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
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-51- 2.72% |
$16.2K - $19.9K
|
1.82K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 0.05% |
$16.2K - $19.9K
|
110K
$38.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.78% |
$16.5K - $20.3K
|
1.32K
$462K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.23% |
$16.5K - $20.3K
|
22.7K
$7.91M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-52- 2.5% |
$16.5K - $20.3K
|
2.03K
$707K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-53- 4.17% |
$16.8K - $20.7K
|
1.22K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-53- 3.66% |
$16.8K - $20.7K
|
1.39K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-53- 0.96% |
$16.8K - $20.7K
|
5.46K
$1.91M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 9.26% |
$17.1K - $21.1K
|
529
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-55- 0.76% |
$17.4K - $21.5K
|
7.15K
$2.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-55- 0.78% |
$17.4K - $21.5K
|
6.98K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 1.98% |
$18.1K - $22.3K
|
2.82K
$984K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57- 0.41% |
$18.1K - $22.3K
|
13.8K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-57- 4.94% |
$18.1K - $22.3K
|
1.1K
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-57- 0.92% |
$18.1K - $22.3K
|
6.15K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-57- 1.33% |
$18.1K - $22.3K
|
4.22K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-57- 2.13% |
$18.1K - $22.3K
|
2.61K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-57- 1.36% |
$18.1K - $22.3K
|
4.13K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-58- 0.14% |
$18.4K - $22.7K
|
41.4K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-58- 2.73% |
$18.4K - $22.7K
|
2.07K
$721K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-58- 0.05% |
$18.4K - $22.7K
|
111K
$38.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-58- 1.25% |
$18.4K - $22.7K
|
4.57K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-58- 5.35% |
$18.4K - $22.7K
|
1.03K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-58- 4.35% |
$18.4K - $22.7K
|
1.27K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-59- 1.51% |
$18.7K - $23.1K
|
3.85K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-59- 0.22% |
$18.7K - $23.1K
|
26.6K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.4% |
$18.7K - $23.1K
|
14.6K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-59- 2.46% |
$18.7K - $23.1K
|
2.34K
$818K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-60- 0.33% |
$19K - $23.5K
|
18.3K
$6.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-60- 1.74% |
$19K - $23.5K
|
3.4K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-60- 4.83% |
$19K - $23.5K
|
1.18K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-60- 2.36% |
$19K - $23.5K
|
2.48K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-60- 2.21% |
$19K - $23.5K
|
2.65K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 5.11% |
$19K - $23.5K
|
1.11K
$389K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.81% |
$19K - $23.5K
|
2.08K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 8.14% |
$19.3K - $23.9K
|
688
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-61- 1.05% |
$19.3K - $23.9K
|
5.75K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-61- 4.41% |
$19.3K - $23.9K
|
1.32K
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-61- 1.84% |
$19.3K - $23.9K
|
3.26K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-62- 1.95% |
$19.6K - $24.2K
|
3.12K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-62- 6.67% |
$19.6K - $24.2K
|
868
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-62- 2.96% |
$19.6K - $24.2K
|
2.03K
$709K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-63- 5.54% |
$20K - $24.6K
|
1.07K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-63- 0.66% |
$20K - $24.6K
|
9.47K
$3.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-64- 1.43% |
$20.3K - $25K
|
4.42K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-64- 3.2% |
$20.3K - $25K
|
1.94K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.39% |
$20.6K - $25.4K
|
1.85K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-65- 0.81% |
$20.6K - $25.4K
|
7.94K
$2.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-66- 3.52% |
$20.9K - $25.8K
|
1.81K
$632K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-67- 7.31% |
$21.2K - $26.2K
|
849
$296K
|