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 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.76% |
$468K - $542K
|
26K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 6.88% |
$469K - $542K
|
17.6K
$7.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.31K- 24.79% |
$473K - $547K
|
3.98K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.32K- 7.19% |
$476K - $550K
|
17K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.32K- 51.1% |
$476K - $550K
|
1.26K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.34K- 1.75% |
$481K - $557K
|
75K
$30.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.36K- 3.27% |
$491K - $568K
|
40.3K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.39K- 6.08% |
$501K - $579K
|
21.5K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.39K- 5.2% |
$502K - $581K
|
25.4K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.4K- 10.22% |
$506K - $585K
|
12.3K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.42K- 17.22% |
$513K - $593K
|
6.84K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.44K- 5.67% |
$518K - $599K
|
23.9K
$9.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 4.18% |
$529K - $612K
|
33.7K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.48K- 35.2% |
$535K - $619K
|
2.73K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.5K- 1.88% |
$539K - $623K
|
78.1K
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.62% |
$548K - $634K
|
92.5K
$37.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.53K- 4.87% |
$552K - $638K
|
29.9K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 0.73% |
$554K - $641K
|
210K
$84.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.55K- 21.04% |
$560K - $647K
|
5.83K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.56K- 51.3% |
$562K - $650K
|
1.48K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.56K- 80.83% |
$562K - $650K
|
370
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.63K- 11.68% |
$587K - $680K
|
12.3K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.65K- 1.72% |
$593K - $686K
|
94.2K
$37.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.66K- 38.85% |
$599K - $692K
|
2.61K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.66K- 6.6% |
$599K - $693K
|
23.5K
$9.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.69K- 5.84% |
$610K - $706K
|
27.3K
$11M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.72K- 4.28% |
$621K - $718K
|
38.5K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.74K- 2.16% |
$628K - $726K
|
79K
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.78K- 9.43% |
$640K - $741K
|
17.1K
$6.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 13.04% |
$646K - $747K
|
12K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.8K- 6.37% |
$648K - $749K
|
26.4K
$10.6M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.8K- 56.12% |
$649K - $751K
|
1.41K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.82K- 1.8% |
$657K - $760K
|
99.7K
$40.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.83K- 5.04% |
$659K - $762K
|
34.5K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.89K- 0.75% |
$680K - $787K
|
249K
$100M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 1.5% |
$685K - $792K
|
124K
$50.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.9K- 8.88% |
$685K - $792K
|
19.5K
$7.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.9K- 8.19% |
$685K - $792K
|
21.3K
$8.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.16% |
$690K - $798K
|
163K
$65.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.96K- 20.06% |
$705K - $815K
|
7.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 19.35% |
$706K - $817K
|
8.17K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.96K- 3.02% |
$707K - $818K
|
63K
$25.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.97K- 1.27% |
$708K - $819K
|
152K
$61.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.99K- 3.19% |
$717K - $829K
|
60.4K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 1.42% |
$721K - $834K
|
139K
$55.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.01K- 3.67% |
$724K - $838K
|
52.8K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 18.11% |
$747K - $864K
|
9.37K
$3.77M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.1K- 1.02% |
$757K - $875K
|
203K
$81.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 9.35% |
$764K - $883K
|
20.5K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.13K- 30.0% |
$769K - $889K
|
4.98K
$2M
|