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 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.9% |
$70.3K - $81.3K
|
6.53K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-196- 1.74% |
$70.6K - $81.7K
|
11K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.3% |
$72.1K - $83.4K
|
67K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-200- 1.14% |
$72.1K - $83.4K
|
17.4K
$6.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-200- 8.77% |
$72.1K - $83.4K
|
2.08K
$773K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-200- 5.93% |
$72.1K - $83.4K
|
3.17K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-204- 14.07% |
$73.5K - $85K
|
1.25K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 2.03% |
$73.5K - $85K
|
9.85K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-206- 1.04% |
$74.2K - $85.9K
|
19.6K
$7.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-208- 3.27% |
$75K - $86.7K
|
6.15K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-210- 2.21% |
$75.7K - $87.5K
|
9.31K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 1.74% |
$76.4K - $88.4K
|
12K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-214- 5.99% |
$77.1K - $89.2K
|
3.36K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-215- 21.35% |
$77.5K - $89.6K
|
792
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-218- 0.98% |
$78.6K - $90.9K
|
22.1K
$8.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-226- 0.56% |
$81.4K - $94.2K
|
40.3K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-237- 3.55% |
$85.4K - $98.8K
|
6.43K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-237- 1.0% |
$85.4K - $98.8K
|
23.5K
$8.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-240- 7.11% |
$86.5K - $100K
|
3.14K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-242- 1.37% |
$87.2K - $101K
|
17.5K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-249- 12.69% |
$89.7K - $104K
|
1.71K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 17.01% |
$90.1K - $104K
|
1.22K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 0.88% |
$90.1K - $104K
|
28K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-252- 0.92% |
$90.8K - $105K
|
27.2K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-271- 8.97% |
$97.7K - $113K
|
2.75K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-274- 1.8% |
$98.7K - $114K
|
15K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-288- 6.62% |
$104K - $120K
|
4.06K
$1.51M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 1.3% |
$105K - $121K
|
22.1K
$8.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-293- 1.27% |
$106K - $122K
|
22.7K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-297- 5.71% |
$107K - $124K
|
4.9K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-298- 22.27% |
$107K - $124K
|
1.04K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 8.57% |
$108K - $125K
|
3.19K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 56.71% |
$108K - $125K
|
229
$85.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-300- 5.67% |
$108K - $125K
|
4.99K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 4.68% |
$108K - $125K
|
6.12K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-307- 3.27% |
$111K - $128K
|
9.09K
$3.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-309- 4.43% |
$111K - $129K
|
6.67K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-312- 1.35% |
$112K - $130K
|
22.9K
$8.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-313- 12.12% |
$113K - $130K
|
2.27K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-322- 5.11% |
$116K - $134K
|
5.98K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-326- 3.75% |
$117K - $136K
|
8.38K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-328- 7.69% |
$118K - $137K
|
3.94K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-331- 11.62% |
$119K - $138K
|
2.52K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-349- 13.35% |
$126K - $145K
|
2.27K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-358- 14.54% |
$129K - $149K
|
2.1K
$782K
|