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 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-472- 1.33% |
$150K - $185K
|
35.1K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-196- 1.61% |
$62.1K - $76.7K
|
12K
$4.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-64- 1.43% |
$20.3K - $25K
|
4.42K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
19+ 1.92% |
$6.02K - $7.43K
|
1.01K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.41K+ 10.88% |
$2.35M - $2.9M
|
75.4K
$29.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-422- 1.91% |
$134K - $165K
|
21.7K
$8.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.15K+ 30.19% |
$365K - $451K
|
4.97K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-600- 16.02% |
$190K - $235K
|
3.15K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.34% |
$6.65K - $8.21K
|
6.13K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-942- 64.13% |
$298K - $368K
|
527
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.7K- 87.04% |
$2.76M - $3.4M
|
1.3K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$650K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.13% |
$634 - $782
|
1.53K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-491- 39.47% |
$156K - $192K
|
753
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
556+ 8.86% |
$176K - $217K
|
6.83K
$2.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
141+ 9.43% |
$44.7K - $55.1K
|
1.64K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-183- 1.44% |
$58K - $71.6K
|
12.5K
$4.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
465+ 1.67% |
$147K - $182K
|
28.3K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$1.27K - $1.56K
|
1.87K
$723K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
621New |
$197K - $243K
|
621
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-106- 2.76% |
$33.6K - $41.5K
|
3.73K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
85+ 9.68% |
$26.9K - $33.2K
|
963
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
179+ 1.37% |
$56.7K - $70K
|
13.3K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-25- 0.74% |
$7.92K - $9.78K
|
3.37K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 4.0% |
$317 - $391
|
26
$10K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.37K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-353- 4.4% |
$112K - $138K
|
7.66K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$46.3K - $57.1K
|
8.33K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.33K- 1.21% |
$1.69M - $2.09M
|
436K
$168M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321+ 3.05% |
$102K - $126K
|
10.8K
$4.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-123- 1.03% |
$39K - $48.1K
|
11.8K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.76K+ 0.96% |
$1.83M - $2.25M
|
609K
$235M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.77% |
$1.58K - $1.96K
|
288
$111K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
757+ 0.24% |
$240K - $296K
|
319K
$123M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.5KNew |
$1.11M - $1.37M
|
3.5K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-227- 14.27% |
$71.9K - $88.8K
|
1.36K
$527K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 2.5% |
$950 - $1.17K
|
117
$45.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-108- 95.58% |
$34.2K - $42.2K
|
5
$1.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
75+ 15.21% |
$23.8K - $29.3K
|
568
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-273- 40.99% |
$86.5K - $107K
|
393
$152K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 6.41% |
$47.5K - $58.7K
|
2.49K
$961K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-62- 6.67% |
$19.6K - $24.2K
|
868
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.57K+ 9.4% |
$3.03M - $3.74M
|
111K
$43M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 6.89% |
$9.82K - $12.1K
|
481
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
150+ 5.28% |
$47.5K - $58.7K
|
2.99K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
9.35K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
29K+ 24.14% |
$9.19M - $11.3M
|
149K
$57.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.39K- 16.33% |
$757K - $935K
|
12.2K
$4.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
978+ 155.24% |
$310K - $383K
|
1.61K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-16- 1.08% |
$5.07K - $6.26K
|
1.47K
$566K
|