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 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-31- 0.93% |
$11.2K - $12.9K
|
3.3K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 2.31% |
$11.2K - $12.9K
|
1.31K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-33- 1.2% |
$11.9K - $13.8K
|
2.72K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$81K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-33- 3.36% |
$11.9K - $13.8K
|
950
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 4.26% |
$11.9K - $13.8K
|
741
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 1.86% |
$12.3K - $14.2K
|
1.79K
$665K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-41- 3.26% |
$14.8K - $17.1K
|
1.22K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 1.69% |
$14.8K - $17.1K
|
2.39K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.67% |
$14.8K - $17.1K
|
6.1K
$2.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-42- 0.39% |
$15.1K - $17.5K
|
10.7K
$3.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-43- 2.75% |
$15.5K - $17.9K
|
1.52K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.75% |
$15.9K - $18.3K
|
2.48K
$920K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-45- 2.17% |
$16.2K - $18.8K
|
2.03K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 4.0% |
$16.2K - $18.8K
|
1.08K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.0% |
$16.2K - $18.8K
|
2.2K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-46- 4.31% |
$16.6K - $19.2K
|
1.02K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-47- 0.56% |
$16.9K - $19.6K
|
8.3K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-48- 0.61% |
$17.3K - $20K
|
7.87K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 2.87% |
$17.7K - $20.4K
|
1.66K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.6% |
$18K - $20.8K
|
8.31K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 4.26% |
$18K - $20.8K
|
1.13K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 4.06% |
$18K - $20.8K
|
1.18K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 7.67% |
$18K - $20.8K
|
602
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.91% |
$18K - $20.8K
|
1.67K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-50- 3.3% |
$18K - $20.8K
|
1.46K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50- 0.35% |
$18K - $20.8K
|
14.2K
$5.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-50- 7.74% |
$18K - $20.8K
|
596
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-51- 1.7% |
$18.4K - $21.3K
|
2.94K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-52- 2.06% |
$18.7K - $21.7K
|
2.47K
$917K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.56% |
$19.1K - $22.1K
|
1.44K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-55- 0.84% |
$19.8K - $22.9K
|
6.49K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-57- 0.97% |
$20.5K - $23.8K
|
5.8K
$2.15M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-58- 1.54% |
$20.9K - $24.2K
|
3.7K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-58- 0.62% |
$20.9K - $24.2K
|
9.24K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-59- 1.06% |
$21.3K - $24.6K
|
5.53K
$2.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-60- 1.29% |
$21.6K - $25K
|
4.58K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 0.64% |
$21.6K - $25K
|
9.36K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 6.47% |
$21.6K - $25K
|
867
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-60- 4.54% |
$21.6K - $25K
|
1.26K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-63- 2.24% |
$22.7K - $26.3K
|
2.76K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-64- 0.87% |
$23.1K - $26.7K
|
7.33K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.45% |
$23.4K - $27.1K
|
2.58K
$960K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-65- 1.23% |
$23.4K - $27.1K
|
5.2K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-65- 2.11% |
$23.4K - $27.1K
|
3.01K
$1.12M
|