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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 79.58% |
$963K - $1.11M
|
686
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-2.7K- 12.61% |
$971K - $1.12M
|
18.7K
$6.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.7K- 75.0% |
$973K - $1.13M
|
900
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.71K- 0.52% |
$975K - $1.13M
|
514K
$177M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.71K- 11.78% |
$975K - $1.13M
|
20.3K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.77K- 1.53% |
$998K - $1.15M
|
179K
$61.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.82K- 15.92% |
$1.02M - $1.18M
|
14.9K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.84K- 0.74% |
$1.02M - $1.18M
|
379K
$130M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 50.0% |
$1.03M - $1.19M
|
2.86K
$983K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.9K- 19.08% |
$1.05M - $1.21M
|
12.3K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.9K- 2.75% |
$1.05M - $1.21M
|
103K
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.44% |
$1.05M - $1.22M
|
117K
$40.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.93K- 4.91% |
$1.06M - $1.22M
|
56.8K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 0.72% |
$1.07M - $1.24M
|
411K
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 9.19% |
$1.12M - $1.3M
|
30.7K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.12K- 2.77% |
$1.12M - $1.3M
|
110K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.12K- 2.76% |
$1.13M - $1.3M
|
110K
$37.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 18.18% |
$1.13M - $1.31M
|
14.1K
$4.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.14K- 67.14% |
$1.13M - $1.31M
|
1.54K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.22K- 5.54% |
$1.16M - $1.34M
|
54.9K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 20.16% |
$1.18M - $1.36M
|
12.9K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 11.47% |
$1.2M - $1.39M
|
25.7K
$8.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.43K- 29.9% |
$1.24M - $1.43M
|
8.04K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.47K- 0.49% |
$1.25M - $1.45M
|
703K
$242M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.49K- 41.9% |
$1.26M - $1.45M
|
4.84K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 26.57% |
$1.3M - $1.5M
|
9.94K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.61K- 4.16% |
$1.3M - $1.51M
|
83.3K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.63K- 69.6% |
$1.31M - $1.51M
|
1.58K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.66K- 1.56% |
$1.32M - $1.53M
|
230K
$79.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.68K- 0.36% |
$1.33M - $1.53M
|
1.02M
$352M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.7K- 1.95% |
$1.33M - $1.54M
|
186K
$63.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.85K- 6.66% |
$1.39M - $1.6M
|
53.9K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.86K- 8.3% |
$1.39M - $1.61M
|
42.6K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.91K- 5.67% |
$1.41M - $1.63M
|
65.1K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 71.71% |
$1.42M - $1.64M
|
1.56K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4K- 2.49% |
$1.44M - $1.67M
|
157K
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.06K- 5.62% |
$1.46M - $1.69M
|
68.3K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.16K- 86.21% |
$1.5M - $1.73M
|
665
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.24K- 18.16% |
$1.53M - $1.77M
|
19.1K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.26K- 1.53% |
$1.53M - $1.78M
|
274K
$94.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.36K- 62.18% |
$1.57M - $1.82M
|
2.65K
$912K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.46K- 7.5% |
$1.61M - $1.86M
|
55K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.47K- 1.88% |
$1.61M - $1.86M
|
234K
$80.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.49K- 7.87% |
$1.62M - $1.87M
|
52.5K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-4.5K- 99.78% |
$1.62M - $1.88M
|
10
$3.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.66K- 5.39% |
$1.68M - $1.94M
|
81.7K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 3.66% |
$1.82M - $2.11M
|
133K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.2K- 5.96% |
$1.87M - $2.17M
|
82K
$28.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.23K- 2.43% |
$1.88M - $2.18M
|
210K
$72.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.28K- 5.06% |
$1.9M - $2.2M
|
98.9K
$34M
|