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 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-125- 7.16% |
$39.6K - $48.9K
|
1.62K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 15.19% |
$39.6K - $48.9K
|
698
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 3.2% |
$39.6K - $48.9K
|
3.78K
$1.34M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 0.89% |
$39.6K - $48.9K
|
14K
$4.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-126- 4.15% |
$39.9K - $49.3K
|
2.91K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 1.91% |
$40.9K - $50.5K
|
6.62K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 7.05% |
$41.2K - $50.8K
|
1.72K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-130- 0.9% |
$41.2K - $50.8K
|
14.3K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 3.3% |
$41.5K - $51.2K
|
3.84K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 1.52% |
$41.8K - $51.6K
|
8.54K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-134- 1.32% |
$42.5K - $52.4K
|
10.1K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135- 10.6% |
$42.8K - $52.8K
|
1.14K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-135- 3.92% |
$42.8K - $52.8K
|
3.31K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 5.12% |
$43.1K - $53.2K
|
2.52K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-138- 3.8% |
$43.7K - $54K
|
3.49K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 1.04% |
$43.7K - $54K
|
13.2K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-138- 1.96% |
$43.7K - $54K
|
6.9K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-139- 0.81% |
$44K - $54.4K
|
17K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-139- 0.73% |
$44K - $54.4K
|
18.9K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-139- 9.99% |
$44K - $54.4K
|
1.25K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140- 1.34% |
$44.4K - $54.8K
|
10.3K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-140- 0.11% |
$44.4K - $54.8K
|
124K
$44.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-141- 21.43% |
$44.7K - $55.1K
|
517
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-141- 14.66% |
$44.7K - $55.1K
|
821
$291K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-143- 11.18% |
$45.3K - $55.9K
|
1.14K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-144- 12.8% |
$45.6K - $56.3K
|
981
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-145- 1.03% |
$45.9K - $56.7K
|
14K
$4.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$46.3K - $57.1K
|
8.33K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-147- 2.21% |
$46.6K - $57.5K
|
6.51K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-147- 16.61% |
$46.6K - $57.5K
|
738
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-147- 11.43% |
$46.6K - $57.5K
|
1.14K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-149- 1.47% |
$47.2K - $58.3K
|
9.97K
$3.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-150- 4.97% |
$47.5K - $58.7K
|
2.87K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 0.39% |
$47.5K - $58.7K
|
38.5K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-150- 17.86% |
$47.5K - $58.7K
|
690
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 3.22% |
$47.5K - $58.7K
|
4.5K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-150- 11.93% |
$47.5K - $58.7K
|
1.11K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-150- 3.62% |
$47.5K - $58.7K
|
4K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-151- 3.39% |
$47.8K - $59.1K
|
4.3K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-153- 0.99% |
$48.5K - $59.8K
|
15.2K
$5.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-155- 1.03% |
$49.1K - $60.6K
|
14.9K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-155- 2.14% |
$49.1K - $60.6K
|
7.1K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-158- 1.79% |
$50.1K - $61.8K
|
8.68K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-160- 3.68% |
$50.7K - $62.6K
|
4.19K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 1.43% |
$51K - $63K
|
11.1K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-162- 1.02% |
$51.3K - $63.4K
|
15.7K
$5.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-163- 6.09% |
$51.6K - $63.8K
|
2.51K
$889K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-164- 0.39% |
$52K - $64.1K
|
41.6K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 1.93% |
$52.3K - $64.5K
|
8.4K
$2.97M
|