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 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 6.73% |
$21.6K - $25K
|
952
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
59+ 2.06% |
$21.3K - $24.6K
|
2.92K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.05% |
$20.9K - $24.2K
|
128K
$47.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 11.01% |
$20.9K - $24.2K
|
585
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57+ 4.88% |
$20.5K - $23.8K
|
1.23K
$455K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 2.4% |
$20.5K - $23.8K
|
2.43K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.68% |
$19.8K - $22.9K
|
3.33K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
53+ 1.58% |
$19.1K - $22.1K
|
3.4K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
53+ 0.61% |
$19.1K - $22.1K
|
8.76K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
53+ 0.68% |
$19.1K - $22.1K
|
7.88K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
53+ 0.33% |
$19.1K - $22.1K
|
16.2K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
52+ 0.15% |
$18.7K - $21.7K
|
35.4K
$13.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 3.58% |
$18.4K - $21.3K
|
1.47K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 43.59% |
$18.4K - $21.3K
|
168
$62.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
50+ 2.67% |
$18K - $20.8K
|
1.92K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 5.15% |
$18K - $20.8K
|
1.02K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
50+ 1.23% |
$18K - $20.8K
|
4.11K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$17.7K - $20.4K
|
49
$18.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
46+ 5.81% |
$16.6K - $19.2K
|
838
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 3.79% |
$16.2K - $18.8K
|
1.23K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$15.5K - $17.9K
|
939
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 6.16% |
$15.5K - $17.9K
|
741
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
42+ 4.62% |
$15.1K - $17.5K
|
951
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
42+ 6.76% |
$15.1K - $17.5K
|
663
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
42+ 0.28% |
$15.1K - $17.5K
|
14.9K
$5.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
41+ 0.89% |
$14.8K - $17.1K
|
4.66K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$14.4K - $16.7K
|
40
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 2.57% |
$14.4K - $16.7K
|
1.6K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.25% |
$14.1K - $16.3K
|
512
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 0.24% |
$14.1K - $16.3K
|
16.4K
$6.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 1.18% |
$13.7K - $15.8K
|
3.27K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.72% |
$13K - $15K
|
2.13K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
36+ 2.56% |
$13K - $15K
|
1.44K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 1.74% |
$13K - $15K
|
2.1K
$780K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 1.34% |
$12.6K - $14.6K
|
2.64K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.93% |
$12.6K - $14.6K
|
3.81K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 2.75% |
$12.6K - $14.6K
|
1.31K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.32% |
$12.6K - $14.6K
|
846
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
34+ 2.72% |
$12.3K - $14.2K
|
1.28K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.86% |
$12.3K - $14.2K
|
3.97K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 2.06% |
$11.2K - $12.9K
|
1.53K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31+ 0.46% |
$11.2K - $12.9K
|
6.75K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.31% |
$10.8K - $12.5K
|
9.63K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$689K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 4.46% |
$10.8K - $12.5K
|
703
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.12% |
$10.5K - $12.1K
|
23.9K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29+ 5.03% |
$10.5K - $12.1K
|
605
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.07% |
$10.5K - $12.1K
|
1.43K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28+ 4.4% |
$10.1K - $11.7K
|
665
$247K
|