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 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$15.5K - $17.9K
|
939
$352K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
42+ 4.62% |
$15.1K - $17.5K
|
951
$357K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
42+ 0.28% |
$15.1K - $17.5K
|
14.9K
$5.6M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
42+ 6.76% |
$15.1K - $17.5K
|
663
$249K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
41+ 0.89% |
$14.8K - $17.1K
|
4.66K
$1.75M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$14.4K - $16.7K
|
40
$15K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.25% |
$14.1K - $16.3K
|
512
$192K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 0.24% |
$14.1K - $16.3K
|
16.4K
$6.16M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 1.18% |
$13.7K - $15.8K
|
3.27K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.72% |
$13K - $15K
|
2.13K
$798K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
36+ 2.56% |
$13K - $15K
|
1.44K
$541K
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 1.34% |
$12.6K - $14.6K
|
2.64K
$991K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 2.75% |
$12.6K - $14.6K
|
1.31K
$490K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.93% |
$12.6K - $14.6K
|
3.81K
$1.43M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.32% |
$12.6K - $14.6K
|
846
$317K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
34+ 2.72% |
$12.3K - $14.2K
|
1.28K
$481K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.86% |
$12.3K - $14.2K
|
3.97K
$1.49M
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$211K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31+ 0.46% |
$11.2K - $12.9K
|
6.75K
$2.53M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 2.06% |
$11.2K - $12.9K
|
1.53K
$575K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$695K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.31% |
$10.8K - $12.5K
|
9.63K
$3.61M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.12% |
$10.5K - $12.1K
|
23.9K
$8.98M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.07% |
$10.5K - $12.1K
|
1.43K
$537K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29+ 5.03% |
$10.5K - $12.1K
|
605
$227K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28+ 4.4% |
$10.1K - $11.7K
|
665
$249K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
27+ 3.25% |
$9.73K - $11.3K
|
857
$321K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.62% |
$9.73K - $11.3K
|
4.37K
$1.64M
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27+ 1.21% |
$9.73K - $11.3K
|
2.26K
$846K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
27+ 1.87% |
$9.73K - $11.3K
|
1.47K
$550K
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
26+ 3.49% |
$9.37K - $10.8K
|
770
$289K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
26+ 0.62% |
$9.37K - $10.8K
|
4.25K
$1.59M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26+ 4.05% |
$9.37K - $10.8K
|
668
$250K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.51% |
$9.01K - $10.4K
|
738
$277K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25+ 0.4% |
$9.01K - $10.4K
|
6.21K
$2.33M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 3.77% |
$9.01K - $10.4K
|
688
$258K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25+ 0.23% |
$9.01K - $10.4K
|
11.1K
$4.17M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.41% |
$9.01K - $10.4K
|
1.8K
$674K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 0.81% |
$8.29K - $9.59K
|
2.85K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 1.99% |
$8.29K - $9.59K
|
1.18K
$443K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 1.21% |
$7.93K - $9.17K
|
1.83K
$688K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
22+ 4.0% |
$7.93K - $9.17K
|
572
$214K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
22+ 1.46% |
$7.93K - $9.17K
|
1.53K
$573K
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21+ 2.51% |
$7.57K - $8.75K
|
857
$321K
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21+ 0.21% |
$7.57K - $8.75K
|
9.87K
$3.7M
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
21+ 1.58% |
$7.57K - $8.75K
|
1.35K
$505K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.17% |
$7.57K - $8.75K
|
12.6K
$4.71M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 1.03% |
$7.21K - $8.34K
|
1.96K
$734K
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 1.96% |
$7.21K - $8.34K
|
1.04K
$389K
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19+ 1.44% |
$6.85K - $7.92K
|
1.33K
$500K
|