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 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
375+ 2.78% |
$135K - $156K
|
13.9K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
375+ 1.26% |
$135K - $156K
|
30.1K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
370+ 0.88% |
$133K - $154K
|
42.6K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
370New |
$133K - $154K
|
370
$149K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
369New |
$133K - $154K
|
369
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
366+ 0.88% |
$132K - $153K
|
41.8K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
366+ 3.72% |
$132K - $153K
|
10.2K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
365+ 12.29% |
$132K - $152K
|
3.34K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
364+ 7.12% |
$131K - $152K
|
5.48K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
363+ 17.2% |
$131K - $151K
|
2.47K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
363+ 0.66% |
$131K - $151K
|
55.6K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
361+ 22.53% |
$130K - $150K
|
1.96K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
355+ 45.57% |
$128K - $148K
|
1.13K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
354+ 3.8% |
$128K - $148K
|
9.67K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
354+ 2.95% |
$128K - $148K
|
12.3K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
353+ 50.43% |
$127K - $147K
|
1.05K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
353+ 1.38% |
$127K - $147K
|
26K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
351+ 0.25% |
$126K - $146K
|
141K
$56.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
350+ 13.23% |
$126K - $146K
|
3K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
347+ 1.16% |
$125K - $145K
|
30.3K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
347+ 28.14% |
$125K - $145K
|
1.58K
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
346+ 3.66% |
$125K - $144K
|
9.8K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
342New |
$123K - $143K
|
342
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
340+ 4.67% |
$123K - $142K
|
7.62K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
337+ 10.49% |
$121K - $140K
|
3.55K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
335+ 6.67% |
$121K - $140K
|
5.36K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
334+ 20.37% |
$120K - $139K
|
1.97K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
332+ 0.47% |
$120K - $138K
|
70.5K
$28.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 40.12% |
$119K - $138K
|
1.16K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
326+ 5.49% |
$117K - $136K
|
6.27K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
324+ 24.47% |
$117K - $135K
|
1.65K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
323New |
$116K - $135K
|
323
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
323+ 1.39% |
$116K - $135K
|
23.6K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
320+ 50.63% |
$115K - $133K
|
952
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
320+ 15.92% |
$115K - $133K
|
2.33K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
318+ 31.64% |
$115K - $133K
|
1.32K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.95% |
$115K - $133K
|
8.36K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
315+ 1.5% |
$114K - $131K
|
21.3K
$8.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
314+ 41.53% |
$113K - $131K
|
1.07K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
313+ 626.0% |
$113K - $130K
|
363
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
310+ 6.68% |
$112K - $129K
|
4.95K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 0.74% |
$112K - $129K
|
42.1K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
310+ 3.36% |
$112K - $129K
|
9.54K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
310+ 3.5% |
$112K - $129K
|
9.16K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
309+ 5.04% |
$111K - $129K
|
6.44K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
308+ 1.86% |
$111K - $128K
|
16.9K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
308+ 17.76% |
$111K - $128K
|
2.04K
$821K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
308New |
$111K - $128K
|
308
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
307+ 7.69% |
$111K - $128K
|
4.3K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 8.18% |
$110K - $127K
|
4.03K
$1.62M
|