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 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.46K
$837K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.75K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$317 - $391
|
1.5K
$509K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
2.07K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.78K
$607K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.02% |
$317 - $391
|
4.38K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
1.94K
$660K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.7% |
$317 - $391
|
143
$48.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.61% |
$317 - $391
|
165
$56.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$317 - $391
|
707
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.1% |
$317 - $391
|
1.01K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 9.09% |
$317 - $391
|
12
$4.08K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.56K
$529K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.45% |
$317 - $391
|
224
$76.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$317 - $391
|
4.24K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$317 - $391
|
753
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
2.06K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
36.3K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$317 - $391
|
212
$72.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.56K
$529K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1+ 0.01% |
$317 - $391
|
12K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1+ 0.17% |
$317 - $391
|
606
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.28% |
$317 - $391
|
356
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.28K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 0.13% |
$317 - $391
|
800
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.01% |
$317 - $391
|
9.11K
$3.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$317 - $391
|
1
$340
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.37K
$465K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.04% |
$317 - $391
|
2.83K
$962K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1- 0.02% |
$317 - $391
|
4.03K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.43K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.1K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.95K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.05K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.16% |
$317 - $391
|
629
$214K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1- 0.11% |
$317 - $391
|
945
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 0.23% |
$634 - $782
|
862
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 1.82% |
$634 - $782
|
108
$36.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.17% |
$634 - $782
|
1.16K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.07% |
$634 - $782
|
2.94K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2- 0.13% |
$634 - $782
|
1.57K
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2- 0.03% |
$634 - $782
|
7.76K
$2.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2- 0.16% |
$634 - $782
|
1.24K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2- 0.13% |
$634 - $782
|
1.55K
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.06% |
$634 - $782
|
3.51K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2- 0.3% |
$634 - $782
|
675
$230K
|