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 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
245+ 2.08% |
$88.3K - $102K
|
12K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
242+ 13.93% |
$87.2K - $101K
|
1.98K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
237+ 0.72% |
$85.4K - $98.8K
|
33.3K
$12.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
237+ 2.23% |
$85.4K - $98.8K
|
10.8K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
236+ 3.56% |
$85K - $98.4K
|
6.86K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.57% |
$83.6K - $96.7K
|
6.74K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
228+ 0.59% |
$82.2K - $95K
|
38.6K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
228+ 16.27% |
$82.2K - $95K
|
1.63K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
228New |
$82.2K - $95K
|
228
$85.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
224+ 5.07% |
$80.7K - $93.4K
|
4.65K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
218New |
$78.6K - $90.9K
|
218
$81.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
217+ 20.39% |
$78.2K - $90.5K
|
1.28K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 1.09% |
$77.5K - $89.6K
|
19.9K
$7.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 1.46% |
$77.1K - $89.2K
|
14.8K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
210+ 1.6% |
$75.7K - $87.5K
|
13.3K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
210+ 1.24% |
$75.7K - $87.5K
|
17.1K
$6.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
207+ 7.54% |
$74.6K - $86.3K
|
2.95K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
206+ 18.93% |
$74.2K - $85.9K
|
1.29K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203+ 70.49% |
$73.2K - $84.6K
|
491
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
202+ 3.08% |
$72.8K - $84.2K
|
6.75K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$72.1K - $83.4K
|
200
$75K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
191+ 36.31% |
$68.8K - $79.6K
|
717
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
189+ 1.39% |
$68.1K - $78.8K
|
13.8K
$5.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
187+ 779.17% |
$67.4K - $78K
|
211
$79.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
186+ 1.3% |
$67K - $77.5K
|
14.5K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
184+ 18.22% |
$66.3K - $76.7K
|
1.19K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
181+ 12.07% |
$65.2K - $75.5K
|
1.68K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.9% |
$65.2K - $75.5K
|
20.3K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 1.27% |
$64.9K - $75K
|
14.4K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
179+ 4.59% |
$64.5K - $74.6K
|
4.08K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
176+ 10.06% |
$63.4K - $73.4K
|
1.93K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
176+ 14.89% |
$63.4K - $73.4K
|
1.36K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
175+ 19.98% |
$63.1K - $73K
|
1.05K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
168+ 30.77% |
$60.5K - $70K
|
714
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
164+ 5.14% |
$59.1K - $68.4K
|
3.35K
$1.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.61% |
$58.7K - $68K
|
6.41K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
163+ 3.38% |
$58.7K - $68K
|
4.99K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 9.45% |
$58K - $67.1K
|
1.86K
$699K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
161+ 7.85% |
$58K - $67.1K
|
2.21K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
158+ 5.67% |
$56.9K - $65.9K
|
2.95K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
157New |
$56.6K - $65.5K
|
157
$58.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
156+ 3.64% |
$56.2K - $65K
|
4.45K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
156+ 4.05% |
$56.2K - $65K
|
4.01K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
153+ 3.36% |
$55.1K - $63.8K
|
4.71K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
152+ 3.99% |
$54.8K - $63.4K
|
3.96K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.89% |
$54.1K - $62.5K
|
5.35K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
146+ 0.91% |
$52.6K - $60.9K
|
16.2K
$6.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 34.37% |
$51.9K - $60K
|
563
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
144+ 5.26% |
$51.9K - $60K
|
2.88K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
144+ 4.0% |
$51.9K - $60K
|
3.74K
$1.4M
|