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 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-369- 8.41% |
$133K - $154K
|
4.02K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-371- 12.05% |
$134K - $155K
|
2.71K
$932K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-373- 1.73% |
$134K - $155K
|
21.2K
$7.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-379- 13.55% |
$137K - $158K
|
2.42K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-379- 2.74% |
$137K - $158K
|
13.5K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-381- 8.73% |
$137K - $159K
|
3.99K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-381- 1.19% |
$137K - $159K
|
31.6K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-381- 8.52% |
$137K - $159K
|
4.09K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-381- 10.3% |
$137K - $159K
|
3.32K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-382- 11.27% |
$138K - $159K
|
3.01K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-388- 17.81% |
$140K - $162K
|
1.79K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-389- 4.75% |
$140K - $162K
|
7.8K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-391- 2.4% |
$141K - $163K
|
15.9K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-399- 0.62% |
$144K - $166K
|
64K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-400- 40.08% |
$144K - $167K
|
598
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-403- 28.2% |
$145K - $168K
|
1.03K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-410- 2.69% |
$148K - $171K
|
14.9K
$5.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-410- 2.8% |
$148K - $171K
|
14.2K
$4.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-412- 23.49% |
$148K - $172K
|
1.34K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-412- 68.1% |
$148K - $172K
|
193
$66.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-415- 39.9% |
$150K - $173K
|
625
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-416- 45.22% |
$150K - $173K
|
504
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-416- 3.55% |
$150K - $173K
|
11.3K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-419- 2.32% |
$151K - $175K
|
17.6K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-420- 17.07% |
$151K - $175K
|
2.04K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-425- 3.45% |
$153K - $177K
|
11.9K
$4.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-427- 4.57% |
$154K - $178K
|
8.92K
$3.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-429- 3.24% |
$155K - $179K
|
12.8K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.53% |
$155K - $179K
|
16.6K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-430- 1.12% |
$155K - $179K
|
37.9K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-431- 1.11% |
$155K - $180K
|
38.5K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-432- 5.14% |
$156K - $180K
|
7.97K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-433- 1.86% |
$156K - $181K
|
22.9K
$7.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-434- 1.39% |
$156K - $181K
|
30.8K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-437- 14.66% |
$157K - $182K
|
2.54K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-437- 9.3% |
$157K - $182K
|
4.26K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.0% |
$158K - $183K
|
10.5K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-447- 0.81% |
$161K - $186K
|
54.9K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-448- 0.87% |
$161K - $187K
|
50.8K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 22.11% |
$161K - $187K
|
1.58K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-450- 10.59% |
$162K - $188K
|
3.8K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-454- 3.56% |
$164K - $189K
|
12.3K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-459- 1.36% |
$165K - $191K
|
33.3K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 1.18% |
$166K - $193K
|
38.6K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 3.04% |
$167K - $193K
|
14.8K
$5.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 3.05% |
$172K - $198K
|
15.1K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-478- 2.67% |
$172K - $199K
|
17.4K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-480- 1.77% |
$173K - $200K
|
26.6K
$9.14M
|