Purchases and Sales Made in Q4 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.61% |
$58.7K - $68K
|
6.41K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
163+ 3.38% |
$58.7K - $68K
|
4.99K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 9.45% |
$58K - $67.1K
|
1.86K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
161+ 7.85% |
$58K - $67.1K
|
2.21K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
160+ 1.28% |
$57.7K - $66.7K
|
12.7K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
158+ 5.67% |
$56.9K - $65.9K
|
2.95K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
157New |
$56.6K - $65.5K
|
157
$57.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
157+ 4.91% |
$56.6K - $65.5K
|
3.36K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
156+ 3.64% |
$56.2K - $65K
|
4.45K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
156+ 4.05% |
$56.2K - $65K
|
4.01K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
153+ 3.36% |
$55.1K - $63.8K
|
4.71K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
152+ 3.99% |
$54.8K - $63.4K
|
3.96K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
152New |
$54.8K - $63.4K
|
152
$55.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
151+ 9.23% |
$54.4K - $62.9K
|
1.79K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.89% |
$54.1K - $62.5K
|
5.35K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
150+ 12.06% |
$54.1K - $62.5K
|
1.39K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
146+ 0.91% |
$52.6K - $60.9K
|
16.2K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 34.37% |
$51.9K - $60K
|
563
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
144+ 4.0% |
$51.9K - $60K
|
3.74K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
144+ 5.26% |
$51.9K - $60K
|
2.88K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
144+ 2.47% |
$51.9K - $60K
|
5.97K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
142+ 11.71% |
$51.2K - $59.2K
|
1.36K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
141+ 1.88% |
$50.8K - $58.8K
|
7.63K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
141+ 1.09% |
$50.8K - $58.8K
|
13.1K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
137+ 4.96% |
$49.4K - $57.1K
|
2.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
136+ 5.82% |
$49K - $56.7K
|
2.47K
$900K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
136+ 0.71% |
$49K - $56.7K
|
19.4K
$7.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 81.71% |
$48.3K - $55.9K
|
298
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
134+ 2.32% |
$48.3K - $55.9K
|
5.92K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
133+ 0.54% |
$47.9K - $55.4K
|
24.8K
$9.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
132+ 7.48% |
$47.6K - $55K
|
1.9K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
131+ 2.03% |
$47.2K - $54.6K
|
6.58K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
130+ 0.87% |
$46.8K - $54.2K
|
15K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
128+ 0.56% |
$46.1K - $53.4K
|
23K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
126+ 2.3% |
$45.4K - $52.5K
|
5.62K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
125+ 1.5% |
$45K - $52.1K
|
8.49K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 5.02% |
$45K - $52.1K
|
2.62K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
122+ 14.79% |
$44K - $50.9K
|
947
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
121+ 6.53% |
$43.6K - $50.4K
|
1.97K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
118+ 12.22% |
$42.5K - $49.2K
|
1.08K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
116+ 10.04% |
$41.8K - $48.4K
|
1.27K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116+ 1.86% |
$41.8K - $48.4K
|
6.36K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
115+ 2.71% |
$41.4K - $47.9K
|
4.36K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
115+ 6.94% |
$41.4K - $47.9K
|
1.77K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
115+ 9.92% |
$41.4K - $47.9K
|
1.27K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
114+ 10.45% |
$41.1K - $47.5K
|
1.21K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
110+ 1.9% |
$39.6K - $45.9K
|
5.89K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
109+ 0.61% |
$39.3K - $45.4K
|
17.9K
$6.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
109+ 4.49% |
$39.3K - $45.4K
|
2.54K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
108+ 6.83% |
$38.9K - $45K
|
1.69K
$615K
|