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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
88+ 8.43% |
$31.7K - $36.7K
|
1.13K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
88+ 0.95% |
$31.7K - $36.7K
|
9.32K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 3.63% |
$31.7K - $36.7K
|
2.51K
$834K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
87+ 3.12% |
$31.4K - $36.3K
|
2.87K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
87+ 3.51% |
$31.4K - $36.3K
|
2.57K
$852K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
86+ 2.66% |
$31K - $35.9K
|
3.32K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
86+ 0.2% |
$31K - $35.9K
|
42.2K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
86+ 9.49% |
$31K - $35.9K
|
992
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
86+ 10.4% |
$31K - $35.9K
|
913
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
86New |
$31K - $35.9K
|
86
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
86+ 0.92% |
$31K - $35.9K
|
9.43K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 1.88% |
$30.6K - $35.4K
|
4.6K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
84+ 9.59% |
$30.3K - $35K
|
960
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84+ 0.88% |
$30.3K - $35K
|
9.66K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
83+ 7.42% |
$29.9K - $34.6K
|
1.2K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
82+ 14.56% |
$29.6K - $34.2K
|
645
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
82+ 3.73% |
$29.6K - $34.2K
|
2.28K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82+ 6.15% |
$29.6K - $34.2K
|
1.42K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
82+ 5.11% |
$29.6K - $34.2K
|
1.69K
$560K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
81+ 3.53% |
$29.2K - $33.8K
|
2.37K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 1.37% |
$29.2K - $33.8K
|
5.98K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
81+ 0.51% |
$29.2K - $33.8K
|
16K
$5.32M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
79+ 0.66% |
$28.5K - $32.9K
|
12.1K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
79+ 1.16% |
$28.5K - $32.9K
|
6.87K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
79+ 71.82% |
$28.5K - $32.9K
|
189
$62.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
78+ 9.43% |
$28.1K - $32.5K
|
905
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
78+ 1.58% |
$28.1K - $32.5K
|
5.03K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
78+ 9.19% |
$28.1K - $32.5K
|
927
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
78+ 0.11% |
$28.1K - $32.5K
|
70.1K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 9.23% |
$28.1K - $32.5K
|
923
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
77+ 334.78% |
$27.7K - $32.1K
|
100
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
77+ 5.95% |
$27.7K - $32.1K
|
1.37K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 49.36% |
$27.7K - $32.1K
|
233
$77.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75+ 3.45% |
$27K - $31.3K
|
2.25K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
75+ 0.79% |
$27K - $31.3K
|
9.54K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.85% |
$27K - $31.3K
|
4.12K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
75New |
$27K - $31.3K
|
75
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$26.7K - $30.8K
|
74
$24.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
74+ 6.92% |
$26.7K - $30.8K
|
1.14K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.22% |
$26.7K - $30.8K
|
3.41K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
73+ 6.2% |
$26.3K - $30.4K
|
1.25K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
73+ 1.26% |
$26.3K - $30.4K
|
5.88K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
73New |
$26.3K - $30.4K
|
73
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
72+ 6.42% |
$25.9K - $30K
|
1.19K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
72+ 4.65% |
$25.9K - $30K
|
1.62K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 3.42% |
$25.6K - $29.6K
|
2.15K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 0.91% |
$25.2K - $29.2K
|
7.74K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
68+ 5.11% |
$24.5K - $28.3K
|
1.4K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 0.76% |
$24.5K - $28.3K
|
9.01K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
68+ 0.69% |
$24.5K - $28.3K
|
9.89K
$3.28M
|