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
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
67+ 1.15% |
$24.1K - $27.9K
|
5.9K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
67+ 0.63% |
$24.1K - $27.9K
|
10.8K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
66+ 0.61% |
$23.8K - $27.5K
|
10.9K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
65+ 130.0% |
$23.4K - $27.1K
|
115
$38.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 8.83% |
$23.4K - $27.1K
|
801
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 0.99% |
$23.4K - $27.1K
|
6.65K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
65+ 3.69% |
$23.4K - $27.1K
|
1.83K
$606K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
65+ 13.0% |
$23.4K - $27.1K
|
565
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
65+ 2.24% |
$23.4K - $27.1K
|
2.97K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
64+ 0.16% |
$23.1K - $26.7K
|
40.7K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
64+ 3.23% |
$23.1K - $26.7K
|
2.04K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
64+ 1.78% |
$23.1K - $26.7K
|
3.66K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
63New |
$22.7K - $26.3K
|
63
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 1.3% |
$22.7K - $26.3K
|
4.92K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
62+ 0.31% |
$22.3K - $25.8K
|
20.2K
$6.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 4.24% |
$21.6K - $25K
|
1.48K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 6.73% |
$21.6K - $25K
|
952
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
59+ 2.06% |
$21.3K - $24.6K
|
2.92K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$21.3K - $24.6K
|
59
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
59+ 2.59% |
$21.3K - $24.6K
|
2.34K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$21.3K - $24.6K
|
59
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.05% |
$20.9K - $24.2K
|
128K
$42.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
58+ 11.01% |
$20.9K - $24.2K
|
585
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
58+ 0.31% |
$20.9K - $24.2K
|
18.6K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
58+ 6.1% |
$20.9K - $24.2K
|
1.01K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
58+ 3.68% |
$20.9K - $24.2K
|
1.63K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 2.63% |
$20.9K - $24.2K
|
2.26K
$752K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 0.44% |
$20.9K - $24.2K
|
13.3K
$4.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57+ 4.88% |
$20.5K - $23.8K
|
1.23K
$407K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 2.4% |
$20.5K - $23.8K
|
2.43K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
57+ 7.34% |
$20.5K - $23.8K
|
834
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
57+ 0.98% |
$20.5K - $23.8K
|
5.9K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.68% |
$19.8K - $22.9K
|
3.33K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
55+ 0.96% |
$19.8K - $22.9K
|
5.8K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 10.21% |
$19.5K - $22.5K
|
583
$194K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
53+ 1.58% |
$19.1K - $22.1K
|
3.4K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
53+ 0.61% |
$19.1K - $22.1K
|
8.76K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
53+ 0.68% |
$19.1K - $22.1K
|
7.88K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
53+ 0.33% |
$19.1K - $22.1K
|
16.2K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
52+ 0.15% |
$18.7K - $21.7K
|
35.4K
$11.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 3.58% |
$18.4K - $21.3K
|
1.47K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 43.59% |
$18.4K - $21.3K
|
168
$55.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
51+ 5.08% |
$18.4K - $21.3K
|
1.05K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
50+ 2.67% |
$18K - $20.8K
|
1.92K
$639K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 5.15% |
$18K - $20.8K
|
1.02K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
50+ 1.23% |
$18K - $20.8K
|
4.11K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 2.29% |
$18K - $20.8K
|
2.23K
$741K
|