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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 18.18% |
$1.13M - $1.31M
|
14.1K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.22K- 5.54% |
$1.16M - $1.34M
|
54.9K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 20.16% |
$1.18M - $1.36M
|
12.9K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.47K- 0.49% |
$1.25M - $1.45M
|
703K
$255M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.63K- 69.6% |
$1.31M - $1.51M
|
1.58K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.85K- 6.66% |
$1.39M - $1.6M
|
53.9K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4K- 2.49% |
$1.44M - $1.67M
|
157K
$56.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.24K- 18.16% |
$1.53M - $1.77M
|
19.1K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.26K- 1.53% |
$1.53M - $1.78M
|
274K
$99.4M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.46K- 7.5% |
$1.61M - $1.86M
|
55K
$20M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.66K- 5.39% |
$1.68M - $1.94M
|
81.7K
$29.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 3.66% |
$1.82M - $2.11M
|
133K
$48.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.23K- 2.43% |
$1.88M - $2.18M
|
210K
$76.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.28K- 5.06% |
$1.9M - $2.2M
|
98.9K
$35.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-5.47K- 4.79% |
$1.97M - $2.28M
|
109K
$39.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.47K- 13.51% |
$1.97M - $2.28M
|
35K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.63K- 57.02% |
$2.03M - $2.34M
|
4.24K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.63K- 5.05% |
$2.03M - $2.35M
|
106K
$38.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.86K- 27.08% |
$2.11M - $2.44M
|
15.8K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.05K- 1.29% |
$2.18M - $2.52M
|
463K
$168M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.07K- 9.93% |
$2.19M - $2.53M
|
55.1K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.29K- 54.8% |
$2.27M - $2.62M
|
5.19K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.32K- 60.72% |
$2.28M - $2.64M
|
4.09K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.51K- 99.91% |
$2.34M - $2.71M
|
6
$2.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.63K- 2.49% |
$2.39M - $2.76M
|
260K
$94.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.83K- 52.1% |
$2.46M - $2.85M
|
6.28K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 2.77% |
$2.6M - $3.01M
|
254K
$92.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.2K- 1.58% |
$2.95M - $3.42M
|
510K
$185M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.18K- 24.7% |
$3.31M - $3.83M
|
28K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-9.5K- 11.6% |
$3.42M - $3.96M
|
72.4K
$26.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.7K- 11.5% |
$3.49M - $4.04M
|
74.6K
$27.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.83K- 34.66% |
$3.54M - $4.1M
|
18.5K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-9.87K- 12.86% |
$3.56M - $4.12M
|
66.9K
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-10.1K- 15.22% |
$3.64M - $4.21M
|
56.2K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.1K- 9.14% |
$3.64M - $4.21M
|
100K
$36.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.3K- 1.84% |
$3.7M - $4.28M
|
549K
$199M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.81% |
$3.8M - $4.4M
|
266K
$96.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.1K- 8.93% |
$4.01M - $4.64M
|
113K
$41.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.1K- 0.92% |
$4.71M - $5.45M
|
1.41M
$512M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-13.1K- 13.45% |
$4.71M - $5.45M
|
84.2K
$30.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-13.2K- 13.53% |
$4.76M - $5.5M
|
84.4K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.6K- 87.56% |
$4.91M - $5.68M
|
1.94K
$703K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16.3K- 5.11% |
$5.86M - $6.78M
|
302K
$110M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-18.2K- 15.59% |
$6.54M - $7.57M
|
98.3K
$35.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-22K- 6.95% |
$7.93M - $9.18M
|
295K
$107M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.1K- 43.12% |
$7.97M - $9.22M
|
29.2K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-22.5K- 93.62% |
$8.1M - $9.37M
|
1.53K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-26.2K- 78.49% |
$9.45M - $10.9M
|
7.19K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 65.63% |
$9.54M - $11M
|
13.9K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.1K- 5.72% |
$9.78M - $11.3M
|
447K
$162M
|