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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.68K- 86.9% |
$1.03M - $1.35M
|
555
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-40- 4.31% |
$11.1K - $14.7K
|
888
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-27- 2.25% |
$7.52K - $9.89K
|
1.18K
$454K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13+ 0.91% |
$3.62K - $4.76K
|
1.45K
$558K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-101- 4.04% |
$28.1K - $37K
|
2.4K
$926K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50- 66.67% |
$13.9K - $18.3K
|
25
$9.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 1.14% |
$5.57K - $7.33K
|
1.78K
$687K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-240- 19.05% |
$66.9K - $87.9K
|
1.02K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19- 15.2% |
$5.29K - $6.96K
|
106
$40.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
56+ 4.58% |
$15.6K - $20.5K
|
1.28K
$494K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-70- 2.15% |
$19.5K - $25.7K
|
3.18K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
140New |
$39K - $51.3K
|
140
$54K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 4.17% |
$4.18K - $5.5K
|
345
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
843New |
$235K - $309K
|
843
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 40.0% |
$27.9K - $36.6K
|
350
$135K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 11.69% |
$27K - $35.5K
|
927
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-77- 1.56% |
$21.5K - $28.2K
|
4.86K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-33- 2.33% |
$9.19K - $12.1K
|
1.39K
$535K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-34- 3.45% |
$9.47K - $12.5K
|
951
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-189- 13.81% |
$52.7K - $69.3K
|
1.18K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
645New |
$180K - $236K
|
645
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
580New |
$162K - $213K
|
580
$224K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
600New |
$167K - $220K
|
600
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-30.5K- 90.24% |
$8.5M - $11.2M
|
3.3K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$35.9K - $47.3K
|
129
$49.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
620New |
$173K - $227K
|
620
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 5.07% |
$11.1K - $14.7K
|
749
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-285- 57.58% |
$79.4K - $104K
|
210
$81.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 14.58% |
$27.9K - $36.6K
|
586
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
625New |
$174K - $229K
|
625
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-31- 1.61% |
$8.64K - $11.4K
|
1.9K
$732K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
72+ 7.27% |
$20.1K - $26.4K
|
1.06K
$410K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$279K - $366K
|
1K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-60- 2.27% |
$16.7K - $22K
|
2.59K
$998K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$279 - $366
|
696
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$139K - $183K
|
500
$193K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
59+ 1.42% |
$16.4K - $21.6K
|
4.2K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-294- 14.0% |
$81.9K - $108K
|
1.81K
$697K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-29- 1.55% |
$8.08K - $10.6K
|
1.84K
$710K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-1- 0.08% |
$279 - $366
|
1.32K
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-3.49K- 36.95% |
$973K - $1.28M
|
5.96K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
101+ 2.6% |
$28.1K - $37K
|
3.98K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-11.9K- 8.51% |
$3.32M - $4.37M
|
128K
$49.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
750+ 14.49% |
$209K - $275K
|
5.93K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$279 - $366
|
1.17K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.14% |
$12.5K - $16.5K
|
3.98K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-500- 11.11% |
$139K - $183K
|
4K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-79- 10.06% |
$22K - $28.9K
|
706
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
815New |
$227K - $299K
|
815
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-54- 3.37% |
$15K - $19.8K
|
1.55K
$598K
|