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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
22+ 2.01% |
$7.93K - $9.17K
|
1.12K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21+ 2.51% |
$7.57K - $8.75K
|
857
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
21+ 1.58% |
$7.57K - $8.75K
|
1.35K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.17% |
$7.57K - $8.75K
|
12.6K
$4.57M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21+ 0.21% |
$7.57K - $8.75K
|
9.87K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 1.96% |
$7.21K - $8.34K
|
1.04K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 1.03% |
$7.21K - $8.34K
|
1.96K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 1.95% |
$6.85K - $7.92K
|
993
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19+ 1.44% |
$6.85K - $7.92K
|
1.33K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
18+ 0.5% |
$6.49K - $7.5K
|
3.59K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.49% |
$6.49K - $7.5K
|
3.71K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18+ 1.84% |
$6.49K - $7.5K
|
996
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.61% |
$6.49K - $7.5K
|
2.98K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.09% |
$6.13K - $7.09K
|
1.57K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 1.96% |
$6.13K - $7.09K
|
883
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 0.66% |
$6.13K - $7.09K
|
2.6K
$947K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16+ 21.05% |
$5.77K - $6.67K
|
92
$33.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.32% |
$5.77K - $6.67K
|
5.02K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
16+ 1.84% |
$5.77K - $6.67K
|
884
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
15+ 3.04% |
$5.41K - $6.25K
|
508
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15+ 2.61% |
$5.41K - $6.25K
|
590
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
15+ 1.79% |
$5.41K - $6.25K
|
854
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15+ 1.85% |
$5.41K - $6.25K
|
826
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.8% |
$5.41K - $6.25K
|
1.9K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 2.48% |
$5.05K - $5.84K
|
578
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 1.48% |
$5.05K - $5.84K
|
958
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 1.47% |
$4.68K - $5.42K
|
899
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
13+ 0.39% |
$4.68K - $5.42K
|
3.38K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
13+ 1.04% |
$4.68K - $5.42K
|
1.26K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.2% |
$4.68K - $5.42K
|
6.61K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
13+ 3.0% |
$4.68K - $5.42K
|
446
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12+ 0.45% |
$4.32K - $5K
|
2.69K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$4.32K - $5K
|
3.25K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.86% |
$4.32K - $5K
|
1.41K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11+ 0.54% |
$3.96K - $4.59K
|
2.06K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11+ 0.41% |
$3.96K - $4.59K
|
2.7K
$983K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11+ 0.55% |
$3.96K - $4.59K
|
2K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11+ 0.26% |
$3.96K - $4.59K
|
4.2K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 4.66% |
$3.96K - $4.59K
|
247
$89.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
11+ 0.73% |
$3.96K - $4.59K
|
1.52K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10New |
$3.6K - $4.17K
|
10
$3.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 1.4% |
$3.6K - $4.17K
|
726
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.19% |
$3.6K - $4.17K
|
5.17K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.85% |
$3.6K - $4.17K
|
1.19K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 7.35% |
$3.6K - $4.17K
|
146
$53.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.6K - $4.17K
|
5.92K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.66% |
$3.6K - $4.17K
|
1.52K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.75% |
$3.6K - $4.17K
|
1.34K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.22% |
$3.6K - $4.17K
|
4.6K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 1.25% |
$3.6K - $4.17K
|
810
$295K
|