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 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.17K- 7.41% |
$781K - $903K
|
27.1K
$10.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.23K- 26.32% |
$804K - $930K
|
6.24K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 2.03% |
$807K - $934K
|
108K
$43.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 34.84% |
$819K - $948K
|
4.25K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 4.37% |
$822K - $951K
|
49.9K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.3K- 69.59% |
$829K - $959K
|
1.01K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.31K- 3.51% |
$834K - $964K
|
63.5K
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.32K- 8.77% |
$836K - $967K
|
24.1K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 13.71% |
$843K - $975K
|
14.7K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.37K- 7.3% |
$854K - $988K
|
30.1K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.43K- 28.38% |
$876K - $1.01M
|
6.13K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.49K- 6.24% |
$896K - $1.04M
|
37.3K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.49K- 56.6% |
$896K - $1.04M
|
1.91K
$767K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.49K- 11.99% |
$897K - $1.04M
|
18.3K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.5K- 10.85% |
$901K - $1.04M
|
20.5K
$8.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.56K- 0.82% |
$921K - $1.07M
|
311K
$125M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.65K- 7.81% |
$955K - $1.1M
|
31.3K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 79.58% |
$963K - $1.11M
|
686
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-2.7K- 12.61% |
$971K - $1.12M
|
18.7K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.7K- 75.0% |
$973K - $1.13M
|
900
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.71K- 0.52% |
$975K - $1.13M
|
514K
$207M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.71K- 11.78% |
$975K - $1.13M
|
20.3K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.77K- 1.53% |
$998K - $1.15M
|
179K
$71.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.82K- 15.92% |
$1.02M - $1.18M
|
14.9K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.84K- 0.74% |
$1.02M - $1.18M
|
379K
$152M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 50.0% |
$1.03M - $1.19M
|
2.86K
$1.15M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.87K- 6.09% |
$1.03M - $1.2M
|
44.2K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.9K- 19.08% |
$1.05M - $1.21M
|
12.3K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.9K- 2.75% |
$1.05M - $1.21M
|
103K
$41.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.44% |
$1.05M - $1.22M
|
117K
$47.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.93K- 4.91% |
$1.06M - $1.22M
|
56.8K
$22.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 0.72% |
$1.07M - $1.24M
|
411K
$165M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 9.19% |
$1.12M - $1.3M
|
30.7K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.12K- 2.77% |
$1.12M - $1.3M
|
110K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.12K- 2.76% |
$1.13M - $1.3M
|
110K
$44.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 18.18% |
$1.13M - $1.31M
|
14.1K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.14K- 67.14% |
$1.13M - $1.31M
|
1.54K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.22K- 5.54% |
$1.16M - $1.34M
|
54.9K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 20.16% |
$1.18M - $1.36M
|
12.9K
$5.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 11.47% |
$1.2M - $1.39M
|
25.7K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.43K- 29.9% |
$1.24M - $1.43M
|
8.04K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.47K- 0.49% |
$1.25M - $1.45M
|
703K
$283M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.49K- 41.9% |
$1.26M - $1.45M
|
4.84K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 26.57% |
$1.3M - $1.5M
|
9.94K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.61K- 4.16% |
$1.3M - $1.51M
|
83.3K
$33.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.63K- 69.6% |
$1.31M - $1.51M
|
1.58K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.66K- 1.56% |
$1.32M - $1.53M
|
230K
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.68K- 0.36% |
$1.33M - $1.53M
|
1.02M
$411M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.7K- 1.95% |
$1.33M - $1.54M
|
186K
$74.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.85K- 6.66% |
$1.39M - $1.6M
|
53.9K
$21.7M
|