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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
604New |
$218K - $252K
|
604
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-30- 2.13% |
$10.8K - $12.5K
|
1.38K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-437- 9.3% |
$157K - $182K
|
4.26K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-30- 4.95% |
$10.8K - $12.5K
|
576
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.98KNew |
$2.51M - $2.91M
|
6.98K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 126.92% |
$11.9K - $13.8K
|
59
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-304- 3.17% |
$110K - $127K
|
9.29K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
390New |
$141K - $163K
|
390
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$896K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
130+ 0.87% |
$46.8K - $54.2K
|
15K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
625New |
$225K - $261K
|
625
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
970New |
$350K - $404K
|
970
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
152New |
$54.8K - $63.4K
|
152
$61.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
562New |
$203K - $234K
|
562
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9- 0.93% |
$3.24K - $3.75K
|
960
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
186+ 5.77% |
$67K - $77.5K
|
3.41K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 35.33% |
$707K - $818K
|
7.51K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
552New |
$199K - $230K
|
552
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
131+ 2.03% |
$47.2K - $54.6K
|
6.58K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
324+ 24.47% |
$117K - $135K
|
1.65K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.1% |
$1.8K - $2.08K
|
4.9K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.8K+ 92.3% |
$2.81M - $3.25M
|
16.3K
$6.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
703New |
$253K - $293K
|
703
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 5.56% |
$18K - $20.8K
|
849
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.08% |
$360 - $417
|
1.18K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$721 - $834
|
640
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
840
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.09% |
$360 - $417
|
1.13K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.57K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 3.58% |
$39.6K - $45.9K
|
2.97K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 9.09% |
$108K - $125K
|
3.6K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
733New |
$264K - $306K
|
733
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
755New |
$272K - $315K
|
755
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.03% |
$1.08K - $1.25K
|
10.7K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-429- 3.24% |
$155K - $179K
|
12.8K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
810New |
$292K - $338K
|
810
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
610New |
$220K - $254K
|
610
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.66KNew |
$2.4M - $2.78M
|
6.66K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-74- 11.06% |
$26.7K - $30.8K
|
595
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-165- 82.5% |
$59.5K - $68.8K
|
35
$14.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.13% |
$3.6K - $4.17K
|
7.61K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
10KNew |
$3.61M - $4.18M
|
10K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.73% |
$3.24K - $3.75K
|
1.24K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-367- 11.67% |
$132K - $153K
|
2.78K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-750- 0.59% |
$270K - $313K
|
126K
$50.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-125- 36.76% |
$45K - $52.1K
|
215
$86.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-16- 0.58% |
$5.77K - $6.67K
|
2.74K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-73- 5.75% |
$26.3K - $30.4K
|
1.2K
$481K
|