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
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.35KNew |
$1.21M - $1.39M
|
3.35K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 2.85% |
$2.52K - $2.92K
|
239
$89.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.75% |
$3.6K - $4.17K
|
1.34K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 127.96% |
$3.34M - $3.86M
|
16.5K
$6.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.64K+ 44.46% |
$1.31M - $1.52M
|
11.8K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 2.02% |
$9.01K - $10.4K
|
1.21K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-57- 0.97% |
$20.5K - $23.8K
|
5.8K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-381- 1.19% |
$137K - $159K
|
31.6K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
36.1K+ 146.3% |
$13M - $15.1M
|
60.8K
$22.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-226K- 99.69% |
$81.6M - $94.4M
|
702
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
932+ 5.09% |
$336K - $389K
|
19.2K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-751- 12.86% |
$271K - $313K
|
5.09K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.68% |
$19.8K - $22.9K
|
3.33K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7- 0.26% |
$2.52K - $2.92K
|
2.65K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.5% |
$9.01K - $10.4K
|
4.96K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.36K- 3.27% |
$491K - $568K
|
40.3K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 2.91% |
$2.16K - $2.5K
|
212
$79.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
228+ 16.27% |
$82.2K - $95K
|
1.63K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-19- 1.05% |
$6.85K - $7.92K
|
1.78K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.18K- 7.55% |
$423K - $490K
|
14.4K
$5.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$360 - $417
|
1.11K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
268+ 2.17% |
$96.6K - $112K
|
12.6K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-6- 0.46% |
$2.16K - $2.5K
|
1.31K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.02K+ 8.39% |
$369K - $426K
|
13.2K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-554- 2.49% |
$200K - $231K
|
21.7K
$8.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
314+ 41.53% |
$113K - $131K
|
1.07K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
94+ 0.77% |
$33.9K - $39.2K
|
12.3K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
51+ 43.59% |
$18.4K - $21.3K
|
168
$63K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-132- 1.19% |
$47.6K - $55K
|
10.9K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.71K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.18% |
$9.37K - $10.8K
|
2.18K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
13+ 1.04% |
$4.68K - $5.42K
|
1.26K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.53KNew |
$552K - $639K
|
1.53K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
614New |
$221K - $256K
|
614
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.67K- 79.58% |
$963K - $1.11M
|
686
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 22.11% |
$161K - $187K
|
1.58K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$1.08K - $1.25K
|
816
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$751K - $868K
|
2.08K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25+ 0.4% |
$9.01K - $10.4K
|
6.21K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
320+ 50.63% |
$115K - $133K
|
952
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-183- 0.71% |
$65.9K - $76.3K
|
25.7K
$9.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-18- 1.36% |
$6.49K - $7.5K
|
1.31K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-69- 4.47% |
$24.9K - $28.8K
|
1.47K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 4.76% |
$468K - $542K
|
26K
$9.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
500+ 33.94% |
$180K - $208K
|
1.97K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-680- 2.23% |
$245K - $283K
|
29.8K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
84+ 9.59% |
$30.3K - $35K
|
960
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 1.27% |
$64.9K - $75K
|
14.4K
$5.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
224+ 5.07% |
$80.7K - $93.4K
|
4.65K
$1.74M
|