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 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$1.08K - $1.25K
|
15
$5.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.56K- 0.82% |
$921K - $1.07M
|
311K
$116M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
700+ 5.01% |
$252K - $292K
|
14.7K
$5.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3- 0.4% |
$1.08K - $1.25K
|
750
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-883- 4.08% |
$318K - $368K
|
20.8K
$7.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-83- 2.6% |
$29.9K - $34.6K
|
3.11K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-180- 1.42% |
$64.9K - $75K
|
12.5K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.84KNew |
$1.74M - $2.02M
|
4.84K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.4K+ 2377.05% |
$4.81M - $5.57M
|
13.9K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.26KNew |
$455K - $526K
|
1.26K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 0.76% |
$24.5K - $28.3K
|
9.01K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.09KNew |
$391K - $452K
|
1.09K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
266+ 5.72% |
$95.9K - $111K
|
4.92K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 1.09% |
$77.5K - $89.6K
|
19.9K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.86K- 27.08% |
$2.11M - $2.44M
|
15.8K
$5.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-250- 0.88% |
$90.1K - $104K
|
28K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.1K- 5.72% |
$9.78M - $11.3M
|
447K
$168M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-6.63K- 2.49% |
$2.39M - $2.76M
|
260K
$97.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.35% |
$288K - $334K
|
23.1K
$8.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
27+ 1.21% |
$9.73K - $11.3K
|
2.26K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 0.66% |
$6.13K - $7.09K
|
2.6K
$976K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.9K- 8.19% |
$685K - $792K
|
21.3K
$7.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.66% |
$3.6K - $4.17K
|
1.52K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.24KNew |
$1.53M - $1.77M
|
4.24K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-128- 2.33% |
$46.1K - $53.4K
|
5.37K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.67% |
$14.8K - $17.1K
|
6.1K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.08K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
629New |
$227K - $262K
|
629
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 0.12% |
$1.8K - $2.08K
|
4.3K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.8K+ 2.64% |
$8.23M - $9.52M
|
888K
$333M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
115+ 9.92% |
$41.4K - $47.9K
|
1.27K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-75- 0.65% |
$27K - $31.3K
|
11.4K
$4.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.75KNew |
$990K - $1.15M
|
2.75K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-21- 0.73% |
$7.57K - $8.75K
|
2.88K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.3K- 69.59% |
$829K - $959K
|
1.01K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.07% |
$10.5K - $12.1K
|
1.43K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.73K+ 11.98% |
$624K - $722K
|
16.2K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-662- 8.57% |
$239K - $276K
|
7.06K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
600New |
$216K - $250K
|
600
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
189+ 1.39% |
$68.1K - $78.8K
|
13.8K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39+ 0.24% |
$14.1K - $16.3K
|
16.4K
$6.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
156+ 4.05% |
$56.2K - $65K
|
4.01K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
363+ 0.66% |
$131K - $151K
|
55.6K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7- 0.1% |
$2.52K - $2.92K
|
7.3K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3- 0.12% |
$1.08K - $1.25K
|
2.55K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
90+ 1.38% |
$32.4K - $37.5K
|
6.61K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.23% |
$1.44K - $1.67K
|
1.73K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
606New |
$218K - $253K
|
606
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.02KNew |
$368K - $425K
|
1.02K
$382K
|