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 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
16.1K+ 5.84% |
$5.82M - $6.73M
|
292K
$97.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.1K+ 8.09% |
$5.81M - $6.72M
|
215K
$71.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
15.7KNew |
$5.64M - $6.53M
|
15.7K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15.6K+ 16.25% |
$5.62M - $6.5M
|
112K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 19.29% |
$5.6M - $6.48M
|
96.1K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
14.9KNew |
$5.38M - $6.22M
|
14.9K
$4.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 38.06% |
$5.32M - $6.15M
|
53.5K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.4KNew |
$5.19M - $6M
|
14.4K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.3K+ 9.41% |
$5.17M - $5.98M
|
167K
$55.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
14.3K+ 45.53% |
$5.16M - $5.97M
|
45.8K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.2K+ 5.11% |
$5.13M - $5.93M
|
293K
$97.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
14.2K+ 2.06% |
$5.12M - $5.92M
|
702K
$233M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$5.11M - $5.92M
|
14.2K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
14K+ 2098.95% |
$5.05M - $5.84M
|
14.7K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 6.03% |
$4.95M - $5.73M
|
242K
$80.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.6K+ 706.32% |
$4.91M - $5.68M
|
15.6K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.4K+ 2377.05% |
$4.81M - $5.57M
|
13.9K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
13.3KNew |
$4.8M - $5.56M
|
13.3K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
13.3KNew |
$4.79M - $5.54M
|
13.3K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13.3KNew |
$4.78M - $5.52M
|
13.3K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$4.74M - $5.49M
|
13.2K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.2K+ 498.6% |
$4.74M - $5.49M
|
15.8K
$5.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.8K+ 39.27% |
$4.6M - $5.32M
|
45.2K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
12.4KNew |
$4.47M - $5.17M
|
12.4K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.4K+ 27.71% |
$4.46M - $5.16M
|
57.1K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
12.3KNew |
$4.44M - $5.13M
|
12.3K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
11.3K+ 13.79% |
$4.05M - $4.69M
|
92.9K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
11.2KNew |
$4.03M - $4.66M
|
11.2K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11K+ 2.28% |
$3.96M - $4.58M
|
492K
$163M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.6K+ 495.01% |
$3.82M - $4.42M
|
12.8K
$4.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.2K+ 1.63% |
$3.68M - $4.26M
|
636K
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$3.68M - $4.25M
|
10.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
10.1K+ 50.6% |
$3.65M - $4.22M
|
30.1K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
10K+ 8.38% |
$3.61M - $4.18M
|
130K
$43M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
10KNew |
$3.61M - $4.18M
|
10K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
9.57K+ 40.31% |
$3.45M - $3.99M
|
33.3K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.56K+ 71.82% |
$3.44M - $3.98M
|
22.9K
$7.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 127.96% |
$3.34M - $3.86M
|
16.5K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.21K+ 0.31% |
$3.32M - $3.84M
|
2.99M
$993M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9.13KNew |
$3.29M - $3.8M
|
9.13K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.96K+ 894.11% |
$3.23M - $3.73M
|
9.96K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.93K+ 14.96% |
$3.22M - $3.72M
|
68.6K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
8.93KNew |
$3.22M - $3.72M
|
8.93K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.69K+ 3.23% |
$3.13M - $3.62M
|
277K
$92.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
8.63K+ 8.98% |
$3.11M - $3.6M
|
105K
$34.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.58K+ 7.36% |
$3.09M - $3.57M
|
125K
$41.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.5KNew |
$3.06M - $3.54M
|
8.5K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
8.44KNew |
$3.04M - $3.52M
|
8.44K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.24K+ 17.77% |
$2.97M - $3.43M
|
54.6K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.18K+ 56.96% |
$2.95M - $3.41M
|
22.5K
$7.48M
|