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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
115+ 6.94% |
$41.4K - $47.9K
|
1.77K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
115+ 9.92% |
$41.4K - $47.9K
|
1.27K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
115+ 0.69% |
$41.4K - $47.9K
|
16.7K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
115+ 5.88% |
$41.4K - $47.9K
|
2.07K
$687K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
114+ 10.45% |
$41.1K - $47.5K
|
1.21K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
113+ 19.22% |
$40.7K - $47.1K
|
701
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
113+ 6.69% |
$40.7K - $47.1K
|
1.8K
$598K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
112+ 4.39% |
$40.4K - $46.7K
|
2.66K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 16.28% |
$40K - $46.3K
|
793
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
110+ 1.9% |
$39.6K - $45.9K
|
5.89K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
109+ 0.61% |
$39.3K - $45.4K
|
17.9K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
109+ 4.49% |
$39.3K - $45.4K
|
2.54K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
109+ 0.57% |
$39.3K - $45.4K
|
19.2K
$6.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
108+ 6.83% |
$38.9K - $45K
|
1.69K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
106+ 9.62% |
$38.2K - $44.2K
|
1.21K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
106+ 13.49% |
$38.2K - $44.2K
|
892
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
106+ 2.41% |
$38.2K - $44.2K
|
4.51K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
106+ 9.25% |
$38.2K - $44.2K
|
1.25K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
105+ 3.3% |
$37.8K - $43.8K
|
3.29K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.15% |
$37.8K - $43.8K
|
9.22K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
104+ 12.31% |
$37.5K - $43.4K
|
949
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
104+ 2.76% |
$37.5K - $43.4K
|
3.87K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
103+ 8.85% |
$37.1K - $42.9K
|
1.27K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
102+ 6.88% |
$36.8K - $42.5K
|
1.59K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101+ 8.24% |
$36.4K - $42.1K
|
1.33K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
100+ 4.28% |
$36K - $41.7K
|
2.44K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 10.0% |
$36K - $41.7K
|
1.1K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
100+ 2.62% |
$36K - $41.7K
|
3.92K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
99+ 5.23% |
$35.7K - $41.3K
|
1.99K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
99New |
$35.7K - $41.3K
|
99
$32.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99+ 9.4% |
$35.7K - $41.3K
|
1.15K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
99New |
$35.7K - $41.3K
|
99
$32.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
97+ 0.42% |
$35K - $40.4K
|
23.3K
$7.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
97+ 9.56% |
$35K - $40.4K
|
1.11K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
97+ 2.24% |
$35K - $40.4K
|
4.43K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
97New |
$35K - $40.4K
|
97
$32.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
96New |
$34.6K - $40K
|
96
$31.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
96+ 96.0% |
$34.6K - $40K
|
196
$65.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
95+ 3.63% |
$34.2K - $39.6K
|
2.71K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.77% |
$33.9K - $39.2K
|
12.3K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
94+ 15.14% |
$33.9K - $39.2K
|
715
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
93+ 16.55% |
$33.5K - $38.8K
|
655
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
92+ 9.55% |
$33.2K - $38.4K
|
1.06K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
92+ 0.57% |
$33.2K - $38.4K
|
16.1K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
91+ 15.91% |
$32.8K - $37.9K
|
663
$220K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
91New |
$32.8K - $37.9K
|
91
$30.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
90+ 1.38% |
$32.4K - $37.5K
|
6.61K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
90+ 1.57% |
$32.4K - $37.5K
|
5.81K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
89+ 7.09% |
$32.1K - $37.1K
|
1.34K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
88+ 6.72% |
$31.7K - $36.7K
|
1.4K
$464K
|