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 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.53K- 4.87% |
$552K - $638K
|
29.9K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 0.73% |
$554K - $641K
|
210K
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.55K- 21.04% |
$560K - $647K
|
5.83K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.56K- 51.3% |
$562K - $650K
|
1.48K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.56K- 80.83% |
$562K - $650K
|
370
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.63K- 11.68% |
$587K - $680K
|
12.3K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.65K- 1.72% |
$593K - $686K
|
94.2K
$32.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.66K- 38.85% |
$599K - $692K
|
2.61K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.66K- 6.6% |
$599K - $693K
|
23.5K
$8.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.69K- 5.84% |
$610K - $706K
|
27.3K
$9.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.72K- 4.28% |
$621K - $718K
|
38.5K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.74K- 2.16% |
$628K - $726K
|
79K
$27.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.78K- 9.43% |
$640K - $741K
|
17.1K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 13.04% |
$646K - $747K
|
12K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.8K- 6.37% |
$648K - $749K
|
26.4K
$9.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.82K- 1.8% |
$657K - $760K
|
99.7K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.83K- 5.04% |
$659K - $762K
|
34.5K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.89K- 0.75% |
$680K - $787K
|
249K
$85.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 1.5% |
$685K - $792K
|
124K
$42.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.9K- 8.88% |
$685K - $792K
|
19.5K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.9K- 8.19% |
$685K - $792K
|
21.3K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.16% |
$690K - $798K
|
163K
$56.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.96K- 20.06% |
$705K - $815K
|
7.8K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 19.35% |
$706K - $817K
|
8.17K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.96K- 3.02% |
$707K - $818K
|
63K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.97K- 1.27% |
$708K - $819K
|
152K
$52.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.99K- 3.19% |
$717K - $829K
|
60.4K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 1.42% |
$721K - $834K
|
139K
$47.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.01K- 3.67% |
$724K - $838K
|
52.8K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 18.11% |
$747K - $864K
|
9.37K
$3.22M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.1K- 1.02% |
$757K - $875K
|
203K
$69.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 9.35% |
$764K - $883K
|
20.5K
$7.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.13K- 30.0% |
$769K - $889K
|
4.98K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.17K- 7.41% |
$781K - $903K
|
27.1K
$9.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.23K- 26.32% |
$804K - $930K
|
6.24K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 2.03% |
$807K - $934K
|
108K
$37.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 34.84% |
$819K - $948K
|
4.25K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 4.37% |
$822K - $951K
|
49.9K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.3K- 69.59% |
$829K - $959K
|
1.01K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.31K- 3.51% |
$834K - $964K
|
63.5K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.32K- 8.77% |
$836K - $967K
|
24.1K
$8.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 13.71% |
$843K - $975K
|
14.7K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.37K- 7.3% |
$854K - $988K
|
30.1K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.43K- 28.38% |
$876K - $1.01M
|
6.13K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.49K- 6.24% |
$896K - $1.04M
|
37.3K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.49K- 56.6% |
$896K - $1.04M
|
1.91K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.49K- 11.99% |
$897K - $1.04M
|
18.3K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.5K- 10.85% |
$901K - $1.04M
|
20.5K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.56K- 0.82% |
$921K - $1.07M
|
311K
$107M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.65K- 7.81% |
$955K - $1.1M
|
31.3K
$10.8M
|