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 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-211- 2.8% |
$66.8K - $82.5K
|
7.31K
$2.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-211- 21.31% |
$66.8K - $82.5K
|
779
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-212- 7.58% |
$67.2K - $82.9K
|
2.58K
$914K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-213- 5.49% |
$67.5K - $83.3K
|
3.67K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-214- 1.33% |
$67.8K - $83.7K
|
15.9K
$5.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-219- 0.57% |
$69.4K - $85.7K
|
38.4K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-223- 13.83% |
$70.6K - $87.2K
|
1.39K
$492K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-225- 6.23% |
$71.3K - $88K
|
3.39K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-225- 23.81% |
$71.3K - $88K
|
720
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-227- 14.27% |
$71.9K - $88.8K
|
1.36K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-227- 12.59% |
$71.9K - $88.8K
|
1.58K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-229- 4.0% |
$72.5K - $89.6K
|
5.49K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-229- 2.05% |
$72.5K - $89.6K
|
10.9K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-229- 7.18% |
$72.5K - $89.6K
|
2.96K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 2.96% |
$75.1K - $92.7K
|
7.78K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-238- 0.97% |
$75.4K - $93.1K
|
24.3K
$8.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-239- 1.5% |
$75.7K - $93.5K
|
15.7K
$5.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-241- 2.4% |
$76.3K - $94.3K
|
9.79K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-242- 16.13% |
$76.7K - $94.7K
|
1.26K
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-243- 1.27% |
$77K - $95K
|
18.9K
$6.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-243- 16.8% |
$77K - $95K
|
1.2K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-244- 3.09% |
$77.3K - $95.4K
|
7.66K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-244- 6.52% |
$77.3K - $95.4K
|
3.5K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-247- 18.78% |
$78.2K - $96.6K
|
1.07K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-249- 26.13% |
$78.9K - $97.4K
|
704
$249K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 15.53% |
$79.2K - $97.8K
|
1.36K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-250- 4.78% |
$79.2K - $97.8K
|
4.98K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 11.02% |
$79.2K - $97.8K
|
2.02K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-250- 1.36% |
$79.2K - $97.8K
|
18.1K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-250- 1.51% |
$79.2K - $97.8K
|
16.3K
$5.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-252- 7.66% |
$79.8K - $98.6K
|
3.04K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-253- 7.85% |
$80.2K - $99K
|
2.97K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-255- 3.03% |
$80.8K - $99.7K
|
8.16K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-258- 6.98% |
$81.7K - $101K
|
3.44K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-260- 0.3% |
$82.4K - $102K
|
86.4K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-260- 1.44% |
$82.4K - $102K
|
17.8K
$6.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-262- 1.05% |
$83K - $102K
|
24.7K
$8.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-265- 1.41% |
$84K - $104K
|
18.5K
$6.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-266- 21.26% |
$84.3K - $104K
|
985
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-268- 26.88% |
$84.9K - $105K
|
729
$258K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-270- 1.19% |
$85.5K - $106K
|
22.4K
$7.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-270- 8.91% |
$85.5K - $106K
|
2.76K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-270- 29.03% |
$85.5K - $106K
|
660
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-272- 24.24% |
$86.2K - $106K
|
850
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-273- 40.99% |
$86.5K - $107K
|
393
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-279- 14.52% |
$88.4K - $109K
|
1.64K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-280- 7.72% |
$88.7K - $110K
|
3.35K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 4.15% |
$89.3K - $110K
|
6.51K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-286- 3.35% |
$90.6K - $112K
|
8.25K
$2.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-287- 11.64% |
$90.9K - $112K
|
2.18K
$771K
|