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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.07K- 14.64% |
$972K - $1.2M
|
17.9K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.16% |
$317 - $391
|
629
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
509+ 8.72% |
$161K - $199K
|
6.35K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.05KNew |
$331K - $409K
|
1.05K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33.7K+ 25.72% |
$10.7M - $13.2M
|
165K
$63.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.28% |
$950 - $1.17K
|
1.06K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-771- 12.9% |
$244K - $302K
|
5.21K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
154K+ 42.19% |
$48.9M - $60.4M
|
520K
$201M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.41K+ 3.1% |
$2.03M - $2.51M
|
213K
$82.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-823- 2.25% |
$261K - $322K
|
35.8K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.4KNew |
$1.71M - $2.11M
|
5.4K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.67KNew |
$1.16M - $1.44M
|
3.67K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.4K+ 2.07% |
$760K - $939K
|
118K
$45.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.25KNew |
$1.66M - $2.05M
|
5.25K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
125+ 2.26% |
$39.6K - $48.9K
|
5.65K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.69K+ 8.62% |
$1.17M - $1.44M
|
46.5K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.28K- 4.18% |
$405K - $499K
|
29.2K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 0.26% |
$5.39K - $6.65K
|
6.62K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-196- 1.26% |
$62.1K - $76.7K
|
15.4K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-700- 0.69% |
$222K - $274K
|
100K
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
452+ 5.56% |
$143K - $177K
|
8.59K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-21.2K- 78.28% |
$6.73M - $8.31M
|
5.89K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 5.41% |
$3.9M - $4.82M
|
215K
$83.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-38.9K- 5.84% |
$12.3M - $15.2M
|
627K
$242M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-272- 24.24% |
$86.2K - $106K
|
850
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.95K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.11K+ 120.35% |
$667K - $823K
|
3.85K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-57- 2.13% |
$18.1K - $22.3K
|
2.61K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.09% |
$2.85K - $3.52K
|
9.83K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 3.22% |
$47.5K - $58.7K
|
4.5K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.14K+ 31.08% |
$995K - $1.23M
|
13.3K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 38.6% |
$1.1M - $1.35M
|
5.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
225+ 7.53% |
$71.3K - $88K
|
3.21K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10- 0.06% |
$3.17K - $3.91K
|
16.1K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
29+ 1.34% |
$9.19K - $11.3K
|
2.2K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
76+ 0.96% |
$24.1K - $29.7K
|
8.03K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.88% |
$19.3K - $23.9K
|
2.18K
$842K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-165- 1.13% |
$52.3K - $64.5K
|
14.4K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26K- 2.8% |
$715K - $883K
|
78.2K
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-316- 15.76% |
$100K - $124K
|
1.69K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.74K+ 26.93% |
$552K - $682K
|
8.22K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.66K+ 91.05% |
$526K - $649K
|
3.48K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 3.96% |
$12K - $14.9K
|
998
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-119- 2.78% |
$37.7K - $46.5K
|
4.16K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.6K+ 2.8% |
$7.79M - $9.61M
|
901K
$348M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.58K- 2.67% |
$501K - $619K
|
57.7K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 12.0% |
$782K - $966K
|
23K
$8.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-40.5K- 8.73% |
$12.8M - $15.8M
|
423K
$163M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.87KNew |
$909K - $1.12M
|
2.87K
$1.11M
|