Purchases and Sales Made in Q3 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 5.81% |
$34.5K - $42.6K
|
1.99K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
109+ 12.34% |
$34.5K - $42.6K
|
992
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109+ 1.57% |
$34.5K - $42.6K
|
7.04K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108+ 7.45% |
$34.2K - $42.2K
|
1.56K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
107+ 11.16% |
$33.9K - $41.8K
|
1.07K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
107+ 3.18% |
$33.9K - $41.8K
|
3.47K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.08% |
$33.6K - $41.5K
|
128K
$43.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106+ 0.72% |
$33.6K - $41.5K
|
14.9K
$5.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 3.44% |
$33.3K - $41.1K
|
3.16K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
104+ 10.29% |
$32.9K - $40.7K
|
1.12K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
104+ 8.67% |
$32.9K - $40.7K
|
1.3K
$443K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
102+ 14.13% |
$32.3K - $39.9K
|
824
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
100+ 1.82% |
$31.7K - $39.1K
|
5.59K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.12% |
$31.7K - $39.1K
|
9.01K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 2.12% |
$31.7K - $39.1K
|
4.81K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 4.73% |
$31.7K - $39.1K
|
2.21K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
99+ 0.93% |
$31.4K - $38.7K
|
10.7K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
99+ 13.25% |
$31.4K - $38.7K
|
846
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 1.49% |
$31K - $38.3K
|
6.68K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
97+ 0.77% |
$30.7K - $37.9K
|
12.7K
$4.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
97+ 1.95% |
$30.7K - $37.9K
|
5.08K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
96+ 2.48% |
$30.4K - $37.5K
|
3.96K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 0.14% |
$30.1K - $37.2K
|
68.9K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
93+ 25.0% |
$29.5K - $36.4K
|
465
$158K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93+ 2.67% |
$29.5K - $36.4K
|
3.58K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93+ 3.82% |
$29.5K - $36.4K
|
2.53K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
91+ 0.61% |
$28.8K - $35.6K
|
15.1K
$5.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
91New |
$28.8K - $35.6K
|
91
$30.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
90+ 12.93% |
$28.5K - $35.2K
|
786
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
88+ 14.17% |
$27.9K - $34.4K
|
709
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
87+ 3.4% |
$27.6K - $34K
|
2.65K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
87+ 7.45% |
$27.6K - $34K
|
1.26K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 4.03% |
$27.6K - $34K
|
2.25K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
87+ 1.44% |
$27.6K - $34K
|
6.12K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
87+ 4.83% |
$27.6K - $34K
|
1.89K
$643K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
86+ 3.82% |
$27.2K - $33.6K
|
2.34K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
86+ 1.34% |
$27.2K - $33.6K
|
6.52K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
85+ 9.68% |
$26.9K - $33.2K
|
963
$327K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85+ 11.41% |
$26.9K - $33.2K
|
830
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 4.03% |
$26.3K - $32.5K
|
2.14K
$729K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
83+ 1.32% |
$26.3K - $32.5K
|
6.36K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
82+ 3.69% |
$26K - $32.1K
|
2.31K
$784K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 5.47% |
$26K - $32.1K
|
1.58K
$538K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
82+ 3.0% |
$26K - $32.1K
|
2.81K
$956K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 1.58% |
$25.7K - $31.7K
|
5.22K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 1.25% |
$25.7K - $31.7K
|
6.57K
$2.23M
|