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 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950New |
$301K - $372K
|
950
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.87K- 47.2% |
$909K - $1.12M
|
3.21K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.68% |
$3.8K - $4.69K
|
1.77K
$681K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$317 - $391
|
1.12K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.4K+ 572.95% |
$443K - $547K
|
1.64K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
157+ 0.92% |
$49.7K - $61.4K
|
17.2K
$6.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-40- 3.61% |
$12.7K - $15.6K
|
1.07K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 3.44% |
$35.5K - $43.8K
|
3.37K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-50- 3.47% |
$15.8K - $19.6K
|
1.39K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.34K- 46.98% |
$741K - $914K
|
2.64K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.13% |
$317 - $391
|
784
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-78- 0.61% |
$24.7K - $30.5K
|
12.6K
$4.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.35% |
$1.58K - $1.96K
|
1.41K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 4.15% |
$89.3K - $110K
|
6.51K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
525New |
$166K - $205K
|
525
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.48K+ 38.34% |
$1.42M - $1.75M
|
16.2K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-15- 1.19% |
$4.75K - $5.87K
|
1.25K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.6% |
$2.22K - $2.74K
|
1.18K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.02K+ 11.32% |
$323K - $398K
|
10K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-99- 1.64% |
$31.4K - $38.7K
|
5.95K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.0% |
$2.85K - $3.52K
|
66
$25.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 1.82% |
$634 - $782
|
108
$41.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-800- 6.52% |
$253K - $313K
|
11.5K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
203+ 17.82% |
$64.3K - $79.4K
|
1.34K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
582New |
$184K - $228K
|
582
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
827New |
$262K - $323K
|
827
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
7.27K+ 43.41% |
$2.3M - $2.84M
|
24K
$9.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
545New |
$173K - $213K
|
545
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.17% |
$634 - $782
|
1.16K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-229- 4.0% |
$72.5K - $89.6K
|
5.49K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106+ 0.72% |
$33.6K - $41.5K
|
14.9K
$5.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
517New |
$164K - $202K
|
517
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
33+ 0.79% |
$10.5K - $12.9K
|
4.21K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.24KNew |
$392K - $484K
|
1.24K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
549New |
$174K - $215K
|
549
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 5.12% |
$43.1K - $53.2K
|
2.52K
$973K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
524New |
$166K - $205K
|
524
$202K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
41+ 0.24% |
$13K - $16K
|
16.9K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 2.59% |
$13.9K - $17.2K
|
1.66K
$639K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
918+ 2.86% |
$291K - $359K
|
33K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.27K- 11.66% |
$720K - $889K
|
17.2K
$6.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-45- 0.36% |
$14.3K - $17.6K
|
12.5K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 8.14% |
$19.3K - $23.9K
|
688
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.63K- 11.25% |
$834K - $1.03M
|
20.8K
$8.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
515New |
$163K - $201K
|
515
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-345- 36.98% |
$109K - $135K
|
588
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-741- 6.98% |
$235K - $290K
|
9.88K
$3.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
555New |
$176K - $217K
|
555
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-92- 10.19% |
$29.1K - $36K
|
811
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.48% |
$1.9K - $2.35K
|
1.26K
$486K
|