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 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1K- 7.45% |
$360K - $417K
|
12.4K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 2.14% |
$368K - $425K
|
46.6K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.03K- 14.12% |
$371K - $429K
|
6.27K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.03K- 1.61% |
$371K - $429K
|
62.8K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.04K- 1.82% |
$373K - $432K
|
55.8K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.04K- 1.57% |
$375K - $434K
|
65.1K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.07K- 4.7% |
$384K - $444K
|
21.6K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.07K- 34.84% |
$385K - $445K
|
2K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.08K- 5.36% |
$389K - $450K
|
19.1K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 2.46% |
$392K - $454K
|
43.2K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.09K- 9.27% |
$394K - $456K
|
10.7K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.09K- 15.16% |
$394K - $456K
|
6.12K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.1K- 1.77% |
$395K - $456K
|
60.7K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 10.03% |
$395K - $457K
|
9.84K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.11K- 7.15% |
$399K - $461K
|
14.4K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.13K- 1.75% |
$406K - $470K
|
63.3K
$21.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 1.15% |
$410K - $474K
|
97.6K
$33.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 2.71% |
$414K - $479K
|
41.3K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.15K- 5.34% |
$414K - $479K
|
20.4K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$420K - $486K
|
101K
$34.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.18K- 7.55% |
$423K - $490K
|
14.4K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.18K- 0.48% |
$425K - $492K
|
243K
$83.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.18K- 6.53% |
$427K - $494K
|
16.9K
$5.83M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.19K- 28.23% |
$429K - $496K
|
3.03K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 39.22% |
$430K - $498K
|
1.85K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.2K- 26.68% |
$433K - $501K
|
3.3K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.25K- 0.91% |
$450K - $520K
|
135K
$46.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 1.69% |
$450K - $520K
|
72.5K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.25K- 9.49% |
$450K - $521K
|
11.9K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.27K- 0.97% |
$457K - $529K
|
129K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.29K- 8.57% |
$463K - $536K
|
13.7K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.29K- 3.46% |
$464K - $537K
|
35.9K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.29K- 5.21% |
$465K - $538K
|
23.5K
$8.07M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.29K- 55.21% |
$466K - $539K
|
1.05K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.76% |
$468K - $542K
|
26K
$8.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 6.88% |
$469K - $542K
|
17.6K
$6.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.31K- 24.79% |
$473K - $547K
|
3.98K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.32K- 7.19% |
$476K - $550K
|
17K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.32K- 51.1% |
$476K - $550K
|
1.26K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.34K- 1.75% |
$481K - $557K
|
75K
$25.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.36K- 3.27% |
$491K - $568K
|
40.3K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.39K- 6.08% |
$501K - $579K
|
21.5K
$7.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.39K- 5.2% |
$502K - $581K
|
25.4K
$8.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.4K- 10.22% |
$506K - $585K
|
12.3K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.42K- 17.22% |
$513K - $593K
|
6.84K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.44K- 5.67% |
$518K - $599K
|
23.9K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 4.18% |
$529K - $612K
|
33.7K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.48K- 35.2% |
$535K - $619K
|
2.73K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.5K- 1.88% |
$539K - $623K
|
78.1K
$26.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.62% |
$548K - $634K
|
92.5K
$31.8M
|