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 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
884New |
$319K - $369K
|
884
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
883+ 14.46% |
$318K - $368K
|
6.99K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
876+ 102.34% |
$316K - $365K
|
1.73K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
871+ 3.9% |
$314K - $363K
|
23.2K
$8.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
871+ 15.55% |
$314K - $363K
|
6.47K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
870+ 56.27% |
$314K - $363K
|
2.42K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
856+ 12.53% |
$308K - $357K
|
7.69K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
856+ 60.37% |
$308K - $357K
|
2.27K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
852+ 66.98% |
$307K - $355K
|
2.12K
$776K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
845+ 80.63% |
$305K - $352K
|
1.89K
$692K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
843New |
$304K - $351K
|
843
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
840New |
$303K - $350K
|
840
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
827New |
$298K - $345K
|
827
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
819New |
$295K - $341K
|
819
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
816+ 15.64% |
$294K - $340K
|
6.03K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
813+ 40.07% |
$293K - $339K
|
2.84K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
810New |
$292K - $338K
|
810
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
BUY
|
- |
800+ 114.29% |
$288K - $334K
|
1.5K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
788+ 128.34% |
$284K - $329K
|
1.4K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
773New |
$279K - $322K
|
773
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
755+ 5.05% |
$272K - $315K
|
15.7K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
755New |
$272K - $315K
|
755
$276K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
752+ 53.03% |
$271K - $313K
|
2.17K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
745New |
$268K - $311K
|
745
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
736+ 8.74% |
$265K - $307K
|
9.16K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
733New |
$264K - $306K
|
733
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
730+ 14.62% |
$263K - $304K
|
5.72K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
728New |
$262K - $303K
|
728
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
726+ 42.66% |
$262K - $303K
|
2.43K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
725+ 11.03% |
$261K - $302K
|
7.3K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
714New |
$257K - $298K
|
714
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
704+ 14.23% |
$254K - $293K
|
5.65K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
703+ 1.95% |
$253K - $293K
|
36.8K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
703New |
$253K - $293K
|
703
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
700+ 5.01% |
$252K - $292K
|
14.7K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
698New |
$252K - $291K
|
698
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
694+ 31.78% |
$250K - $289K
|
2.88K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
688+ 1.83% |
$248K - $287K
|
38.3K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
684New |
$246K - $285K
|
684
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
682+ 24.83% |
$246K - $284K
|
3.43K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
680+ 6.93% |
$245K - $283K
|
10.5K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
669+ 3.25% |
$241K - $279K
|
21.3K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
656+ 45.34% |
$236K - $273K
|
2.1K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
655+ 71.98% |
$236K - $273K
|
1.57K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
650New |
$234K - $271K
|
650
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
648+ 32.51% |
$234K - $270K
|
2.64K
$965K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
645+ 89.58% |
$232K - $269K
|
1.37K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
644+ 36.65% |
$232K - $268K
|
2.4K
$877K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
635New |
$229K - $265K
|
635
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
634+ 48.58% |
$228K - $264K
|
1.94K
$709K
|