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 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 4.46% |
$10.8K - $12.5K
|
703
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
30+ 2.48% |
$10.8K - $12.5K
|
1.24K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.73% |
$10.8K - $12.5K
|
4.16K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30+ 3.22% |
$10.8K - $12.5K
|
962
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.12% |
$10.5K - $12.1K
|
23.9K
$7.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29+ 5.03% |
$10.5K - $12.1K
|
605
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.07% |
$10.5K - $12.1K
|
1.43K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28+ 4.4% |
$10.1K - $11.7K
|
665
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 0.98% |
$10.1K - $11.7K
|
2.9K
$962K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 6.32% |
$10.1K - $11.7K
|
471
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
27+ 1.87% |
$9.73K - $11.3K
|
1.47K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.62% |
$9.73K - $11.3K
|
4.37K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
27+ 3.25% |
$9.73K - $11.3K
|
857
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27+ 1.21% |
$9.73K - $11.3K
|
2.26K
$749K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 7.58% |
$9.73K - $11.3K
|
383
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
26+ 3.49% |
$9.37K - $10.8K
|
770
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
26+ 0.62% |
$9.37K - $10.8K
|
4.25K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26+ 4.05% |
$9.37K - $10.8K
|
668
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.51% |
$9.01K - $10.4K
|
738
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.41% |
$9.01K - $10.4K
|
1.8K
$597K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 3.77% |
$9.01K - $10.4K
|
688
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25+ 0.23% |
$9.01K - $10.4K
|
11.1K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25+ 0.4% |
$9.01K - $10.4K
|
6.21K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 10.08% |
$9.01K - $10.4K
|
273
$90.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25+ 3.32% |
$9.01K - $10.4K
|
779
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$9.01K - $10.4K
|
25
$8.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 0.81% |
$8.29K - $9.59K
|
2.85K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 1.99% |
$8.29K - $9.59K
|
1.18K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
22+ 4.0% |
$7.93K - $9.17K
|
572
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
22+ 1.46% |
$7.93K - $9.17K
|
1.53K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 1.21% |
$7.93K - $9.17K
|
1.83K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.81% |
$7.93K - $9.17K
|
805
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$7.93K - $9.17K
|
22
$7.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
22+ 2.01% |
$7.93K - $9.17K
|
1.12K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21+ 2.51% |
$7.57K - $8.75K
|
857
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
21+ 1.58% |
$7.57K - $8.75K
|
1.35K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.17% |
$7.57K - $8.75K
|
12.6K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21+ 0.21% |
$7.57K - $8.75K
|
9.87K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
21+ 0.62% |
$7.57K - $8.75K
|
3.43K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 1.96% |
$7.21K - $8.34K
|
1.04K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 1.03% |
$7.21K - $8.34K
|
1.96K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.4% |
$7.21K - $8.34K
|
5.05K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 2.34% |
$7.21K - $8.34K
|
876
$291K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
20+ 3.02% |
$7.21K - $8.34K
|
682
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 1.95% |
$6.85K - $7.92K
|
993
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19+ 1.44% |
$6.85K - $7.92K
|
1.33K
$443K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 2.02% |
$6.85K - $7.92K
|
958
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.65% |
$6.85K - $7.92K
|
2.96K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 2.9% |
$6.85K - $7.92K
|
675
$224K
|