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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4- 0.43% |
$1.29K - $1.52K
|
925
$372K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
181+ 24.86% |
$58.2K - $68.7K
|
909
$366K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 2.94% |
$8.04K - $9.48K
|
874
$352K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
88+ 13.52% |
$28.3K - $33.4K
|
739
$297K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
130+ 99.24% |
$41.8K - $49.3K
|
261
$105K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18New |
$5.79K - $6.83K
|
18
$7.24K
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
29K+ 223.08% |
$9.32M - $11M
|
42K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
92KNew |
$29.6M - $34.9M
|
92K
$37M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
20KNew |
$6.43M - $7.59M
|
20K
$8.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1KNew |
$322K - $380K
|
1K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200+ 9.44% |
$64.3K - $75.9K
|
2.32K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 5.31% |
$4.18K - $4.93K
|
258
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.05KNew |
$657K - $776K
|
2.05K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$1.61M - $1.9M
|
5K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 11.76% |
$64.3K - $75.9K
|
1.5K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.95KNew |
$628K - $741K
|
1.95K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.7KNew |
$548K - $646K
|
1.7K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$321K - $379K
|
1K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 2.29% |
$9.32K - $11K
|
1.24K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
73New |
$23.5K - $27.7K
|
73
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
178+ 5.15% |
$57.2K - $67.5K
|
3.64K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 21.47% |
$12.2K - $14.4K
|
215
$86.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$321 - $379
|
26
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.48KNew |
$474K - $560K
|
1.48K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.72K- 80.15% |
$1.52M - $1.79M
|
1.17K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.8KNew |
$577K - $681K
|
1.8K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14- 0.21% |
$4.5K - $5.31K
|
6.8K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10.8KNew |
$3.46M - $4.09M
|
10.8K
$4.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.26KNew |
$2.01M - $2.37M
|
6.26K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.71% |
$4.82K - $5.69K
|
891
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
60K+ 63.16% |
$19.3M - $22.8M
|
155K
$62.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
656+ 100.0% |
$211K - $249K
|
1.31K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.05K- 36.04% |
$1.3M - $1.54M
|
7.19K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-77- 2.07% |
$24.8K - $29.2K
|
3.64K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-344- 7.61% |
$111K - $130K
|
4.18K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
462New |
$149K - $175K
|
462
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
99New |
$31.8K - $37.6K
|
99
$39.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.68M+ 7.99% |
$861M - $1.02B
|
36.2M
$14.6B
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15- 1.69% |
$4.82K - $5.69K
|
871
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
700New |
$225K - $266K
|
700
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.04% |
$321 - $379
|
2.78K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-521- 15.06% |
$167K - $198K
|
2.94K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
890New |
$286K - $338K
|
890
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$7.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55New |
$17.7K - $20.9K
|
55
$22.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
280+ 49.12% |
$90K - $106K
|
850
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-156- 3.51% |
$50.1K - $59.2K
|
4.29K
$1.72M
|