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 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
525+ 7.93% |
$189K - $219K
|
7.15K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
519+ 4.55% |
$187K - $216K
|
11.9K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
515+ 3.85% |
$186K - $215K
|
13.9K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
515+ 9.5% |
$186K - $215K
|
5.94K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
515+ 10.96% |
$186K - $215K
|
5.21K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
512+ 31.64% |
$185K - $213K
|
2.13K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
512+ 26.35% |
$185K - $213K
|
2.46K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
511+ 20.03% |
$184K - $213K
|
3.06K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
509+ 67.51% |
$183K - $212K
|
1.26K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
505+ 1.46% |
$182K - $211K
|
35.2K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
504+ 4.52% |
$182K - $210K
|
11.7K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
502+ 2.96% |
$181K - $209K
|
17.5K
$5.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
501+ 44.02% |
$181K - $209K
|
1.64K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
500+ 33.94% |
$180K - $208K
|
1.97K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
500+ 46.95% |
$180K - $208K
|
1.57K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
500+ 0.75% |
$180K - $208K
|
67.2K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
500New |
$180K - $208K
|
500
$166K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
497+ 79.39% |
$179K - $207K
|
1.12K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
496+ 15.72% |
$179K - $207K
|
3.65K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
494+ 14.24% |
$178K - $206K
|
3.96K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
493+ 26.74% |
$178K - $206K
|
2.34K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
492+ 17.83% |
$177K - $205K
|
3.25K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
486+ 31.62% |
$175K - $203K
|
2.02K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
485+ 7.08% |
$175K - $202K
|
7.33K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
483+ 8.01% |
$174K - $201K
|
6.51K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
482New |
$174K - $201K
|
482
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
480+ 6.73% |
$173K - $200K
|
7.61K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
479+ 3.75% |
$173K - $200K
|
13.3K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
479+ 3.69% |
$173K - $200K
|
13.5K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
478New |
$172K - $199K
|
478
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
477+ 0.97% |
$172K - $199K
|
49.4K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
472+ 28.76% |
$170K - $197K
|
2.11K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
467+ 37.94% |
$168K - $195K
|
1.7K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
460+ 29.08% |
$166K - $192K
|
2.04K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
458+ 11.94% |
$165K - $191K
|
4.29K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
453+ 7.14% |
$163K - $189K
|
6.8K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
450+ 40.65% |
$162K - $188K
|
1.56K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
448New |
$161K - $187K
|
448
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
447+ 1.36% |
$161K - $186K
|
33.4K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
441+ 4.3% |
$159K - $184K
|
10.7K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
436+ 2.52% |
$157K - $182K
|
17.7K
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
434+ 3.22% |
$156K - $181K
|
13.9K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
431+ 25.47% |
$155K - $180K
|
2.12K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
427New |
$154K - $178K
|
427
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
424+ 16.79% |
$153K - $177K
|
2.95K
$980K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 5.25% |
$152K - $176K
|
8.45K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
421+ 12.39% |
$152K - $176K
|
3.82K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
417+ 32.58% |
$150K - $174K
|
1.7K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 374.31% |
$147K - $170K
|
517
$172K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
402+ 13.11% |
$145K - $168K
|
3.47K
$1.15M
|