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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
SELL
|
- |
-54- 5.57% |
$17.4K - $20.5K
|
915
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-167- 6.33% |
$53.7K - $63.3K
|
2.47K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40- 1.46% |
$12.9K - $15.2K
|
2.69K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.24KNew |
$397K - $468K
|
1.24K
$477K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
147New |
$47.3K - $55.8K
|
147
$56.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
968New |
$311K - $367K
|
968
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 16.56% |
$40.2K - $47.4K
|
630
$243K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-147- 4.74% |
$47.3K - $55.8K
|
2.95K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.63% |
$1.61K - $1.9K
|
790
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
294New |
$94.5K - $112K
|
294
$113K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 1.88% |
$8.04K - $9.48K
|
1.36K
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.09% |
$32.1K - $37.9K
|
4.69K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-136- 8.26% |
$43.7K - $51.6K
|
1.51K
$583K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
285+ 7.88% |
$91.6K - $108K
|
3.9K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.71% |
$964 - $1.14K
|
427
$165K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-250- 1.39% |
$80.4K - $94.8K
|
17.7K
$6.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
133+ 4.54% |
$42.8K - $50.4K
|
3.06K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
93+ 16.85% |
$29.9K - $35.3K
|
645
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 3.64% |
$1.93K - $2.28K
|
159
$61.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-40- 5.89% |
$12.9K - $15.2K
|
639
$247K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
85+ 6.27% |
$27.3K - $32.2K
|
1.44K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 1.59% |
$3.21K - $3.79K
|
638
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.94% |
$1.93K - $2.28K
|
643
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1M- 99.99% |
$321M - $379M
|
100
$38.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
100New |
$32.1K - $37.9K
|
100
$38.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
11+ 1.69% |
$3.54K - $4.17K
|
661
$255K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
83New |
$26.7K - $31.5K
|
83
$32K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-106- 5.82% |
$34.1K - $40.2K
|
1.72K
$662K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.1K+ 1047.88% |
$3.25M - $3.84M
|
11.1K
$4.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
29+ 3.41% |
$9.32K - $11K
|
880
$340K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 12.68% |
$22.8K - $26.9K
|
631
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.68KNew |
$541K - $639K
|
1.68K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 2.14% |
$1.29K - $1.52K
|
191
$73.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-193- 6.46% |
$62K - $73.2K
|
2.79K
$1.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
27+ 4.09% |
$8.68K - $10.2K
|
687
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.29% |
$32.1K - $37.9K
|
4.27K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-2.92K- 3.66% |
$937K - $1.11M
|
76.7K
$29.6M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
183+ 18.25% |
$58.8K - $69.4K
|
1.19K
$458K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-25- 2.26% |
$8.04K - $9.48K
|
1.08K
$417K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100+ 6.99% |
$32.1K - $37.9K
|
1.53K
$591K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-8- 57.14% |
$2.57K - $3.03K
|
6
$2.32K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 22.73% |
$9.64K - $11.4K
|
102
$39.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.29K - $1.52K
|
1.14K
$439K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.57KNew |
$505K - $596K
|
1.57K
$607K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 1.8% |
$643 - $759
|
113
$43.6K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-232K- 30.49% |
$64.7M - $85.1M
|
529K
$204M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25- 2.28% |
$6.97K - $9.16K
|
1.07K
$414K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34+ 2.47% |
$9.47K - $12.5K
|
1.41K
$545K
|
|