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 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
840New |
$303K - $350K
|
840
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
837New |
$302K - $349K
|
837
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
827New |
$298K - $345K
|
827
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
824+ 1.62% |
$297K - $344K
|
51.8K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
819New |
$295K - $341K
|
819
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
816+ 15.64% |
$294K - $340K
|
6.03K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
813+ 40.07% |
$293K - $339K
|
2.84K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
813New |
$293K - $339K
|
813
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
812New |
$293K - $339K
|
812
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
811+ 1.01% |
$292K - $338K
|
81.3K
$27M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
810New |
$292K - $338K
|
810
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
809New |
$292K - $337K
|
809
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
805+ 7.21% |
$290K - $336K
|
12K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
BUY
|
- |
800+ 114.29% |
$288K - $334K
|
1.5K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
798New |
$288K - $333K
|
798
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
797New |
$287K - $332K
|
797
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
796+ 39.41% |
$287K - $332K
|
2.82K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
792+ 0.14% |
$285K - $330K
|
563K
$187M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
791+ 8.5% |
$285K - $330K
|
10.1K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
790New |
$285K - $329K
|
790
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
788+ 128.34% |
$284K - $329K
|
1.4K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
773New |
$279K - $322K
|
773
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
771+ 31.19% |
$278K - $321K
|
3.24K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
765New |
$276K - $319K
|
765
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
762+ 1.54% |
$275K - $318K
|
50.2K
$16.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
760+ 1.3% |
$274K - $317K
|
59K
$19.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
758New |
$273K - $316K
|
758
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
755+ 5.05% |
$272K - $315K
|
15.7K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
755New |
$272K - $315K
|
755
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
752+ 53.03% |
$271K - $313K
|
2.17K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
749New |
$270K - $312K
|
749
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
745New |
$268K - $311K
|
745
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
737+ 1.63% |
$266K - $307K
|
45.8K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
736+ 8.74% |
$265K - $307K
|
9.16K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
733New |
$264K - $306K
|
733
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
732New |
$264K - $305K
|
732
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
730+ 14.62% |
$263K - $304K
|
5.72K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
728New |
$262K - $303K
|
728
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
728New |
$262K - $303K
|
728
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
726+ 42.66% |
$262K - $303K
|
2.43K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
726+ 38.56% |
$262K - $303K
|
2.61K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
725+ 11.03% |
$261K - $302K
|
7.3K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
714New |
$257K - $298K
|
714
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
713New |
$257K - $297K
|
713
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
711New |
$256K - $296K
|
711
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
708+ 1.0% |
$255K - $295K
|
71.8K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
704+ 14.23% |
$254K - $293K
|
5.65K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
703+ 1.95% |
$253K - $293K
|
36.8K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
703New |
$253K - $293K
|
703
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
703New |
$253K - $293K
|
703
$233K
|