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
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
104+ 10.29% |
$32.9K - $40.7K
|
1.12K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-178- 12.98% |
$56.4K - $69.6K
|
1.19K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108+ 7.45% |
$34.2K - $42.2K
|
1.56K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9- 0.1% |
$2.85K - $3.52K
|
9.33K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
697+ 66.25% |
$221K - $273K
|
1.75K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
67+ 4.75% |
$21.2K - $26.2K
|
1.48K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.18K- 7.59% |
$2.59M - $3.2M
|
99.6K
$38.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.19K- 12.86% |
$1.01M - $1.25M
|
21.6K
$8.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
775+ 52.83% |
$246K - $303K
|
2.24K
$865K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.32% |
$2.85K - $3.52K
|
2.78K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
871+ 99.43% |
$276K - $341K
|
1.75K
$674K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-210- 7.64% |
$66.5K - $82.1K
|
2.54K
$980K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
424+ 0.59% |
$134K - $166K
|
72.8K
$28.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-94- 3.72% |
$29.8K - $36.8K
|
2.44K
$940K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
7.9K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-852- 30.49% |
$270K - $333K
|
1.94K
$750K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.77K+ 1.68% |
$1.19M - $1.48M
|
228K
$88M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
24K+ 871.99% |
$7.61M - $9.4M
|
26.8K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
9+ 1.04% |
$2.85K - $3.52K
|
875
$338K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
579New |
$183K - $226K
|
579
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.19% |
$7.29K - $9K
|
12.2K
$4.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.33K+ 379.68% |
$1.05M - $1.3M
|
4.2K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 3.82% |
$171K - $212K
|
13.6K
$5.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.23% |
$12.7K - $15.6K
|
1.2K
$463K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-90- 0.39% |
$28.5K - $35.2K
|
22.8K
$8.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-45- 1.48% |
$14.3K - $17.6K
|
3K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 5.16% |
$340K - $420K
|
19.7K
$7.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
PUT |
-600- 30.0% |
$190K - $235K
|
1.4K
$540K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
1.68KNew |
$533K - $659K
|
1.68K
$650K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 0.7% |
$3.8K - $4.69K
|
1.7K
$657K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 9.42% |
$123K - $152K
|
3.74K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
522New |
$165K - $204K
|
522
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
464+ 14.58% |
$147K - $181K
|
3.65K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
596New |
$189K - $233K
|
596
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
563New |
$178K - $220K
|
563
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
123+ 17.77% |
$39K - $48.1K
|
815
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24K- 46.14% |
$7.61M - $9.39M
|
28K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
735+ 14.5% |
$233K - $287K
|
5.8K
$2.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-60- 1.74% |
$19K - $23.5K
|
3.4K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
314+ 9.03% |
$99.5K - $123K
|
3.79K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$165K - $204K
|
521
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
130+ 11.79% |
$41.2K - $50.8K
|
1.23K
$476K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
642New |
$203K - $251K
|
642
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
17.5KNew |
$5.53M - $6.83M
|
17.5K
$6.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-384- 7.14% |
$122K - $150K
|
4.99K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-170- 7.46% |
$53.9K - $66.5K
|
2.11K
$815K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
137+ 20.73% |
$43.4K - $53.6K
|
798
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.98KNew |
$627K - $774K
|
1.98K
$764K
|