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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.75KNew |
$1.35M - $1.56M
|
3.75K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.64K+ 44.46% |
$1.31M - $1.52M
|
11.8K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.63KNew |
$1.31M - $1.51M
|
3.63K
$1.51M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.61K+ 76.35% |
$1.3M - $1.5M
|
8.34K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.6KNew |
$1.3M - $1.5M
|
3.6K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.58KNew |
$1.29M - $1.49M
|
3.58K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.57K+ 19.72% |
$1.29M - $1.49M
|
21.6K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.54K+ 43.87% |
$1.28M - $1.48M
|
11.6K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 25.04% |
$1.27M - $1.46M
|
17.5K
$7.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.45K+ 24.46% |
$1.24M - $1.44M
|
17.6K
$7.33M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$1.24M - $1.44M
|
3.44K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.41KNew |
$1.23M - $1.42M
|
3.41K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
3.4KNew |
$1.23M - $1.42M
|
3.4K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.4KNew |
$1.23M - $1.42M
|
3.4K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.37KNew |
$1.21M - $1.4M
|
3.37K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.35K+ 54.64% |
$1.21M - $1.4M
|
9.48K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.35KNew |
$1.21M - $1.39M
|
3.35K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.33KNew |
$1.2M - $1.39M
|
3.33K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.32K+ 1.28% |
$1.2M - $1.38M
|
263K
$110M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.29KNew |
$1.18M - $1.37M
|
3.29K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
3.28KNew |
$1.18M - $1.37M
|
3.28K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.19K+ 198.14% |
$1.15M - $1.33M
|
4.8K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.18K+ 30.67% |
$1.14M - $1.32M
|
13.5K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.16K+ 4.35% |
$1.14M - $1.32M
|
75.9K
$31.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.16KNew |
$1.14M - $1.32M
|
3.16K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.15KNew |
$1.13M - $1.31M
|
3.15K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.03K+ 2.92% |
$1.09M - $1.26M
|
107K
$44.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.01KNew |
$1.09M - $1.26M
|
3.01K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$1.08M - $1.25M
|
3K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.98KNew |
$1.07M - $1.24M
|
2.98K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.93KNew |
$1.06M - $1.22M
|
2.93K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.91KNew |
$1.05M - $1.21M
|
2.91K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.9K+ 186.45% |
$1.05M - $1.21M
|
4.46K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.86KNew |
$1.03M - $1.19M
|
2.86K
$1.19M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.86KNew |
$1.03M - $1.19M
|
2.86K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.84K+ 2.2% |
$1.02M - $1.18M
|
132K
$55.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.82K+ 46.89% |
$1.02M - $1.18M
|
8.83K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.79K+ 16.9% |
$1.01M - $1.16M
|
19.3K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.79K+ 48.47% |
$1M - $1.16M
|
8.54K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.78K+ 18.03% |
$1M - $1.16M
|
18.2K
$7.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76K+ 12.1% |
$996K - $1.15M
|
25.6K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$991K - $1.15M
|
2.75K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.75KNew |
$990K - $1.15M
|
2.75K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$990K - $1.14M
|
2.75K
$1.15M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 1.06% |
$982K - $1.14M
|
259K
$108M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.69K+ 2.02% |
$968K - $1.12M
|
136K
$56.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 105.2% |
$962K - $1.11M
|
5.21K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.66KNew |
$957K - $1.11M
|
2.66K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.64KNew |
$952K - $1.1M
|
2.64K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$951K - $1.1M
|
2.64K
$1.1M
|