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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$874K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$14.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$33K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 2.55% |
$11.8K - $14.7K
|
1.45K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.03K
$670K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
300+ 26.67% |
$98K - $122K
|
1.43K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
652+ 5.98% |
$213K - $266K
|
11.5K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
167+ 1.46% |
$54.6K - $68.1K
|
11.6K
$3.84M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
82+ 6.25% |
$26.8K - $33.4K
|
1.39K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 1.14% |
$8.17K - $10.2K
|
2.22K
$733K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$435K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.25% |
$654 - $815
|
787
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-260- 7.12% |
$85K - $106K
|
3.39K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 38.83% |
$294K - $367K
|
3.22K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.69% |
$32K - $39.9K
|
5.71K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$12.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
73+ 4.41% |
$23.9K - $29.8K
|
1.73K
$570K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19- 0.85% |
$6.21K - $7.74K
|
2.23K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
123+ 1.28% |
$40.2K - $50.1K
|
9.76K
$3.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$655K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
167+ 19.28% |
$54.6K - $68.1K
|
1.03K
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$327 - $408
|
41
$13.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
282+ 22.54% |
$92.1K - $115K
|
1.53K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.51KNew |
$1.8M - $2.25M
|
5.51K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.24K- 2.23% |
$406K - $506K
|
54.4K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$869K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 1.97% |
$13.7K - $17.1K
|
2.17K
$716K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
386+ 0.25% |
$126K - $157K
|
157K
$51.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$3.57M - $4.46M
|
10.9K
$3.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
78+ 2.25% |
$25.5K - $31.8K
|
3.55K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-85- 3.39% |
$27.8K - $34.6K
|
2.43K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-135- 24.32% |
$44.1K - $55K
|
420
$139K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-45- 0.32% |
$14.7K - $18.3K
|
13.8K
$4.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-889- 13.2% |
$290K - $362K
|
5.85K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$654 - $815
|
1.16K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-404- 13.23% |
$132K - $165K
|
2.65K
$874K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-259- 4.21% |
$84.6K - $106K
|
5.89K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 15.38% |
$654 - $815
|
15
$4.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
51+ 4.14% |
$16.7K - $20.8K
|
1.28K
$423K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 18.18% |
$1.31K - $1.63K
|
26
$8.57K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
79+ 9.6% |
$25.8K - $32.2K
|
902
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
173+ 2.7% |
$56.5K - $70.5K
|
6.59K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
201+ 3.01% |
$65.7K - $81.9K
|
6.87K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
75+ 0.43% |
$24.5K - $30.6K
|
17.4K
$5.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
81+ 5.87% |
$26.5K - $33K
|
1.46K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-21.1K- 25.12% |
$6.91M - $8.62M
|
63.1K
$20.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-190- 6.91% |
$62.1K - $77.4K
|
2.56K
$845K
|