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 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-595- 10.09% |
$188K - $233K
|
5.3K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-598- 0.78% |
$189K - $234K
|
75.6K
$26.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 16.02% |
$190K - $235K
|
3.15K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-600- 11.44% |
$190K - $235K
|
4.64K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-601- 10.32% |
$190K - $235K
|
5.22K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-603- 6.82% |
$191K - $236K
|
8.24K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-617- 2.63% |
$195K - $241K
|
22.9K
$8.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-628- 19.37% |
$199K - $246K
|
2.61K
$924K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-631- 30.8% |
$200K - $247K
|
1.42K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-634- 17.96% |
$201K - $248K
|
2.9K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-645- 31.31% |
$204K - $252K
|
1.42K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-653- 31.58% |
$207K - $255K
|
1.42K
$500K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-661- 3.17% |
$209K - $259K
|
20.2K
$7.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-663- 4.16% |
$210K - $259K
|
15.3K
$5.39M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-665- 6.69% |
$211K - $260K
|
9.28K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-668- 46.78% |
$212K - $261K
|
760
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-677- 0.25% |
$214K - $265K
|
266K
$94M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-679- 0.49% |
$215K - $266K
|
138K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-692- 26.87% |
$219K - $271K
|
1.88K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-694- 21.33% |
$220K - $271K
|
2.56K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-700- 0.69% |
$222K - $274K
|
100K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-704- 1.21% |
$223K - $275K
|
57.4K
$20.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-711- 1.79% |
$225K - $278K
|
38.9K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-711- 0.36% |
$225K - $278K
|
199K
$70.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-713- 35.92% |
$226K - $279K
|
1.27K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-717- 7.56% |
$227K - $280K
|
8.77K
$3.1M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-726- 3.14% |
$230K - $284K
|
22.4K
$7.92M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-727Closed |
$230K - $284K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-730- 30.44% |
$231K - $286K
|
1.67K
$589K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-735- 9.15% |
$233K - $287K
|
7.3K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-741- 6.98% |
$235K - $290K
|
9.88K
$3.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-741- 15.65% |
$235K - $290K
|
3.99K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-751- 7.42% |
$238K - $294K
|
9.37K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-755- 2.86% |
$239K - $295K
|
25.6K
$9.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-764- 1.21% |
$242K - $299K
|
62.4K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-771- 12.9% |
$244K - $302K
|
5.21K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-773- 31.12% |
$245K - $302K
|
1.71K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-776- 36.53% |
$246K - $304K
|
1.35K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-778- 8.77% |
$246K - $304K
|
8.09K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-782- 1.25% |
$248K - $306K
|
61.8K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-783- 5.98% |
$248K - $306K
|
12.3K
$4.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-785- 9.81% |
$249K - $307K
|
7.22K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-787- 3.42% |
$249K - $308K
|
22.3K
$7.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-799- 10.93% |
$253K - $313K
|
6.51K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-800- 6.52% |
$253K - $313K
|
11.5K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-804- 0.74% |
$255K - $314K
|
109K
$38.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-809- 2.58% |
$256K - $316K
|
30.5K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-823- 2.25% |
$261K - $322K
|
35.8K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-826- 17.81% |
$262K - $323K
|
3.81K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-849- 3.61% |
$269K - $332K
|
22.7K
$8M
|