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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
152+ 3.99% |
$54.8K - $63.4K
|
3.96K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
152New |
$54.8K - $63.4K
|
152
$50.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
151+ 9.23% |
$54.4K - $62.9K
|
1.79K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.89% |
$54.1K - $62.5K
|
5.35K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
150+ 12.06% |
$54.1K - $62.5K
|
1.39K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
150+ 0.19% |
$54.1K - $62.5K
|
81.1K
$26.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
146+ 0.91% |
$52.6K - $60.9K
|
16.2K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
145+ 4.12% |
$52.3K - $60.4K
|
3.66K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 34.37% |
$51.9K - $60K
|
563
$187K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
144+ 4.0% |
$51.9K - $60K
|
3.74K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
144+ 5.26% |
$51.9K - $60K
|
2.88K
$956K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
144+ 2.47% |
$51.9K - $60K
|
5.97K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
144+ 1.77% |
$51.9K - $60K
|
8.27K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
142+ 11.71% |
$51.2K - $59.2K
|
1.36K
$450K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
141+ 1.88% |
$50.8K - $58.8K
|
7.63K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
141+ 1.09% |
$50.8K - $58.8K
|
13.1K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
140New |
$50.5K - $58.4K
|
140
$46.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
138New |
$49.7K - $57.5K
|
138
$45.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
137+ 4.96% |
$49.4K - $57.1K
|
2.9K
$963K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
137+ 1.53% |
$49.4K - $57.1K
|
9.1K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
136+ 5.82% |
$49K - $56.7K
|
2.47K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
136+ 0.71% |
$49K - $56.7K
|
19.4K
$6.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
135+ 11.28% |
$48.6K - $56.3K
|
1.33K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
135+ 7.05% |
$48.6K - $56.3K
|
2.05K
$681K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 81.71% |
$48.3K - $55.9K
|
298
$98.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
134+ 2.32% |
$48.3K - $55.9K
|
5.92K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
133+ 0.54% |
$47.9K - $55.4K
|
24.8K
$8.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
132+ 7.48% |
$47.6K - $55K
|
1.9K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
131+ 2.03% |
$47.2K - $54.6K
|
6.58K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
130+ 0.87% |
$46.8K - $54.2K
|
15K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
130New |
$46.8K - $54.2K
|
130
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
129+ 21.98% |
$46.5K - $53.8K
|
716
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
128+ 0.56% |
$46.1K - $53.4K
|
23K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
127+ 12.57% |
$45.8K - $52.9K
|
1.14K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
127New |
$45.8K - $52.9K
|
127
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
126+ 2.3% |
$45.4K - $52.5K
|
5.62K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
125+ 1.5% |
$45K - $52.1K
|
8.49K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 5.02% |
$45K - $52.1K
|
2.62K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
125+ 3.89% |
$45K - $52.1K
|
3.34K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
123+ 1.86% |
$44.3K - $51.3K
|
6.75K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
122+ 14.79% |
$44K - $50.9K
|
947
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
122+ 6.0% |
$44K - $50.9K
|
2.16K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
121+ 6.53% |
$43.6K - $50.4K
|
1.97K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$43.2K - $50K
|
120
$39.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
120+ 6.67% |
$43.2K - $50K
|
1.92K
$638K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
118+ 12.22% |
$42.5K - $49.2K
|
1.08K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 2.02% |
$42.2K - $48.8K
|
5.92K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
116+ 10.04% |
$41.8K - $48.4K
|
1.27K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116+ 1.86% |
$41.8K - $48.4K
|
6.36K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
115+ 2.71% |
$41.4K - $47.9K
|
4.36K
$1.45M
|