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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 10.25% |
$145K - $167K
|
4.31K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
399+ 2.22% |
$144K - $166K
|
18.4K
$6.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
397+ 15.72% |
$143K - $166K
|
2.92K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
396+ 1.07% |
$143K - $165K
|
37.4K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
395+ 2.59% |
$142K - $165K
|
15.6K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
394+ 30.15% |
$142K - $164K
|
1.7K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
391+ 9.59% |
$141K - $163K
|
4.47K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
390New |
$141K - $163K
|
390
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 1.55% |
$139K - $160K
|
25.2K
$8.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
384+ 3.42% |
$138K - $160K
|
11.6K
$3.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
383+ 2.6% |
$138K - $160K
|
15.1K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
377+ 20.46% |
$136K - $157K
|
2.22K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
375+ 6.55% |
$135K - $156K
|
6.1K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
375+ 12.66% |
$135K - $156K
|
3.34K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
375+ 2.78% |
$135K - $156K
|
13.9K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
375+ 1.26% |
$135K - $156K
|
30.1K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
370+ 0.88% |
$133K - $154K
|
42.6K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
370New |
$133K - $154K
|
370
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
366+ 0.88% |
$132K - $153K
|
41.8K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
366+ 3.72% |
$132K - $153K
|
10.2K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
365+ 12.29% |
$132K - $152K
|
3.34K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
364+ 7.12% |
$131K - $152K
|
5.48K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
363+ 17.2% |
$131K - $151K
|
2.47K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
363+ 0.66% |
$131K - $151K
|
55.6K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
361+ 22.53% |
$130K - $150K
|
1.96K
$652K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
355+ 45.57% |
$128K - $148K
|
1.13K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
354+ 3.8% |
$128K - $148K
|
9.67K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
354+ 2.95% |
$128K - $148K
|
12.3K
$4.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
353+ 50.43% |
$127K - $147K
|
1.05K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
353+ 1.38% |
$127K - $147K
|
26K
$8.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
351+ 0.25% |
$126K - $146K
|
141K
$46.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
350+ 13.23% |
$126K - $146K
|
3K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
347+ 1.16% |
$125K - $145K
|
30.3K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
347+ 28.14% |
$125K - $145K
|
1.58K
$525K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
346+ 3.66% |
$125K - $144K
|
9.8K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
342New |
$123K - $143K
|
342
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
340+ 4.67% |
$123K - $142K
|
7.62K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
337+ 10.49% |
$121K - $140K
|
3.55K
$1.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
335+ 6.67% |
$121K - $140K
|
5.36K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
334+ 20.37% |
$120K - $139K
|
1.97K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
332+ 0.47% |
$120K - $138K
|
70.5K
$23.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 40.12% |
$119K - $138K
|
1.16K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
326+ 5.49% |
$117K - $136K
|
6.27K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
324+ 24.47% |
$117K - $135K
|
1.65K
$547K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
323New |
$116K - $135K
|
323
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
323+ 1.39% |
$116K - $135K
|
23.6K
$7.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
320+ 50.63% |
$115K - $133K
|
952
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
320+ 15.92% |
$115K - $133K
|
2.33K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
318+ 31.64% |
$115K - $133K
|
1.32K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.95% |
$115K - $133K
|
8.36K
$2.78M
|