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 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 6.47% |
$21.6K - $25K
|
867
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-6- 0.05% |
$2.16K - $2.5K
|
13.2K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
89+ 7.09% |
$32.1K - $37.1K
|
1.34K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
856+ 60.37% |
$308K - $357K
|
2.27K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-41- 1.69% |
$14.8K - $17.1K
|
2.39K
$895K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-828- 19.93% |
$298K - $345K
|
3.33K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.64K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 49.36% |
$27.7K - $32.1K
|
233
$87.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.61% |
$3.6K - $4.17K
|
1.64K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2K+ 400.0% |
$721K - $834K
|
2.5K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.73K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-438- 4.0% |
$158K - $183K
|
10.5K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-18.2K- 15.59% |
$6.54M - $7.57M
|
98.3K
$36.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.66K- 38.85% |
$599K - $692K
|
2.61K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-142- 5.75% |
$51.2K - $59.2K
|
2.33K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
104+ 12.31% |
$37.5K - $43.4K
|
949
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
110+ 1.9% |
$39.6K - $45.9K
|
5.89K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
827New |
$298K - $345K
|
827
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-577- 4.92% |
$208K - $241K
|
11.2K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.11% |
$721 - $834
|
1.83K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11+ 0.55% |
$3.96K - $4.59K
|
2K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 1.21% |
$7.93K - $9.17K
|
1.83K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76K+ 12.1% |
$996K - $1.15M
|
25.6K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.66K+ 1.11% |
$599K - $693K
|
151K
$56.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-196- 1.74% |
$70.6K - $81.7K
|
11K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-12- 1.82% |
$4.32K - $5K
|
647
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 2.31% |
$11.2K - $12.9K
|
1.31K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
67+ 1.15% |
$24.1K - $27.9K
|
5.9K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
645+ 89.58% |
$232K - $269K
|
1.37K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-43- 2.75% |
$15.5K - $17.9K
|
1.52K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 4.44% |
$39.3K - $45.4K
|
2.35K
$879K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
394+ 30.15% |
$142K - $164K
|
1.7K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-186- 0.69% |
$67K - $77.5K
|
26.8K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.3K+ 6.17% |
$470K - $543K
|
22.4K
$8.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
34+ 0.86% |
$12.3K - $14.2K
|
3.97K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-242- 1.37% |
$87.2K - $101K
|
17.5K
$6.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.1K- 43.12% |
$7.97M - $9.22M
|
29.2K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.85% |
$27K - $31.3K
|
4.12K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 0.54% |
$10.1K - $11.7K
|
5.19K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.04K- 1.82% |
$373K - $432K
|
55.8K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
896+ 4.65% |
$323K - $374K
|
20.2K
$7.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
68+ 5.11% |
$24.5K - $28.3K
|
1.4K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 50.0% |
$1.03M - $1.19M
|
2.86K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
396+ 1.07% |
$143K - $165K
|
37.4K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-192- 0.21% |
$69.2K - $80K
|
91.3K
$34.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
16+ 1.84% |
$5.77K - $6.67K
|
884
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
916+ 13.27% |
$330K - $382K
|
7.82K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
363+ 17.2% |
$131K - $151K
|
2.47K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
250+ 12.13% |
$90.1K - $104K
|
2.31K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
137+ 4.96% |
$49.4K - $57.1K
|
2.9K
$1.09M
|