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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
63+ 0.66% |
$20K - $24.6K
|
9.59K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
63+ 6.5% |
$20K - $24.6K
|
1.03K
$419K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 0.26% |
$19.3K - $23.9K
|
23.8K
$9.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 10.13% |
$19.3K - $23.9K
|
663
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.88% |
$19.3K - $23.9K
|
2.18K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
60+ 0.95% |
$19K - $23.5K
|
6.34K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.65% |
$19K - $23.5K
|
9.23K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
60+ 0.59% |
$19K - $23.5K
|
10.2K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
59+ 1.33% |
$18.7K - $23.1K
|
4.49K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
59+ 0.23% |
$18.7K - $23.1K
|
25.9K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
59+ 1.42% |
$18.7K - $23.1K
|
4.22K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 1.21% |
$18.7K - $23.1K
|
4.95K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59+ 4.35% |
$18.7K - $23.1K
|
1.42K
$574K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58+ 0.79% |
$18.4K - $22.7K
|
7.39K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.22% |
$18.4K - $22.7K
|
4.83K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
58+ 1.83% |
$18.4K - $22.7K
|
3.23K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 2.9% |
$18.4K - $22.7K
|
2.06K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
58+ 7.09% |
$18.4K - $22.7K
|
876
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
56+ 0.8% |
$17.7K - $21.9K
|
7.06K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
55+ 1.85% |
$17.4K - $21.5K
|
3.02K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
55+ 1.09% |
$17.4K - $21.5K
|
5.1K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 35.03% |
$17.4K - $21.5K
|
212
$86K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
55+ 4.3% |
$17.4K - $21.5K
|
1.34K
$542K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 46.96% |
$17.1K - $21.1K
|
169
$68.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
53+ 4.15% |
$16.8K - $20.7K
|
1.33K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
53+ 1.37% |
$16.8K - $20.7K
|
3.93K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 5.99% |
$16.5K - $20.3K
|
920
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 2.98% |
$16.2K - $19.9K
|
1.76K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
51+ 2.78% |
$16.2K - $19.9K
|
1.89K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
51+ 2.52% |
$16.2K - $19.9K
|
2.08K
$842K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
51+ 3.77% |
$16.2K - $19.9K
|
1.4K
$569K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
51+ 3.62% |
$16.2K - $19.9K
|
1.46K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 5.98% |
$15.8K - $19.6K
|
886
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 47.17% |
$15.8K - $19.6K
|
156
$63.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
50+ 0.12% |
$15.8K - $19.6K
|
42.9K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.03% |
$15.8K - $19.6K
|
4.9K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
50+ 2.56% |
$15.8K - $19.6K
|
2K
$812K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
50New |
$15.8K - $19.6K
|
50
$20.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 23.92% |
$15.8K - $19.6K
|
259
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
50+ 3.42% |
$15.8K - $19.6K
|
1.51K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
50+ 0.47% |
$15.8K - $19.6K
|
10.8K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50+ 2.52% |
$15.8K - $19.6K
|
2.03K
$825K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
50+ 7.82% |
$15.8K - $19.6K
|
689
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
49+ 3.42% |
$15.5K - $19.2K
|
1.48K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 1.51% |
$15.2K - $18.8K
|
3.24K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 3.86% |
$14.9K - $18.4K
|
1.26K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
47+ 0.34% |
$14.9K - $18.4K
|
13.9K
$5.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 1.24% |
$14.6K - $18K
|
3.76K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
46+ 0.47% |
$14.6K - $18K
|
9.91K
$4.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 3.39% |
$14.3K - $17.6K
|
1.37K
$557K
|