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 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
5.18K+ 14.92% |
$1.87M - $2.16M
|
39.9K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.18K+ 5.62% |
$1.87M - $2.16M
|
97.3K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
5.15KNew |
$1.86M - $2.15M
|
5.15K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
5.11K+ 5.57% |
$1.84M - $2.13M
|
96.8K
$32.1M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
5.11KNew |
$1.84M - $2.13M
|
5.11K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.05KNew |
$1.82M - $2.1M
|
5.05K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
5.04KNew |
$1.82M - $2.1M
|
5.04K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
4.98K+ 2.02% |
$1.79M - $2.07M
|
251K
$83.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.97K+ 102.82% |
$1.79M - $2.07M
|
9.79K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.91K+ 15.26% |
$1.77M - $2.05M
|
37.1K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.89K+ 12.02% |
$1.76M - $2.04M
|
45.5K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
4.88KNew |
$1.76M - $2.03M
|
4.88K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.84KNew |
$1.74M - $2.02M
|
4.84K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.81K+ 5.95% |
$1.73M - $2.01M
|
85.7K
$28.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.81KNew |
$1.73M - $2.01M
|
4.81K
$1.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.75K+ 52.59% |
$1.71M - $1.98M
|
13.8K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.74K+ 89.21% |
$1.71M - $1.98M
|
10.1K
$3.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.74K+ 30.68% |
$1.71M - $1.97M
|
20.2K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4.73KNew |
$1.7M - $1.97M
|
4.73K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.7K+ 8.42% |
$1.69M - $1.96M
|
60.5K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.66KNew |
$1.68M - $1.94M
|
4.66K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.64K+ 14.21% |
$1.67M - $1.94M
|
37.3K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.6K+ 8.62% |
$1.66M - $1.92M
|
57.9K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.41K+ 211.2% |
$1.59M - $1.84M
|
6.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.36K+ 1.03% |
$1.57M - $1.82M
|
428K
$142M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.33K+ 49.36% |
$1.56M - $1.8M
|
13.1K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.32K+ 2.99% |
$1.56M - $1.8M
|
149K
$49.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.31K+ 1133.68% |
$1.55M - $1.8M
|
4.69K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.25K+ 3.51% |
$1.53M - $1.77M
|
125K
$41.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.24KNew |
$1.53M - $1.77M
|
4.24K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.22KNew |
$1.52M - $1.76M
|
4.22K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.18K+ 489.57% |
$1.5M - $1.74M
|
5.03K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.17K+ 9.07% |
$1.5M - $1.74M
|
50.1K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.09K+ 93.4% |
$1.47M - $1.7M
|
8.47K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.04K+ 11.72% |
$1.45M - $1.68M
|
38.5K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4K+ 39.92% |
$1.44M - $1.67M
|
14K
$4.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 17.96% |
$1.41M - $1.63M
|
25.7K
$8.55M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.84KNew |
$1.38M - $1.6M
|
3.84K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.83K+ 14.02% |
$1.38M - $1.6M
|
31.2K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.75KNew |
$1.35M - $1.56M
|
3.75K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.64K+ 44.46% |
$1.31M - $1.52M
|
11.8K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.63KNew |
$1.31M - $1.51M
|
3.63K
$1.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.61K+ 76.35% |
$1.3M - $1.5M
|
8.34K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.6KNew |
$1.3M - $1.5M
|
3.6K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.58KNew |
$1.29M - $1.49M
|
3.58K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.57K+ 19.72% |
$1.29M - $1.49M
|
21.6K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.54K+ 43.87% |
$1.28M - $1.48M
|
11.6K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 25.04% |
$1.27M - $1.46M
|
17.5K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.45K+ 24.46% |
$1.24M - $1.44M
|
17.6K
$5.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$1.24M - $1.44M
|
3.44K
$1.14M
|