Purchases and Sales Made in Q3 2024 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.28% |
$13.6K - $16.8K
|
15.6K
$5.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
42+ 15.27% |
$13.3K - $16.4K
|
317
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.34% |
$13.3K - $16.4K
|
12.4K
$4.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
42+ 0.69% |
$13.3K - $16.4K
|
6.13K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
41+ 3.61% |
$13K - $16K
|
1.18K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
41+ 0.24% |
$13K - $16K
|
16.9K
$5.61M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.77% |
$12.7K - $15.6K
|
5.27K
$1.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39+ 2.66% |
$12.4K - $15.3K
|
1.5K
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 3.49% |
$12.4K - $15.3K
|
1.16K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39+ 1.33% |
$12.4K - $15.3K
|
2.98K
$989K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
39+ 0.65% |
$12.4K - $15.3K
|
6K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$12.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 3.78% |
$12K - $14.9K
|
1.04K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 3.96% |
$12K - $14.9K
|
998
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 1.72% |
$11.7K - $14.5K
|
2.19K
$727K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
37+ 1.74% |
$11.7K - $14.5K
|
2.16K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37+ 18.59% |
$11.7K - $14.5K
|
236
$78.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
36+ 1.58% |
$11.4K - $14.1K
|
2.32K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 2.98% |
$11.4K - $14.1K
|
1.24K
$413K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 2.21% |
$11.1K - $13.7K
|
1.62K
$537K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
35+ 0.81% |
$11.1K - $13.7K
|
4.38K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35+ 2.1% |
$11.1K - $13.7K
|
1.7K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
34+ 4.05% |
$10.8K - $13.3K
|
873
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 4.87% |
$10.8K - $13.3K
|
732
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
34+ 1.65% |
$10.8K - $13.3K
|
2.09K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.47% |
$10.8K - $13.3K
|
7.24K
$2.4M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
34+ 0.82% |
$10.8K - $13.3K
|
4.17K
$1.38M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
34+ 0.82% |
$10.8K - $13.3K
|
4.17K
$1.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
33+ 2.22% |
$10.5K - $12.9K
|
1.52K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
33+ 0.79% |
$10.5K - $12.9K
|
4.21K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 2.52% |
$10.5K - $12.9K
|
1.34K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
33+ 0.35% |
$10.5K - $12.9K
|
9.48K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 1.22% |
$10.5K - $12.9K
|
2.73K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
33+ 1.15% |
$10.5K - $12.9K
|
2.91K
$966K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 4.48% |
$10.1K - $12.5K
|
747
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
32+ 2.11% |
$10.1K - $12.5K
|
1.55K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
32+ 0.14% |
$10.1K - $12.5K
|
22.9K
$7.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
31+ 0.27% |
$9.82K - $12.1K
|
11.7K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 6.89% |
$9.82K - $12.1K
|
481
$160K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.62% |
$9.82K - $12.1K
|
5K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 1.94% |
$9.5K - $11.7K
|
1.58K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
30+ 3.55% |
$9.5K - $11.7K
|
876
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 4.09% |
$9.5K - $11.7K
|
763
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
30+ 42.86% |
$9.5K - $11.7K
|
100
$33.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29+ 1.16% |
$9.19K - $11.3K
|
2.54K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
29+ 1.34% |
$9.19K - $11.3K
|
2.2K
$729K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
28+ 7.16% |
$8.87K - $11K
|
419
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
28+ 1.57% |
$8.87K - $11K
|
1.81K
$600K
|