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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$40.2M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94+ 10.59% |
$26.2K - $34.4K
|
982
$379K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-15- 0.25% |
$4.18K - $5.5K
|
5.97K
$2.31M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$27.9K - $36.6K
|
100
$38.6K
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
653New |
$182K - $239K
|
653
$252K
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
650New |
$181K - $238K
|
650
$251K
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-150- 4.56% |
$41.8K - $55K
|
3.14K
$1.21M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4.5K+ 900.0% |
$1.25M - $1.65M
|
5K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
299New |
$83.3K - $110K
|
299
$115K
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
568+ 34.59% |
$158K - $208K
|
2.21K
$853K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.67K+ 117.48% |
$1.86M - $2.44M
|
12.3K
$4.76M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-92- 6.61% |
$25.6K - $33.7K
|
1.3K
$501K
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$1.41M - $1.85M
|
5.05K
$1.95M
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 400.0% |
$279K - $366K
|
1.25K
$483K
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.44K- 11.13% |
$401K - $528K
|
11.5K
$4.44M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
433New |
$121K - $159K
|
433
$167K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
37.6K+ 4152.87% |
$10.5M - $13.8M
|
38.5K
$14.9M
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.03KNew |
$844K - $1.11M
|
3.03K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
95+ 3.62% |
$26.5K - $34.8K
|
2.72K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.05KNew |
$294K - $386K
|
1.05K
$407K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.39KNew |
$387K - $509K
|
1.39K
$536K
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-15- 1.3% |
$4.18K - $5.5K
|
1.14K
$440K
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 4.46% |
$279K - $366K
|
21.4K
$8.26M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
15KNew |
$4.18M - $5.5M
|
15K
$5.79M
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
200+ 8.18% |
$55.7K - $73.3K
|
2.65K
$1.02M
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.64KNew |
$1.29M - $1.7M
|
4.64K
$1.79M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
181+ 23.82% |
$50.4K - $66.3K
|
941
$363K
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 2.1% |
$8.36K - $11K
|
1.4K
$540K
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4- 0.19% |
$1.11K - $1.47K
|
2.06K
$796K
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-36- 3.46% |
$10K - $13.2K
|
1K
$388K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$186K - $245K
|
668
$258K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
598+ 3.89% |
$167K - $219K
|
16K
$6.16M
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 11.44% |
$557K - $733K
|
15.5K
$5.98M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-18.5K- 97.14% |
$5.15M - $6.77M
|
544
$210K
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-30- 2.71% |
$8.36K - $11K
|
1.08K
$417K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
370+ 21.54% |
$103K - $136K
|
2.09K
$806K
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
648New |
$181K - $237K
|
648
$250K
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-110- 5.71% |
$30.6K - $40.3K
|
1.82K
$701K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.61K- 42.94% |
$449K - $590K
|
2.14K
$826K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$27.9K - $36.6K
|
100
$38.6K
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-160- 21.86% |
$44.6K - $58.6K
|
572
$221K
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.43KNew |
$398K - $524K
|
1.43K
$552K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.64K+ 386.82% |
$736K - $968K
|
3.33K
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
140+ 0.5% |
$39K - $51.3K
|
27.9K
$10.8M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37- 50.0% |
$10.3K - $13.6K
|
37
$14.3K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
79New |
$22K - $28.9K
|
79
$30.5K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
90+ 10.86% |
$25.1K - $33K
|
919
$355K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
940+ 23.27% |
$262K - $344K
|
4.98K
$1.92M
|
|
Apr 29, 2024
Q1 2024
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-85K- 32.44% |
$23.7M - $31.1M
|
177K
$68.3M
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-60- 2.22% |
$16.7K - $22K
|
2.64K
$1.02M
|