Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14.3K+ 9.41% |
$5.17M - $5.98M
|
167K
$64.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-21- 0.59% |
$7.57K - $8.75K
|
3.53K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$1.08K - $1.25K
|
638
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 1.18% |
$13.7K - $15.8K
|
3.27K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 1.05% |
$3.24K - $3.75K
|
866
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
431+ 25.47% |
$155K - $180K
|
2.12K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-126- 3.9% |
$45.4K - $52.5K
|
3.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
153+ 3.36% |
$55.1K - $63.8K
|
4.71K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 0.47% |
$2.16K - $2.5K
|
1.27K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
242+ 13.93% |
$87.2K - $101K
|
1.98K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
309+ 5.04% |
$111K - $129K
|
6.44K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
307+ 7.69% |
$111K - $128K
|
4.3K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.16% |
$690K - $798K
|
163K
$63M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8+ 0.65% |
$2.88K - $3.34K
|
1.24K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21+ 2.51% |
$7.57K - $8.75K
|
857
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
77+ 334.78% |
$27.7K - $32.1K
|
100
$38.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
228+ 0.59% |
$82.2K - $95K
|
38.6K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
496+ 15.72% |
$179K - $207K
|
3.65K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.05% |
$20.9K - $24.2K
|
128K
$49.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-3- 0.34% |
$1.08K - $1.25K
|
870
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-434- 1.39% |
$156K - $181K
|
30.8K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-307- 3.27% |
$111K - $128K
|
9.09K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
163+ 3.38% |
$58.7K - $68K
|
4.99K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-167- 13.76% |
$60.2K - $69.6K
|
1.05K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 2.99% |
$9.01K - $10.4K
|
810
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-660- 1.59% |
$238K - $275K
|
41K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 2.77% |
$2.6M - $3.01M
|
254K
$97.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 5.89% |
$36K - $41.7K
|
1.6K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-110K- 36.13% |
$39.7M - $45.9M
|
195K
$75.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-12- 0.05% |
$4.32K - $5K
|
26.6K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 17.65% |
$717K - $829K
|
13.3K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
66+ 0.61% |
$23.8K - $27.5K
|
10.9K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-366- 1.63% |
$132K - $153K
|
22.1K
$8.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-148- 1.8% |
$53.3K - $61.7K
|
8.09K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 1.48% |
$5.05K - $5.84K
|
958
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 6.88% |
$469K - $542K
|
17.6K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 8.57% |
$108K - $125K
|
3.19K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-381- 8.73% |
$137K - $159K
|
3.99K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
64+ 3.23% |
$23.1K - $26.7K
|
2.04K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.67K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 2.46% |
$392K - $454K
|
43.2K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101+ 8.24% |
$36.4K - $42.1K
|
1.33K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5+ 0.66% |
$1.8K - $2.08K
|
760
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 6.84% |
$519K - $601K
|
22.5K
$8.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-215- 21.35% |
$77.5K - $89.6K
|
792
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 65.63% |
$9.54M - $11M
|
13.9K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
15New |
$5.41K - $6.25K
|
15
$5.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
773New |
$279K - $322K
|
773
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-358- 14.54% |
$129K - $149K
|
2.1K
$812K
|