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 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
48+ 5.8% |
$17.3K - $20K
|
875
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
48+ 8.89% |
$17.3K - $20K
|
588
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
48+ 14.55% |
$17.3K - $20K
|
378
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
46+ 5.81% |
$16.6K - $19.2K
|
838
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
45+ 3.79% |
$16.2K - $18.8K
|
1.23K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.74% |
$16.2K - $18.8K
|
6.16K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
44+ 1.53% |
$15.9K - $18.3K
|
2.92K
$971K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
43+ 4.8% |
$15.5K - $17.9K
|
939
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 6.16% |
$15.5K - $17.9K
|
741
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
43+ 1.12% |
$15.5K - $17.9K
|
3.89K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
42+ 4.62% |
$15.1K - $17.5K
|
951
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
42+ 6.76% |
$15.1K - $17.5K
|
663
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
42+ 0.28% |
$15.1K - $17.5K
|
14.9K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
42+ 3.3% |
$15.1K - $17.5K
|
1.32K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
42+ 2.81% |
$15.1K - $17.5K
|
1.54K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
42New |
$15.1K - $17.5K
|
42
$13.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 1.15% |
$15.1K - $17.5K
|
3.71K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
41+ 0.89% |
$14.8K - $17.1K
|
4.66K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
40New |
$14.4K - $16.7K
|
40
$13.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
40+ 2.57% |
$14.4K - $16.7K
|
1.6K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
40+ 0.35% |
$14.4K - $16.7K
|
11.6K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
40+ 0.52% |
$14.4K - $16.7K
|
7.67K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
40+ 3.57% |
$14.4K - $16.7K
|
1.16K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
40+ 7.04% |
$14.4K - $16.7K
|
608
$202K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
40+ 2.33% |
$14.4K - $16.7K
|
1.76K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.25% |
$14.1K - $16.3K
|
512
$170K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 0.24% |
$14.1K - $16.3K
|
16.4K
$5.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 1.18% |
$13.7K - $15.8K
|
3.27K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
38+ 0.7% |
$13.7K - $15.8K
|
5.5K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.72% |
$13K - $15K
|
2.13K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
36+ 2.56% |
$13K - $15K
|
1.44K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
36+ 1.74% |
$13K - $15K
|
2.1K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 21.3% |
$13K - $15K
|
205
$68.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 1.34% |
$12.6K - $14.6K
|
2.64K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.93% |
$12.6K - $14.6K
|
3.81K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 2.75% |
$12.6K - $14.6K
|
1.31K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.32% |
$12.6K - $14.6K
|
846
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
34+ 2.72% |
$12.3K - $14.2K
|
1.28K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.86% |
$12.3K - $14.2K
|
3.97K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 126.92% |
$11.9K - $13.8K
|
59
$19.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
33New |
$11.9K - $13.8K
|
33
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.3% |
$11.5K - $13.3K
|
10.8K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
32New |
$11.5K - $13.3K
|
32
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 2.06% |
$11.2K - $12.9K
|
1.53K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
31+ 0.46% |
$11.2K - $12.9K
|
6.75K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31+ 20.26% |
$11.2K - $12.9K
|
184
$61.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
31+ 0.78% |
$11.2K - $12.9K
|
4.01K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.31% |
$10.8K - $12.5K
|
9.63K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$616K
|