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 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
315+ 1.5% |
$114K - $131K
|
21.3K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
314+ 41.53% |
$113K - $131K
|
1.07K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
313+ 626.0% |
$113K - $130K
|
363
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
310+ 6.68% |
$112K - $129K
|
4.95K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 0.74% |
$112K - $129K
|
42.1K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
310+ 3.36% |
$112K - $129K
|
9.54K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
310+ 3.5% |
$112K - $129K
|
9.16K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
309+ 5.04% |
$111K - $129K
|
6.44K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
308+ 1.86% |
$111K - $128K
|
16.9K
$5.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
308+ 17.76% |
$111K - $128K
|
2.04K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
308New |
$111K - $128K
|
308
$102K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
307+ 7.69% |
$111K - $128K
|
4.3K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 8.18% |
$110K - $127K
|
4.03K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
304New |
$110K - $127K
|
304
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
301+ 4.36% |
$108K - $125K
|
7.2K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
300+ 14.87% |
$108K - $125K
|
2.32K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
300+ 29.41% |
$108K - $125K
|
1.32K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 9.09% |
$108K - $125K
|
3.6K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$108K - $125K
|
300
$99.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300+ 9.49% |
$108K - $125K
|
3.46K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
299+ 50.08% |
$108K - $125K
|
896
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
295+ 25.11% |
$106K - $123K
|
1.47K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
295+ 2.07% |
$106K - $123K
|
14.5K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 4.09% |
$105K - $121K
|
7.41K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
290+ 1.74% |
$105K - $121K
|
16.9K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
290+ 2.81% |
$105K - $121K
|
10.6K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
289+ 4.95% |
$104K - $120K
|
6.12K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
287+ 6.39% |
$103K - $120K
|
4.78K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
286+ 19.72% |
$103K - $119K
|
1.74K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
285+ 16.79% |
$103K - $119K
|
1.98K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
281+ 24.18% |
$101K - $117K
|
1.44K
$479K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
278New |
$100K - $116K
|
278
$92.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
277+ 2.59% |
$99.8K - $115K
|
11K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
276+ 13.06% |
$99.5K - $115K
|
2.39K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
276+ 2.05% |
$99.5K - $115K
|
13.7K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
274+ 1.72% |
$98.7K - $114K
|
16.2K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
273+ 3.95% |
$98.4K - $114K
|
7.18K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
271+ 27.79% |
$97.7K - $113K
|
1.25K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
270+ 22.33% |
$97.3K - $113K
|
1.48K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
269+ 43.25% |
$96.9K - $112K
|
891
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
268+ 2.17% |
$96.6K - $112K
|
12.6K
$4.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
266+ 5.72% |
$95.9K - $111K
|
4.92K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
265+ 9.83% |
$95.5K - $110K
|
2.96K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
261+ 12.67% |
$94.1K - $109K
|
2.32K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
260+ 3.94% |
$93.7K - $108K
|
6.86K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
259+ 13.7% |
$93.3K - $108K
|
2.15K
$714K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
258+ 11.8% |
$93K - $108K
|
2.45K
$812K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
258+ 7.66% |
$93K - $108K
|
3.63K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
256New |
$92.3K - $107K
|
256
$85K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
254+ 3.64% |
$91.5K - $106K
|
7.24K
$2.4M
|