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
|
Washington Trust Bank
|
BUY
|
- |
27+ 1.16% |
$8.55K - $10.6K
|
2.35K
$799K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 3.71% |
$8.55K - $10.6K
|
754
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.57% |
$8.24K - $10.2K
|
1.04K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
26+ 1.61% |
$8.24K - $10.2K
|
1.64K
$558K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
25+ 0.29% |
$7.92K - $9.78K
|
8.71K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
25+ 0.87% |
$7.92K - $9.78K
|
2.92K
$991K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 2.16% |
$7.92K - $9.78K
|
1.18K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
25+ 6.54% |
$7.92K - $9.78K
|
407
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 3.36% |
$7.92K - $9.78K
|
770
$262K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
24+ 1.66% |
$7.6K - $9.39K
|
1.47K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$7.6K - $9.39K
|
24
$8.16K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
24+ 1.87% |
$7.6K - $9.39K
|
1.31K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
24+ 0.56% |
$7.6K - $9.39K
|
4.29K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 0.86% |
$7.6K - $9.39K
|
2.83K
$962K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 3.81% |
$7.29K - $9K
|
626
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.19% |
$7.29K - $9K
|
12.2K
$4.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23+ 0.69% |
$7.29K - $9K
|
3.33K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 1.56% |
$7.29K - $9K
|
1.5K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 17.89% |
$6.97K - $8.6K
|
145
$49.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$6.97K - $8.6K
|
1.14K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 1.05% |
$6.97K - $8.6K
|
2.11K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 2.91% |
$6.97K - $8.6K
|
778
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22+ 0.71% |
$6.97K - $8.6K
|
3.13K
$1.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
21+ 8.11% |
$6.65K - $8.21K
|
280
$95.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 2.72% |
$6.65K - $8.21K
|
792
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 1.52% |
$6.65K - $8.21K
|
1.41K
$478K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.11% |
$6.65K - $8.21K
|
1.02K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 0.22% |
$6.65K - $8.21K
|
9.45K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21+ 1.62% |
$6.65K - $8.21K
|
1.32K
$449K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
20+ 2.76% |
$6.34K - $7.82K
|
745
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20+ 2.53% |
$6.34K - $7.82K
|
811
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.17% |
$6.34K - $7.82K
|
11.5K
$3.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
19+ 1.51% |
$6.02K - $7.43K
|
1.28K
$436K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
19+ 1.92% |
$6.02K - $7.43K
|
1.01K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
19+ 1.72% |
$6.02K - $7.43K
|
1.12K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.67% |
$5.7K - $7.04K
|
1.1K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 2.22% |
$5.7K - $7.04K
|
827
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
17New |
$5.39K - $6.65K
|
17
$5.78K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17+ 0.88% |
$5.39K - $6.65K
|
1.95K
$662K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16+ 0.58% |
$5.07K - $6.26K
|
2.8K
$951K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.5% |
$5.07K - $6.26K
|
3.19K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
16+ 1.09% |
$5.07K - $6.26K
|
1.48K
$504K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 4.32% |
$5.07K - $6.26K
|
386
$131K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.07K - $6.26K
|
816
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16+ 0.38% |
$5.07K - $6.26K
|
4.26K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 2.5% |
$5.07K - $6.26K
|
656
$223K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.14% |
$4.75K - $5.87K
|
716
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
15+ 0.6% |
$4.75K - $5.87K
|
2.53K
$859K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 2.28% |
$4.75K - $5.87K
|
673
$229K
|