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 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
646New |
$205K - $253K
|
646
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 2.7% |
$25.7K - $31.7K
|
3.08K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.38K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
321+ 6.63% |
$102K - $126K
|
5.16K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-43- 6.32% |
$13.6K - $16.8K
|
637
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
73+ 4.32% |
$23.1K - $28.6K
|
1.76K
$680K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
588New |
$186K - $230K
|
588
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$556K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 4.48% |
$10.1K - $12.5K
|
747
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
197+ 20.54% |
$62.4K - $77.1K
|
1.16K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 1.94% |
$9.5K - $11.7K
|
1.58K
$609K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776New |
$246K - $304K
|
776
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-26- 0.18% |
$8.24K - $10.2K
|
14.8K
$5.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
527New |
$167K - $206K
|
527
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-177- 0.67% |
$56.1K - $69.2K
|
26.1K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
151+ 4.38% |
$47.8K - $59.1K
|
3.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.05KNew |
$334K - $412K
|
1.05K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.93% |
$31.7K - $39.1K
|
2.44K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-13- 0.59% |
$4.12K - $5.08K
|
2.18K
$843K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 4.87% |
$10.8K - $13.3K
|
732
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 1.39% |
$58.6K - $72.4K
|
13.2K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.4K+ 3.5% |
$2.98M - $3.68M
|
278K
$107M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-22- 0.25% |
$6.97K - $8.6K
|
8.7K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
536New |
$170K - $210K
|
536
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
320+ 2.44% |
$101K - $125K
|
13.4K
$5.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
823+ 15.58% |
$261K - $322K
|
6.11K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 28.87% |
$520K - $641K
|
4.04K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-244- 3.09% |
$77.3K - $95.4K
|
7.66K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$508K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-239- 1.5% |
$75.7K - $93.5K
|
15.7K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.52K+ 1.08% |
$1.75M - $2.16M
|
518K
$200M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.95K+ 168.76% |
$935K - $1.15M
|
4.7K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.1K- 7.5% |
$3.2M - $3.95M
|
125K
$48.1M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11- 0.25% |
$3.48K - $4.3K
|
4.35K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 17.74% |
$416K - $514K
|
6.09K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14- 1.39% |
$4.44K - $5.48K
|
994
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 14.53% |
$727K - $897K
|
18.1K
$6.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.34K
$905K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-180- 10.22% |
$57K - $70.4K
|
1.58K
$611K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.45% |
$53.9K - $66.5K
|
5.1K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 16.72% |
$935K - $1.15M
|
20.6K
$7.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93+ 2.67% |
$29.5K - $36.4K
|
3.58K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 1.28% |
$4.44K - $5.48K
|
1.08K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.69K+ 25.78% |
$537K - $663K
|
8.27K
$3.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 1.58% |
$25.7K - $31.7K
|
5.22K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
25+ 0.87% |
$7.92K - $9.78K
|
2.92K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
566New |
$179K - $221K
|
566
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 1.25% |
$25.7K - $31.7K
|
6.57K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
906+ 11.28% |
$287K - $354K
|
8.94K
$3.45M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
518New |
$164K - $203K
|
518
$200K
|