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 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-809- 2.58% |
$256K - $316K
|
30.5K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 2.78% |
$3.48K - $4.3K
|
384
$148K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 0.93% |
$4.75K - $5.87K
|
1.6K
$617K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
152K+ 1389.23% |
$48.1M - $59.4M
|
163K
$62.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
266+ 1.56% |
$84.3K - $104K
|
17.3K
$6.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
10.7K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-450- 11.03% |
$143K - $176K
|
3.63K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-328- 1.99% |
$104K - $128K
|
16.2K
$6.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-451- 1.06% |
$143K - $176K
|
42.2K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-897- 61.15% |
$284K - $351K
|
570
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 1.24% |
$14.6K - $18K
|
3.76K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-57- 0.41% |
$18.1K - $22.3K
|
13.8K
$5.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.75KNew |
$870K - $1.07M
|
2.75K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.83% |
$15.8K - $19.6K
|
1.72K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
301+ 40.73% |
$95.4K - $118K
|
1.04K
$401K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
11K
$4.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-50- 0.24% |
$15.8K - $19.6K
|
20.4K
$7.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.65K- 25.17% |
$521K - $643K
|
4.89K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-106- 2.11% |
$33.6K - $41.5K
|
4.91K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 3.82% |
$1.58K - $1.96K
|
136
$52.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
690+ 12.42% |
$219K - $270K
|
6.25K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
186+ 27.76% |
$58.9K - $72.7K
|
856
$330K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.32K- 1.3% |
$418K - $516K
|
100K
$38.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.68K- 6.72% |
$848K - $1.05M
|
37.2K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
513New |
$163K - $201K
|
513
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.03% |
$15.8K - $19.6K
|
4.9K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-184- 5.68% |
$58.3K - $72K
|
3.06K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 98.4% |
$898K - $1.11M
|
5.71K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
128+ 3.26% |
$40.6K - $50.1K
|
4.06K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
123+ 1.71% |
$39K - $48.1K
|
7.31K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-253- 7.85% |
$80.2K - $99K
|
2.97K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
526New |
$167K - $206K
|
526
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-57- 1.98% |
$18.1K - $22.3K
|
2.82K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-773- 31.12% |
$245K - $302K
|
1.71K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.43K
$553K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-14- 0.52% |
$4.44K - $5.48K
|
2.7K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 3.78% |
$12K - $14.9K
|
1.04K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.1K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 0.39% |
$47.5K - $58.7K
|
38.5K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
562New |
$178K - $220K
|
562
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
119+ 2.82% |
$37.7K - $46.5K
|
4.35K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.62K+ 18.36% |
$1.15M - $1.42M
|
23.3K
$9.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
458+ 7.24% |
$145K - $179K
|
6.79K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.9% |
$5.07K - $6.26K
|
826
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.22% |
$18.4K - $22.7K
|
4.83K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-223- 13.83% |
$70.6K - $87.2K
|
1.39K
$537K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-529- 11.76% |
$168K - $207K
|
3.97K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-457- 0.92% |
$145K - $179K
|
49.5K
$19.1M
|