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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-147- 11.43% |
$46.6K - $57.5K
|
1.14K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-149- 1.47% |
$47.2K - $58.3K
|
9.97K
$4.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-150- 4.97% |
$47.5K - $58.7K
|
2.87K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 0.39% |
$47.5K - $58.7K
|
38.5K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-150- 17.86% |
$47.5K - $58.7K
|
690
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 3.22% |
$47.5K - $58.7K
|
4.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-150- 11.93% |
$47.5K - $58.7K
|
1.11K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-150- 3.62% |
$47.5K - $58.7K
|
4K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-151- 3.39% |
$47.8K - $59.1K
|
4.3K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-153- 0.99% |
$48.5K - $59.8K
|
15.2K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-155- 1.03% |
$49.1K - $60.6K
|
14.9K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-155- 2.14% |
$49.1K - $60.6K
|
7.1K
$2.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-158- 1.79% |
$50.1K - $61.8K
|
8.68K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-160- 3.68% |
$50.7K - $62.6K
|
4.19K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 1.43% |
$51K - $63K
|
11.1K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-162- 1.02% |
$51.3K - $63.4K
|
15.7K
$6.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-163- 6.09% |
$51.6K - $63.8K
|
2.51K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-164- 0.39% |
$52K - $64.1K
|
41.6K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 1.93% |
$52.3K - $64.5K
|
8.4K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-165- 1.13% |
$52.3K - $64.5K
|
14.4K
$5.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-166- 0.83% |
$52.6K - $64.9K
|
19.8K
$7.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-168- 2.02% |
$53.2K - $65.7K
|
8.15K
$3.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-170- 7.46% |
$53.9K - $66.5K
|
2.11K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-171- 2.11% |
$54.2K - $66.9K
|
7.92K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-172- 10.0% |
$54.5K - $67.3K
|
1.55K
$623K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$54.8K - $67.7K
|
37.6K
$15.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-173- 0.21% |
$54.8K - $67.7K
|
80.8K
$32.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-177- 2.08% |
$56.1K - $69.2K
|
8.35K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-177- 0.67% |
$56.1K - $69.2K
|
26.1K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-178- 12.98% |
$56.4K - $69.6K
|
1.19K
$480K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-179- 35.24% |
$56.7K - $70K
|
329
$132K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-180- 10.22% |
$57K - $70.4K
|
1.58K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-182- 3.95% |
$57.7K - $71.2K
|
4.42K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-183- 1.44% |
$58K - $71.6K
|
12.5K
$5.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 5.12% |
$58K - $71.6K
|
3.39K
$1.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-184- 3.76% |
$58.3K - $72K
|
4.71K
$1.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-184- 10.08% |
$58.3K - $72K
|
1.64K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-184- 5.68% |
$58.3K - $72K
|
3.06K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-184- 8.24% |
$58.3K - $72K
|
2.05K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-184- 15.5% |
$58.3K - $72K
|
1K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-184- 3.87% |
$58.3K - $72K
|
4.58K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 1.39% |
$58.6K - $72.4K
|
13.2K
$5.29M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 4.76% |
$58.9K - $72.7K
|
3.72K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-187- 3.29% |
$59.2K - $73.1K
|
5.49K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-188- 3.03% |
$59.6K - $73.5K
|
6.01K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-189- 18.14% |
$59.9K - $73.9K
|
853
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-191- 16.47% |
$60.5K - $74.7K
|
969
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-192- 71.11% |
$60.8K - $75.1K
|
78
$31.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-193- 0.54% |
$61.1K - $75.5K
|
35.8K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-193- 26.96% |
$61.1K - $75.5K
|
523
$210K
|