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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 67.69% |
$13.9K - $17.2K
|
109
$42.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$755K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.27% |
$634 - $782
|
160
$61.8K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-119- 1.99% |
$37.7K - $46.5K
|
5.85K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-67- 7.31% |
$21.2K - $26.2K
|
849
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-11- 0.4% |
$3.48K - $4.3K
|
2.75K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.86K- 2.9% |
$907K - $1.12M
|
95.9K
$37M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
305+ 17.69% |
$96.6K - $119K
|
2.03K
$783K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.1K+ 11.01% |
$3.19M - $3.94M
|
102K
$39.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
82+ 3.0% |
$26K - $32.1K
|
2.81K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 1.13% |
$4.44K - $5.48K
|
1.22K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-360- 7.09% |
$114K - $141K
|
4.72K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-95- 4.9% |
$30.1K - $37.2K
|
1.84K
$712K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
1.94K
$749K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-95- 11.03% |
$30.1K - $37.2K
|
766
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 3.32% |
$22.5K - $27.8K
|
2.21K
$852K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 5.37% |
$65.3K - $80.6K
|
4.04K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.7% |
$317 - $391
|
143
$55.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
159+ 7.09% |
$50.4K - $62.2K
|
2.4K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.77K+ 78.23% |
$877K - $1.08M
|
6.3K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
551New |
$175K - $216K
|
551
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-68- 2.01% |
$21.5K - $26.6K
|
3.31K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
595New |
$188K - $233K
|
595
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
118K+ 13.06% |
$37.4M - $46.2M
|
1.02M
$395M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.61% |
$317 - $391
|
165
$63.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.66K+ 6.76% |
$2.43M - $2.99M
|
121K
$46.7M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-122- 2.88% |
$38.6K - $47.7K
|
4.12K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.02K- 1.81% |
$323K - $399K
|
55.3K
$21.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-22- 0.85% |
$6.97K - $8.6K
|
2.56K
$987K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76.3K+ 140.06% |
$24.2M - $29.8M
|
131K
$50.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 0.57% |
$342K - $422K
|
189K
$73.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
99+ 0.93% |
$31.4K - $38.7K
|
10.7K
$4.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-126- 4.15% |
$39.9K - $49.3K
|
2.91K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-42.1K- 7.01% |
$13.3M - $16.5M
|
559K
$216M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
136+ 14.75% |
$43.1K - $53.2K
|
1.06K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-36- 0.55% |
$11.4K - $14.1K
|
6.53K
$2.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-778- 8.77% |
$246K - $304K
|
8.09K
$3.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
579New |
$183K - $226K
|
579
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
77+ 8.25% |
$24.4K - $30.1K
|
1.01K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
34+ 1.65% |
$10.8K - $13.3K
|
2.09K
$807K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.37K+ 26.07% |
$750K - $926K
|
11.4K
$4.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-700- 6.6% |
$222K - $274K
|
9.9K
$3.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
162+ 2.88% |
$51.3K - $63.4K
|
5.78K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 13.93% |
$664K - $819K
|
17.1K
$6.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
527New |
$167K - $206K
|
527
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-12- 1.07% |
$3.8K - $4.69K
|
1.11K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 0.41% |
$14.6K - $18K
|
11.2K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.46K+ 1.62% |
$462K - $571K
|
91.5K
$35.3M
|