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 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11+ 0.41% |
$3.96K - $4.59K
|
2.7K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11+ 0.55% |
$3.96K - $4.59K
|
2K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11+ 0.26% |
$3.96K - $4.59K
|
4.2K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10New |
$3.6K - $4.17K
|
10
$3.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 1.4% |
$3.6K - $4.17K
|
726
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.19% |
$3.6K - $4.17K
|
5.17K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.85% |
$3.6K - $4.17K
|
1.19K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 7.35% |
$3.6K - $4.17K
|
146
$54.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.6K - $4.17K
|
5.92K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.66% |
$3.6K - $4.17K
|
1.52K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.75% |
$3.6K - $4.17K
|
1.34K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.22% |
$3.6K - $4.17K
|
4.6K
$1.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
9+ 1.38% |
$3.24K - $3.75K
|
661
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 1.05% |
$3.24K - $3.75K
|
866
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.32% |
$3.24K - $3.75K
|
2.79K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9+ 0.93% |
$3.24K - $3.75K
|
972
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 3.59% |
$3.24K - $3.75K
|
260
$96.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9+ 0.68% |
$3.24K - $3.75K
|
1.33K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.73% |
$3.24K - $3.75K
|
1.24K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$2.88K - $3.34K
|
5.74K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8+ 0.65% |
$2.88K - $3.34K
|
1.24K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.69% |
$2.88K - $3.34K
|
1.17K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8+ 0.63% |
$2.88K - $3.34K
|
1.27K
$473K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.99% |
$2.52K - $2.92K
|
716
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 3.3% |
$2.52K - $2.92K
|
219
$81.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.32% |
$2.52K - $2.92K
|
2.16K
$803K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 1.01% |
$2.52K - $2.92K
|
697
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7+ 0.17% |
$2.52K - $2.92K
|
4.03K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.11% |
$2.16K - $2.5K
|
5.34K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6+ 1.09% |
$2.16K - $2.5K
|
557
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 0.47% |
$2.16K - $2.5K
|
1.27K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.16K - $2.5K
|
8.42K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 0.87% |
$2.16K - $2.5K
|
695
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 2.91% |
$2.16K - $2.5K
|
212
$78.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$2.16K - $2.5K
|
594
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5+ 0.3% |
$1.8K - $2.08K
|
1.7K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5+ 0.25% |
$1.8K - $2.08K
|
2K
$744K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5+ 0.66% |
$1.8K - $2.08K
|
760
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.45% |
$1.8K - $2.08K
|
1.12K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$1.8K - $2.08K
|
1.85K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.02% |
$1.8K - $2.08K
|
22.9K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.31% |
$1.8K - $2.08K
|
1.6K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.36% |
$1.8K - $2.08K
|
1.41K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$1.8K - $2.08K
|
3.25K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.15% |
$1.44K - $1.67K
|
2.59K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4+ 0.39% |
$1.44K - $1.67K
|
1.02K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.44K - $1.67K
|
1.05K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.61% |
$1.44K - $1.67K
|
663
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.44K - $1.67K
|
2.07K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 1.69% |
$1.44K - $1.67K
|
240
$89.1K
|