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 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 1.37% |
$29.2K - $33.8K
|
5.98K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
79+ 1.16% |
$28.5K - $32.9K
|
6.87K
$2.57M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
79+ 0.66% |
$28.5K - $32.9K
|
12.1K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
78+ 9.43% |
$28.1K - $32.5K
|
905
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
78+ 9.19% |
$28.1K - $32.5K
|
927
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
78+ 1.58% |
$28.1K - $32.5K
|
5.03K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 49.36% |
$27.7K - $32.1K
|
233
$87.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
77+ 334.78% |
$27.7K - $32.1K
|
100
$37.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
77+ 5.95% |
$27.7K - $32.1K
|
1.37K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.85% |
$27K - $31.3K
|
4.12K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75+ 3.45% |
$27K - $31.3K
|
2.25K
$843K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
75+ 0.79% |
$27K - $31.3K
|
9.54K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
73+ 6.2% |
$26.3K - $30.4K
|
1.25K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
72+ 6.42% |
$25.9K - $30K
|
1.19K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 3.42% |
$25.6K - $29.6K
|
2.15K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 0.91% |
$25.2K - $29.2K
|
7.74K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
68+ 5.11% |
$24.5K - $28.3K
|
1.4K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 0.76% |
$24.5K - $28.3K
|
9.01K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
67+ 1.15% |
$24.1K - $27.9K
|
5.9K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
66+ 0.61% |
$23.8K - $27.5K
|
10.9K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 8.83% |
$23.4K - $27.1K
|
801
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
65+ 3.69% |
$23.4K - $27.1K
|
1.83K
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
65+ 2.24% |
$23.4K - $27.1K
|
2.97K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 0.99% |
$23.4K - $27.1K
|
6.65K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
65+ 13.0% |
$23.4K - $27.1K
|
565
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
65+ 130.0% |
$23.4K - $27.1K
|
115
$43.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
64+ 3.23% |
$23.1K - $26.7K
|
2.04K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
64+ 0.16% |
$23.1K - $26.7K
|
40.7K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
63New |
$22.7K - $26.3K
|
63
$23.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 4.24% |
$21.6K - $25K
|
1.48K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 6.73% |
$21.6K - $25K
|
952
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
59+ 2.06% |
$21.3K - $24.6K
|
2.92K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.05% |
$20.9K - $24.2K
|
128K
$48.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 11.01% |
$20.9K - $24.2K
|
585
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57+ 4.88% |
$20.5K - $23.8K
|
1.23K
$460K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 2.4% |
$20.5K - $23.8K
|
2.43K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.68% |
$19.8K - $22.9K
|
3.33K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
53+ 0.33% |
$19.1K - $22.1K
|
16.2K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
53+ 0.61% |
$19.1K - $22.1K
|
8.76K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
53+ 0.68% |
$19.1K - $22.1K
|
7.88K
$2.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
53+ 1.58% |
$19.1K - $22.1K
|
3.4K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 3.58% |
$18.4K - $21.3K
|
1.47K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 43.59% |
$18.4K - $21.3K
|
168
$63K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
50+ 1.23% |
$18K - $20.8K
|
4.11K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 5.15% |
$18K - $20.8K
|
1.02K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
50+ 2.67% |
$18K - $20.8K
|
1.92K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$17.7K - $20.4K
|
49
$18.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
46+ 5.81% |
$16.6K - $19.2K
|
838
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 3.79% |
$16.2K - $18.8K
|
1.23K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 6.16% |
$15.5K - $17.9K
|
741
$278K
|