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 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-484- 6.88% |
$174K - $202K
|
6.55K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-485- 16.25% |
$175K - $202K
|
2.5K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-491- 4.96% |
$177K - $205K
|
9.4K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-491- 2.86% |
$177K - $205K
|
16.7K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-493- 9.31% |
$178K - $206K
|
4.8K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 5.49% |
$180K - $208K
|
8.6K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 15.24% |
$180K - $208K
|
2.78K
$956K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-504- 9.63% |
$182K - $210K
|
4.73K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-510- 10.17% |
$184K - $213K
|
4.51K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-510- 19.68% |
$184K - $213K
|
2.08K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-517- 5.46% |
$186K - $216K
|
8.95K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-526- 7.48% |
$190K - $219K
|
6.51K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 2.83% |
$190K - $220K
|
18.1K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-529- 84.1% |
$191K - $221K
|
100
$34.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-530- 12.76% |
$191K - $221K
|
3.62K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-531- 11.61% |
$191K - $221K
|
4.04K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-540- 4.47% |
$195K - $225K
|
11.5K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-543- 2.5% |
$196K - $226K
|
21.2K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-547- 1.59% |
$197K - $228K
|
33.8K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-550- 4.99% |
$198K - $229K
|
10.5K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-552- 34.33% |
$199K - $230K
|
1.06K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-554- 2.49% |
$200K - $231K
|
21.7K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-556- 4.08% |
$200K - $232K
|
13.1K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-560- 1.77% |
$202K - $233K
|
31.1K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-565- 1.51% |
$204K - $236K
|
36.8K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-569- 29.21% |
$205K - $237K
|
1.38K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-570- 6.27% |
$205K - $238K
|
8.52K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-571- 9.33% |
$206K - $238K
|
5.55K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-573- 7.84% |
$206K - $239K
|
6.74K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-575- 57.33% |
$207K - $240K
|
428
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-577- 4.92% |
$208K - $241K
|
11.2K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-585- 39.08% |
$211K - $244K
|
912
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-595- 0.82% |
$214K - $248K
|
71.8K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 19.08% |
$216K - $250K
|
2.55K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 41.67% |
$216K - $250K
|
840
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-609- 4.58% |
$219K - $254K
|
12.7K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-615- 17.88% |
$222K - $256K
|
2.83K
$972K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-616- 12.4% |
$222K - $257K
|
4.35K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-618- 37.05% |
$223K - $258K
|
1.05K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-622- 38.88% |
$224K - $259K
|
978
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-626- 4.56% |
$226K - $261K
|
13.1K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-631- 21.68% |
$227K - $263K
|
2.28K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-637- 10.81% |
$230K - $266K
|
5.26K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-638- 15.99% |
$230K - $266K
|
3.35K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-639- 2.88% |
$230K - $266K
|
21.6K
$7.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-646- 6.54% |
$233K - $269K
|
9.24K
$3.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-652- 2.88% |
$235K - $272K
|
22K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-660- 1.59% |
$238K - $275K
|
41K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-662- 8.57% |
$239K - $276K
|
7.06K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-662- 1.56% |
$239K - $276K
|
41.8K
$14.4M
|