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
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-855- 21.72% |
$308K - $356K
|
3.08K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-869- 52.44% |
$313K - $362K
|
788
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-870- 3.24% |
$314K - $363K
|
25.9K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-883- 4.08% |
$318K - $368K
|
20.8K
$8.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-889- 19.44% |
$320K - $371K
|
3.68K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-890- 5.45% |
$321K - $371K
|
15.5K
$6.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-892- 12.21% |
$321K - $372K
|
6.42K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-912- 1.5% |
$329K - $380K
|
59.7K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-915- 11.39% |
$330K - $381K
|
7.12K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-921- 23.05% |
$332K - $384K
|
3.07K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-923- 56.18% |
$333K - $385K
|
720
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-937- 5.32% |
$338K - $391K
|
16.7K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-940- 5.02% |
$339K - $392K
|
17.8K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-951- 3.59% |
$343K - $396K
|
25.6K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-955- 2.14% |
$344K - $398K
|
43.8K
$17.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-987- 6.48% |
$356K - $411K
|
14.2K
$5.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1K- 7.45% |
$360K - $417K
|
12.4K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.02K- 2.14% |
$368K - $425K
|
46.6K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.03K- 14.12% |
$371K - $429K
|
6.27K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.03K- 1.61% |
$371K - $429K
|
62.8K
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.04K- 1.82% |
$373K - $432K
|
55.8K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.04K- 1.57% |
$375K - $434K
|
65.1K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.07K- 4.7% |
$384K - $444K
|
21.6K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.07K- 34.84% |
$385K - $445K
|
2K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.08K- 5.36% |
$389K - $450K
|
19.1K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 2.46% |
$392K - $454K
|
43.2K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.09K- 9.27% |
$394K - $456K
|
10.7K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.09K- 15.16% |
$394K - $456K
|
6.12K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.1K- 1.77% |
$395K - $456K
|
60.7K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 10.03% |
$395K - $457K
|
9.84K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.11K- 7.15% |
$399K - $461K
|
14.4K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.13K- 1.75% |
$406K - $470K
|
63.3K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 1.15% |
$410K - $474K
|
97.6K
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 2.71% |
$414K - $479K
|
41.3K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.15K- 5.34% |
$414K - $479K
|
20.4K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 1.15% |
$420K - $486K
|
101K
$40.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.18K- 7.55% |
$423K - $490K
|
14.4K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.18K- 0.48% |
$425K - $492K
|
243K
$97.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.18K- 6.53% |
$427K - $494K
|
16.9K
$6.82M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.19K- 28.23% |
$429K - $496K
|
3.03K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 39.22% |
$430K - $498K
|
1.85K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.2K- 26.68% |
$433K - $501K
|
3.3K
$1.33M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.22K- 11.91% |
$439K - $507K
|
9K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.25K- 0.91% |
$450K - $520K
|
135K
$54.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 1.69% |
$450K - $520K
|
72.5K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.25K- 9.49% |
$450K - $521K
|
11.9K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.27K- 0.97% |
$457K - $529K
|
129K
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.29K- 8.57% |
$463K - $536K
|
13.7K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.29K- 3.46% |
$464K - $537K
|
35.9K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.29K- 5.21% |
$465K - $538K
|
23.5K
$9.44M
|