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 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 41.67% |
$216K - $250K
|
840
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-609- 4.58% |
$219K - $254K
|
12.7K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-615- 17.88% |
$222K - $256K
|
2.83K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-616- 12.4% |
$222K - $257K
|
4.35K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-618- 37.05% |
$223K - $258K
|
1.05K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-622- 38.88% |
$224K - $259K
|
978
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-626- 4.56% |
$226K - $261K
|
13.1K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-631- 21.68% |
$227K - $263K
|
2.28K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-637- 10.81% |
$230K - $266K
|
5.26K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-638- 15.99% |
$230K - $266K
|
3.35K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-639- 2.88% |
$230K - $266K
|
21.6K
$8.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-646- 6.54% |
$233K - $269K
|
9.24K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-652- 2.88% |
$235K - $272K
|
22K
$8.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-660- 1.59% |
$238K - $275K
|
41K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-662- 8.57% |
$239K - $276K
|
7.06K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-662- 1.56% |
$239K - $276K
|
41.8K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.5% |
$242K - $280K
|
18.5K
$7.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-678- 14.6% |
$244K - $283K
|
3.97K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-679- 54.58% |
$245K - $283K
|
565
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-680- 2.23% |
$245K - $283K
|
29.8K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 33.28% |
$245K - $284K
|
1.37K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-693- 3.06% |
$250K - $289K
|
22K
$8.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-705- 46.88% |
$254K - $294K
|
799
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-705- 11.75% |
$254K - $294K
|
5.29K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-708- 9.29% |
$255K - $295K
|
6.91K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-714- 8.76% |
$257K - $298K
|
7.44K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-715- 1.67% |
$258K - $298K
|
42.2K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-722- 4.02% |
$260K - $301K
|
17.2K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-726- 0.84% |
$262K - $303K
|
85.9K
$34.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-740- 60.56% |
$267K - $308K
|
482
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-740- 15.68% |
$267K - $308K
|
3.98K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-748- 2.34% |
$270K - $312K
|
31.2K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-750- 0.59% |
$270K - $313K
|
126K
$50.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-751- 12.86% |
$271K - $313K
|
5.09K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-756- 3.5% |
$272K - $315K
|
20.9K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-763- 23.84% |
$275K - $318K
|
2.44K
$980K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-764- 19.58% |
$275K - $318K
|
3.14K
$1.26M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-766- 22.51% |
$276K - $319K
|
2.64K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-768- 15.05% |
$277K - $320K
|
4.33K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-770- 2.95% |
$277K - $321K
|
25.3K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-770- 54.42% |
$277K - $321K
|
645
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-773- 25.32% |
$279K - $322K
|
2.28K
$917K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-775- 23.2% |
$279K - $323K
|
2.57K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-777- 0.6% |
$280K - $324K
|
130K
$52.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-792- 7.71% |
$285K - $330K
|
9.48K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-799- 0.18% |
$288K - $333K
|
435K
$175M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.35% |
$288K - $334K
|
23.1K
$9.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-828- 19.93% |
$298K - $345K
|
3.33K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-839- 32.79% |
$302K - $350K
|
1.72K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-854- 2.91% |
$308K - $356K
|
28.5K
$11.5M
|