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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.88K- 10.24% |
$595K - $734K
|
16.5K
$6.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.89K- 63.4% |
$597K - $737K
|
1.09K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.89K- 1.56% |
$600K - $740K
|
120K
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.9K- 6.06% |
$601K - $742K
|
29.4K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.33% |
$602K - $743K
|
141K
$55M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.9K- 70.37% |
$602K - $743K
|
800
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.9K- 2.85% |
$603K - $745K
|
64.9K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.95K- 4.84% |
$619K - $764K
|
38.4K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 80.0% |
$634K - $782K
|
500
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.02K- 27.07% |
$638K - $788K
|
5.43K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.06K- 12.34% |
$652K - $805K
|
14.6K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.1K- 10.91% |
$665K - $821K
|
17.1K
$6.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 1.34% |
$665K - $821K
|
154K
$60.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.1K- 31.34% |
$666K - $822K
|
4.6K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 4.94% |
$667K - $823K
|
40.5K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.12K- 5.96% |
$671K - $828K
|
33.4K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.12K- 46.58% |
$671K - $828K
|
2.43K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.12K- 5.18% |
$672K - $829K
|
38.8K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.12K- 17.56% |
$672K - $830K
|
9.96K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.2K- 3.33% |
$697K - $860K
|
63.8K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.2K- 34.33% |
$698K - $862K
|
4.22K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.22K- 23.74% |
$703K - $868K
|
7.13K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.25K- 49.59% |
$712K - $880K
|
2.29K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26K- 2.8% |
$715K - $883K
|
78.2K
$30.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.27K- 11.66% |
$720K - $889K
|
17.2K
$6.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.3K- 50.86% |
$728K - $899K
|
2.22K
$865K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.33K- 0.74% |
$738K - $912K
|
313K
$122M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.34K- 46.98% |
$741K - $914K
|
2.64K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.37K- 41.97% |
$751K - $927K
|
3.28K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.39K- 10.12% |
$756K - $933K
|
21.2K
$8.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.39K- 5.55% |
$757K - $934K
|
40.7K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.39K- 16.33% |
$757K - $935K
|
12.2K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.4K- 12.66% |
$759K - $937K
|
16.5K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.41K- 8.87% |
$764K - $943K
|
24.8K
$9.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.42K- 3.54% |
$766K - $946K
|
65.8K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.42K- 2.1% |
$767K - $947K
|
113K
$44M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.43K- 7.72% |
$768K - $948K
|
29K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.45K- 2.73% |
$775K - $957K
|
87.2K
$34M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.46K- 10.89% |
$778K - $961K
|
20.1K
$7.84M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-2.46K- 25.94% |
$781K - $964K
|
7.03K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.47K- 59.9% |
$783K - $967K
|
1.66K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.52K- 14.6% |
$797K - $984K
|
14.7K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.52K- 15.16% |
$797K - $984K
|
14.1K
$5.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.54K- 60.78% |
$805K - $994K
|
1.64K
$639K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.58K- 16.56% |
$817K - $1.01M
|
13K
$5.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.62K- 28.43% |
$830K - $1.02M
|
6.59K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.63K- 11.25% |
$834K - $1.03M
|
20.8K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.66K- 4.5% |
$843K - $1.04M
|
56.4K
$22M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.68K- 6.72% |
$848K - $1.05M
|
37.2K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.71K- 3.05% |
$859K - $1.06M
|
86.2K
$33.6M
|