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 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17+ 0.88% |
$5.39K - $6.65K
|
1.95K
$790K
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
17+ 1.7% |
$5.39K - $6.65K
|
1.02K
$413K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16+ 0.58% |
$5.07K - $6.26K
|
2.8K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.5% |
$5.07K - $6.26K
|
3.19K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
16+ 1.09% |
$5.07K - $6.26K
|
1.48K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 4.32% |
$5.07K - $6.26K
|
386
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.07K - $6.26K
|
816
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16+ 0.38% |
$5.07K - $6.26K
|
4.26K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 2.5% |
$5.07K - $6.26K
|
656
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.14% |
$4.75K - $5.87K
|
716
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
15+ 0.6% |
$4.75K - $5.87K
|
2.53K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 2.28% |
$4.75K - $5.87K
|
673
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
15+ 0.62% |
$4.75K - $5.87K
|
2.45K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.36% |
$4.75K - $5.87K
|
4.24K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.79% |
$4.75K - $5.87K
|
1.92K
$779K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
15+ 20.27% |
$4.75K - $5.87K
|
89
$36.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$4.44K - $5.48K
|
3.96K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.44% |
$4.44K - $5.48K
|
3.23K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.44K - $5.48K
|
1.61K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.09% |
$4.44K - $5.48K
|
15.4K
$6.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.8% |
$4.12K - $5.08K
|
736
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.98% |
$4.12K - $5.08K
|
1.33K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
13+ 0.83% |
$4.12K - $5.08K
|
1.57K
$638K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.68% |
$3.8K - $4.69K
|
1.77K
$716K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12+ 0.59% |
$3.8K - $4.69K
|
2.05K
$831K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12+ 1.29% |
$3.8K - $4.69K
|
939
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.44% |
$3.8K - $4.69K
|
2.75K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.36% |
$3.8K - $4.69K
|
236
$95.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.17% |
$3.8K - $4.69K
|
7.15K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12+ 0.47% |
$3.8K - $4.69K
|
2.57K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.13% |
$3.8K - $4.69K
|
8.91K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 1.14% |
$3.48K - $4.3K
|
978
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.72% |
$3.48K - $4.3K
|
649
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$3.17K - $3.91K
|
10
$4.06K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10+ 0.38% |
$3.17K - $3.91K
|
2.65K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10+ 0.33% |
$3.17K - $3.91K
|
3.08K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
10+ 0.07% |
$3.17K - $3.91K
|
14K
$5.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$3.17K - $3.91K
|
3.24K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 0.23% |
$3.17K - $3.91K
|
4.29K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9+ 0.94% |
$2.85K - $3.52K
|
964
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.32% |
$2.85K - $3.52K
|
2.78K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
9+ 1.04% |
$2.85K - $3.52K
|
875
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 1.86% |
$2.85K - $3.52K
|
494
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$2.85K - $3.52K
|
1.98K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
9+ 1.47% |
$2.85K - $3.52K
|
621
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.09% |
$2.85K - $3.52K
|
9.83K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.45% |
$2.85K - $3.52K
|
2.02K
$820K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
8+ 3.65% |
$2.53K - $3.13K
|
227
$92.1K
|