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 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-366- 1.63% |
$132K - $153K
|
22.1K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-367- 11.67% |
$132K - $153K
|
2.78K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-371- 12.05% |
$134K - $155K
|
2.71K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-379- 13.55% |
$137K - $158K
|
2.42K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-381- 8.73% |
$137K - $159K
|
3.99K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-381- 1.19% |
$137K - $159K
|
31.6K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-382- 11.27% |
$138K - $159K
|
3.01K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-388- 17.81% |
$140K - $162K
|
1.79K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-391- 2.4% |
$141K - $163K
|
15.9K
$5.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-403- 28.2% |
$145K - $168K
|
1.03K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-410- 2.69% |
$148K - $171K
|
14.9K
$5.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-410- 2.8% |
$148K - $171K
|
14.2K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-412- 23.49% |
$148K - $172K
|
1.34K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-412- 68.1% |
$148K - $172K
|
193
$71.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-415- 39.9% |
$150K - $173K
|
625
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-430- 2.53% |
$155K - $179K
|
16.6K
$6.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-430- 1.12% |
$155K - $179K
|
37.9K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-433- 1.86% |
$156K - $181K
|
22.9K
$8.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-434- 1.39% |
$156K - $181K
|
30.8K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-437- 14.66% |
$157K - $182K
|
2.54K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.0% |
$158K - $183K
|
10.5K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-447- 0.81% |
$161K - $186K
|
54.9K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-448- 0.87% |
$161K - $187K
|
50.8K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 22.11% |
$161K - $187K
|
1.58K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-450- 10.59% |
$162K - $188K
|
3.8K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-454- 3.56% |
$164K - $189K
|
12.3K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 3.05% |
$172K - $198K
|
15.1K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-478- 2.67% |
$172K - $199K
|
17.4K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-491- 4.96% |
$177K - $205K
|
9.4K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 5.49% |
$180K - $208K
|
8.6K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 15.24% |
$180K - $208K
|
2.78K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-504- 9.63% |
$182K - $210K
|
4.73K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-510- 10.17% |
$184K - $213K
|
4.51K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 2.83% |
$190K - $220K
|
18.1K
$6.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-552- 34.33% |
$199K - $230K
|
1.06K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-554- 2.49% |
$200K - $231K
|
21.7K
$8.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-556- 4.08% |
$200K - $232K
|
13.1K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-560- 1.77% |
$202K - $233K
|
31.1K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-565- 1.51% |
$204K - $236K
|
36.8K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-569- 29.21% |
$205K - $237K
|
1.38K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-570- 6.27% |
$205K - $238K
|
8.52K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-571- 9.33% |
$206K - $238K
|
5.55K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-573- 7.84% |
$206K - $239K
|
6.74K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-577- 4.92% |
$208K - $241K
|
11.2K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 19.08% |
$216K - $250K
|
2.55K
$945K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-609- 4.58% |
$219K - $254K
|
12.7K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-616- 12.4% |
$222K - $257K
|
4.35K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-639- 2.88% |
$230K - $266K
|
21.6K
$8.01M
|