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 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-504- 0.58% |
$160K - $197K
|
86.6K
$34.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-506- 2.13% |
$160K - $198K
|
23.3K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-508- 3.09% |
$161K - $199K
|
15.9K
$6.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-509- 0.93% |
$161K - $199K
|
54K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-510- 2.98% |
$162K - $199K
|
16.6K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-522- 0.31% |
$165K - $204K
|
165K
$66.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-529- 11.76% |
$168K - $207K
|
3.97K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-531- 0.91% |
$168K - $208K
|
58.1K
$23.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-534- 9.13% |
$169K - $209K
|
5.32K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 0.89% |
$169K - $209K
|
59.5K
$23.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 3.82% |
$171K - $212K
|
13.6K
$5.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-543- 4.49% |
$172K - $212K
|
11.5K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-543- 15.35% |
$172K - $212K
|
2.99K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-552- 17.46% |
$175K - $216K
|
2.61K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-555- 2.99% |
$176K - $217K
|
18K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-557- 7.68% |
$176K - $218K
|
6.69K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-567- 7.39% |
$180K - $222K
|
7.11K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 2.32% |
$180K - $222K
|
23.9K
$9.62M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-577- 1.77% |
$183K - $226K
|
32K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-584- 2.62% |
$185K - $228K
|
21.7K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-587- 16.31% |
$186K - $230K
|
3.01K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-595- 10.09% |
$188K - $233K
|
5.3K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-598- 0.78% |
$189K - $234K
|
75.6K
$30.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 16.02% |
$190K - $235K
|
3.15K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-600- 11.44% |
$190K - $235K
|
4.64K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-601- 10.32% |
$190K - $235K
|
5.22K
$2.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-603- 6.82% |
$191K - $236K
|
8.24K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-617- 2.63% |
$195K - $241K
|
22.9K
$9.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-628- 19.37% |
$199K - $246K
|
2.61K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-631- 30.8% |
$200K - $247K
|
1.42K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-634- 17.96% |
$201K - $248K
|
2.9K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-645- 31.31% |
$204K - $252K
|
1.42K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-653- 31.58% |
$207K - $255K
|
1.42K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-661- 3.17% |
$209K - $259K
|
20.2K
$8.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-663- 4.16% |
$210K - $259K
|
15.3K
$6.14M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-665- 6.69% |
$211K - $260K
|
9.28K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-668- 46.78% |
$212K - $261K
|
760
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-677- 0.25% |
$214K - $265K
|
266K
$107M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-679- 0.49% |
$215K - $266K
|
138K
$55.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-692- 26.87% |
$219K - $271K
|
1.88K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-694- 21.33% |
$220K - $271K
|
2.56K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-700- 0.69% |
$222K - $274K
|
100K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-704- 1.21% |
$223K - $275K
|
57.4K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-711- 1.79% |
$225K - $278K
|
38.9K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-711- 0.36% |
$225K - $278K
|
199K
$80.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-713- 35.92% |
$226K - $279K
|
1.27K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-717- 7.56% |
$227K - $280K
|
8.77K
$3.53M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-726- 3.14% |
$230K - $284K
|
22.4K
$9.01M
|
|
|
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
$671K
|