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
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.17% |
$950 - $1.17K
|
1.81K
$616K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3+ 0.06% |
$950 - $1.17K
|
4.98K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3+ 0.46% |
$950 - $1.17K
|
660
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.18K
$742K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$950 - $1.17K
|
777
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.46% |
$950 - $1.17K
|
657
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.11K
$716K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$950 - $1.17K
|
17.7K
$6.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$950 - $1.17K
|
813
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.09% |
$950 - $1.17K
|
3.34K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$950 - $1.17K
|
3
$1.02K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$950 - $1.17K
|
3.51K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.43% |
$950 - $1.17K
|
694
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3+ 0.05% |
$950 - $1.17K
|
5.85K
$1.99M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 2.22% |
$950 - $1.17K
|
138
$46.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.31% |
$634 - $782
|
652
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.29% |
$634 - $782
|
683
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2+ 0.24% |
$634 - $782
|
839
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.08% |
$634 - $782
|
2.43K
$825K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.13% |
$634 - $782
|
1.53K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$634 - $782
|
2.94K
$999K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.33% |
$634 - $782
|
614
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2+ 0.16% |
$634 - $782
|
1.27K
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 22.22% |
$634 - $782
|
11
$3.74K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.27% |
$634 - $782
|
160
$54.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.33% |
$634 - $782
|
617
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2+ 0.06% |
$634 - $782
|
3.57K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.09% |
$634 - $782
|
2.29K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2New |
$634 - $782
|
2
$680
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.07% |
$634 - $782
|
3.08K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.19% |
$634 - $782
|
1.08K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2+ 0.2% |
$634 - $782
|
987
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.15% |
$634 - $782
|
1.36K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$634 - $782
|
1.14K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.21% |
$634 - $782
|
942
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.29% |
$634 - $782
|
680
$231K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$317 - $391
|
1.2K
$408K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$317 - $391
|
1
$340
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
26.2K
$8.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$317 - $391
|
8.41K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$317 - $391
|
1.12K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.13% |
$317 - $391
|
784
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$317 - $391
|
1.16K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.63K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.34K
$797K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 4.0% |
$317 - $391
|
26
$8.84K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.3% |
$317 - $391
|
330
$112K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$317 - $391
|
873
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.73K
$927K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
26.5K
$9.01M
|