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 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 2.21% |
$11.1K - $13.7K
|
1.62K
$625K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-201- 21.45% |
$63.7K - $78.6K
|
736
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
549New |
$174K - $215K
|
549
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-141- 21.43% |
$44.7K - $55.1K
|
517
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.3K- 88.6% |
$5.8M - $7.16M
|
2.36K
$910K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$317 - $391
|
1
$386
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-102- 0.11% |
$32.3K - $39.9K
|
93.8K
$36.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-88- 4.45% |
$27.9K - $34.4K
|
1.89K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$3.17K - $3.91K
|
10
$3.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 11.8% |
$2.6M - $3.21M
|
77.8K
$30M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$815K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2+ 0.24% |
$634 - $782
|
839
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 1.39% |
$3.17K - $3.91K
|
711
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
319New |
$101K - $125K
|
319
$123K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 4.76% |
$58.9K - $72.7K
|
3.72K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
600New |
$190K - $235K
|
600
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 47.17% |
$15.8K - $19.6K
|
156
$60.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
299+ 16.08% |
$94.7K - $117K
|
2.16K
$833K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
327+ 1.86% |
$104K - $128K
|
17.9K
$6.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
640New |
$203K - $250K
|
640
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8- 0.42% |
$2.53K - $3.13K
|
1.91K
$737K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 1.82% |
$4.44K - $5.48K
|
757
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
542New |
$172K - $212K
|
542
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.29% |
$634 - $782
|
683
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7- 0.4% |
$2.22K - $2.74K
|
1.72K
$665K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 21.46% |
$63.4K - $78.2K
|
1.13K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-448- 2.28% |
$142K - $175K
|
19.2K
$7.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 0.26% |
$19.3K - $23.9K
|
23.8K
$9.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.24K- 14.77% |
$394K - $486K
|
7.17K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
150+ 5.45% |
$47.5K - $58.7K
|
2.9K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.8% |
$4.12K - $5.08K
|
736
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-330- 35.29% |
$105K - $129K
|
605
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
8+ 3.65% |
$2.53K - $3.13K
|
227
$87.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
80+ 8.13% |
$25.3K - $31.3K
|
1.06K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$346K - $427K
|
1.09K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.8K- 51.31% |
$4.06M - $5.02M
|
12.2K
$4.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 4.03% |
$26.3K - $32.5K
|
2.14K
$828K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.68K+ 1.85% |
$531K - $656K
|
92.1K
$35.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-18- 2.13% |
$5.7K - $7.04K
|
827
$319K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 15.53% |
$79.2K - $97.8K
|
1.36K
$525K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
610+ 32.19% |
$193K - $239K
|
2.51K
$967K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.19% |
$8.24K - $10.2K
|
13.4K
$5.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22- 1.41% |
$6.97K - $8.6K
|
1.54K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16+ 0.58% |
$5.07K - $6.26K
|
2.8K
$1.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-153- 0.99% |
$48.5K - $59.8K
|
15.2K
$5.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
604New |
$191K - $236K
|
604
$233K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$950 - $1.17K
|
42.4K
$16.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 0.14% |
$30.1K - $37.2K
|
68.9K
$26.6M
|