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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.83KNew |
$660K - $763K
|
1.83K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 5.49% |
$180K - $208K
|
8.6K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.29% |
$721 - $834
|
696
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
27+ 1.87% |
$9.73K - $11.3K
|
1.47K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 6.73% |
$21.6K - $25K
|
952
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$17.7K - $20.4K
|
49
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.9K+ 5.98% |
$2.13M - $2.46M
|
105K
$40.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
594New |
$214K - $248K
|
594
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.58KNew |
$1.29M - $1.49M
|
3.58K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.3% |
$2.16K - $2.5K
|
2.01K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558+ 47.01% |
$201K - $233K
|
1.75K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.65K- 7.81% |
$955K - $1.1M
|
31.3K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
614+ 15.6% |
$221K - $256K
|
4.55K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 9.53% |
$360K - $417K
|
11.5K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
688+ 1.83% |
$248K - $287K
|
38.3K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.08% |
$1.08K - $1.25K
|
3.59K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-64- 0.87% |
$23.1K - $26.7K
|
7.33K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-388- 17.81% |
$140K - $162K
|
1.79K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-125- 26.65% |
$45K - $52.1K
|
344
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-168- 3.56% |
$60.5K - $70K
|
4.55K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$72.1K - $83.4K
|
200
$77.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-297- 5.71% |
$107K - $124K
|
4.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
126+ 2.3% |
$45.4K - $52.5K
|
5.62K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
485+ 7.08% |
$175K - $202K
|
7.33K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-33- 1.2% |
$11.9K - $13.8K
|
2.72K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
86+ 0.2% |
$31K - $35.9K
|
42.2K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 1.47% |
$4.68K - $5.42K
|
899
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.15% |
$1.44K - $1.67K
|
2.59K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-73- 0.51% |
$26.3K - $30.4K
|
14.2K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-412- 23.49% |
$148K - $172K
|
1.34K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.3% |
$72.1K - $83.4K
|
67K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-16- 1.44% |
$5.77K - $6.67K
|
1.09K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 3.3% |
$2.52K - $2.92K
|
219
$84.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$84.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-200- 1.14% |
$72.1K - $83.4K
|
17.4K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.51% |
$9.01K - $10.4K
|
738
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-147- 0.3% |
$53K - $61.3K
|
49.4K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-923- 56.18% |
$333K - $385K
|
720
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12- 1.3% |
$4.32K - $5K
|
912
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-300- 56.71% |
$108K - $125K
|
229
$88.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.4K+ 409.62% |
$6.63M - $7.67M
|
22.9K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-768- 15.05% |
$277K - $320K
|
4.33K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.32% |
$2.52K - $2.92K
|
2.16K
$835K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$1.08K - $1.25K
|
2.2K
$848K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-391- 2.4% |
$141K - $163K
|
15.9K
$6.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.12% |
$10.5K - $12.1K
|
23.9K
$9.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
116+ 10.04% |
$41.8K - $48.4K
|
1.27K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
656+ 45.34% |
$236K - $273K
|
2.1K
$812K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.09KNew |
$755K - $873K
|
2.09K
$808K
|