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 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.24K- 14.77% |
$394K - $486K
|
7.17K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.28K- 4.18% |
$405K - $499K
|
29.2K
$9.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.28K- 12.07% |
$406K - $501K
|
9.34K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.3K- 25.19% |
$411K - $507K
|
3.85K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.3K- 4.63% |
$412K - $509K
|
26.8K
$8.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 17.74% |
$416K - $514K
|
6.09K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.32K- 1.3% |
$418K - $516K
|
100K
$33.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.33K- 15.27% |
$421K - $520K
|
7.38K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.34K- 8.96% |
$423K - $522K
|
13.6K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-1.34K- 4.09% |
$425K - $524K
|
31.4K
$10.4M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.34K- 4.08% |
$426K - $526K
|
31.6K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.4K- 2.04% |
$444K - $548K
|
67.2K
$22.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.41K- 4.75% |
$447K - $552K
|
28.3K
$9.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 7.64% |
$447K - $552K
|
17.1K
$5.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.42K- 8.98% |
$449K - $554K
|
14.4K
$4.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 9.35% |
$465K - $575K
|
14.2K
$4.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.47K- 6.4% |
$466K - $576K
|
21.5K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.5K- 1.31% |
$476K - $587K
|
113K
$37.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.59% |
$482K - $595K
|
94K
$31.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.57K- 4.73% |
$498K - $615K
|
31.7K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.58K- 2.67% |
$501K - $619K
|
57.7K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.59K- 3.19% |
$505K - $623K
|
48.4K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.6K- 36.94% |
$506K - $624K
|
2.72K
$904K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.6K- 73.31% |
$508K - $627K
|
584
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.61K- 26.06% |
$508K - $628K
|
4.55K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.62K- 6.58% |
$514K - $635K
|
23K
$7.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 28.87% |
$520K - $641K
|
4.04K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.65K- 25.17% |
$521K - $643K
|
4.89K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.65K- 54.74% |
$521K - $644K
|
1.36K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-1.66K- 3.83% |
$527K - $650K
|
41.7K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.7K- 14.68% |
$538K - $664K
|
9.87K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.71K- 0.76% |
$543K - $670K
|
225K
$74.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.72K- 4.21% |
$544K - $672K
|
39.1K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.74K- 4.8% |
$550K - $679K
|
34.4K
$11.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.77K- 9.07% |
$561K - $692K
|
17.7K
$5.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.77K- 2.68% |
$562K - $694K
|
64.5K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 7.0% |
$570K - $704K
|
23.9K
$7.94M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.84K- 3.47% |
$583K - $720K
|
51.2K
$17M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.86K- 1.73% |
$590K - $729K
|
106K
$35M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.88K- 10.24% |
$595K - $734K
|
16.5K
$5.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.89K- 63.4% |
$597K - $737K
|
1.09K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.89K- 1.56% |
$600K - $740K
|
120K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.9K- 6.06% |
$601K - $742K
|
29.4K
$9.76M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.33% |
$602K - $743K
|
141K
$46.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.9K- 70.37% |
$602K - $743K
|
800
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.9K- 2.85% |
$603K - $745K
|
64.9K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.95K- 4.84% |
$619K - $764K
|
38.4K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 80.0% |
$634K - $782K
|
500
$166K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.02K- 27.07% |
$638K - $788K
|
5.43K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-2.06K- 12.34% |
$652K - $805K
|
14.6K
$4.86M
|