - $629K
|
26.4K
$9.63M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.5K+ 103.3% |
$542K - $627K
|
2.96K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.5K+ 65.13% |
$541K - $626K
|
3.81K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.49K+ 22.69% |
$537K - $622K
|
8.06K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.46KNew |
$526K - $609K
|
1.46K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.46K+ 41.55% |
$525K - $607K
|
4.96K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 6.84% |
$519K - $601K
|
22.5K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.41KNew |
$508K - $588K
|
1.41K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41KNew |
$508K - $588K
|
1.41K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
BUY
|
- |
1.41K+ 11.1% |
$506K - $586K
|
14.1K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.35KNew |
$487K - $564K
|
1.35K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.33K+ 64.57% |
$480K - $555K
|
3.4K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 15.21% |
$476K - $551K
|
10K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 25.55% |
$470K - $544K
|
6.41K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.3K+ 6.17% |
$470K - $543K
|
22.4K
$8.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.54% |
$466K - $539K
|
37.8K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.28KNew |
$460K - $532K
|
1.28K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.26KNew |
$455K - $526K
|
1.26K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.25KNew |
$451K - $522K
|
1.25K
$457K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2K+ 79.58% |
$432K - $500K
|
2.71K
$990K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.18KNew |
$426K - $493K
|
1.18K
$432K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.12K+ 10.22% |
$402K - $465K
|
12K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.09KNew |
$391K - $452K
|
1.09K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 8.39% |
$369K - $426K
|
13.2K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.02KNew |
$368K - $425K
|
1.02K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.02KNew |
$366K - $424K
|
1.02K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1KNew |
$361K - $418K
|
1K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 9.53% |
$360K - $417K
|
11.5K
$4.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
988+ 25.6% |
$356K - $412K
|
4.85K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
979+ 11.76% |
$353K - $408K
|
9.31K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
978+ 154.99% |
$352K - $408K
|
1.61K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
970New |
$350K - $404K
|
970
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
963+ 2.84% |
$347K - $401K
|
34.8K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
953New |
$343K - $397K
|
953
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
942+ 2.08% |
$339K - $393K
|
46.3K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
941New |
$339K - $392K
|
941
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
939+ 1.29% |
$338K - $391K
|
73.8K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
937New |
$338K - $391K
|
937
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
937+ 7.01% |
$338K - $391K
|
14.3K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
932New |
$336K - $389K
|
932
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
932+ 5.09% |
$336K - $389K
|
19.2K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
919+ 20.16% |
$331K - $383K
|
5.48K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
916+ 13.27% |
$330K - $382K
|
7.82K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
906+ 5.42% |
$326K - $378K
|
17.6K
$6.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
905New |
$326K - $377K
|
905
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
896+ 4.65% |
$323K - $374K
|
20.2K
$7.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
884New |
$319K - $369K
|
884
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
883+ 14.46% |
$318K - $368K
|
6.99K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
876+ 102.34% |
$316K - $365K
|
1.73K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
871+ 3.9% |
$314K - $363K
|
23.2K
$8.48M
|