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 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.22K- 84.14% |
$1.34M - $1.65M
|
796
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.24K- 23.19% |
$1.34M - $1.66M
|
14K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.35K- 3.25% |
$1.38M - $1.7M
|
129K
$52M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.35K- 9.42% |
$1.38M - $1.7M
|
41.8K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.4K- 2.19% |
$1.39M - $1.72M
|
197K
$79.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-4.55K- 3.14% |
$1.44M - $1.78M
|
140K
$56.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.57K- 9.27% |
$1.45M - $1.79M
|
44.7K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.57K- 2.12% |
$1.45M - $1.79M
|
211K
$84.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-4.59K- 68.71% |
$1.45M - $1.79M
|
2.09K
$840K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.62K- 9.46% |
$1.46M - $1.81M
|
44.3K
$17.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.93K- 50.0% |
$1.56M - $1.93M
|
4.93K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.24K- 81.9% |
$1.66M - $2.05M
|
1.16K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.33K- 1.21% |
$1.69M - $2.09M
|
436K
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.36K- 0.8% |
$1.7M - $2.09M
|
666K
$268M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.37K- 8.07% |
$1.7M - $2.1M
|
61.2K
$24.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 1.86% |
$1.76M - $2.17M
|
294K
$118M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.59K- 4.11% |
$1.77M - $2.19M
|
130K
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.6K- 2.92% |
$1.77M - $2.19M
|
186K
$74.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.65K- 24.9% |
$1.79M - $2.21M
|
17K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.8K- 86.31% |
$1.84M - $2.27M
|
920
$370K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.88K- 14.1% |
$1.86M - $2.3M
|
35.8K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-5.98KClosed |
$1.89M - $2.34M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6.04K- 0.58% |
$1.91M - $2.36M
|
1.03M
$413M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.06K- 89.47% |
$1.92M - $2.37M
|
713
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-6.11K- 60.49% |
$1.94M - $2.39M
|
3.99K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.33K- 3.28% |
$2M - $2.47M
|
186K
$75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.41K- 2.6% |
$2.03M - $2.51M
|
240K
$96.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-6.56K- 64.75% |
$2.08M - $2.57M
|
3.57K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-6.69K- 12.61% |
$2.12M - $2.62M
|
46.4K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-6.79K- 8.58% |
$2.15M - $2.66M
|
72.3K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.8K- 89.47% |
$2.15M - $2.66M
|
800
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.99K- 8.66% |
$2.21M - $2.73M
|
73.7K
$29.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7K- 0.49% |
$2.22M - $2.74M
|
1.42M
$573M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.03K- 5.67% |
$2.23M - $2.75M
|
117K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.25K- 2.65% |
$2.3M - $2.84M
|
267K
$107M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.45K- 93.56% |
$2.36M - $2.91M
|
513
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-7.49K- 3.39% |
$2.37M - $2.93M
|
213K
$85.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-7.6K- 2.84% |
$2.41M - $2.97M
|
260K
$104M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.68K- 47.61% |
$2.43M - $3M
|
8.45K
$3.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-7.8K- 92.85% |
$2.47M - $3.05M
|
601
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8.17K- 33.13% |
$2.59M - $3.2M
|
16.5K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.18K- 7.59% |
$2.59M - $3.2M
|
99.6K
$40M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-8.4K- 6.56% |
$2.66M - $3.29M
|
120K
$48.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-8.44K- 42.22% |
$2.68M - $3.3M
|
11.6K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-8.49K- 89.45% |
$2.69M - $3.32M
|
1K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.53K- 49.99% |
$2.7M - $3.34M
|
8.54K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.7K- 87.04% |
$2.76M - $3.4M
|
1.3K
$521K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-8.72K- 86.18% |
$2.76M - $3.41M
|
1.4K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.82K- 21.34% |
$2.79M - $3.45M
|
32.5K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.19K- 21.36% |
$2.91M - $3.6M
|
33.9K
$13.6M
|