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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.52K- 15.16% |
$797K - $984K
|
14.1K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.16KNew |
$1.95M - $2.41M
|
6.16K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 3.36% |
$7.92K - $9.78K
|
770
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
CALL |
-100- 20.0% |
$31.7K - $39.1K
|
400
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
50KNew |
$15.8M - $19.6M
|
50K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-29.7K- 27.86% |
$9.41M - $11.6M
|
76.9K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.18KNew |
$691K - $853K
|
2.18K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.05KNew |
$331K - $409K
|
1.05K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-700- 0.69% |
$222K - $274K
|
100K
$45.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.88% |
$19.3K - $23.9K
|
2.18K
$983K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.66K+ 91.05% |
$526K - $649K
|
3.48K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.87KNew |
$909K - $1.12M
|
2.87K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
56.6K+ 28300.0% |
$17.9M - $22.1M
|
56.8K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-2.96K- 46.43% |
$936K - $1.16M
|
3.41K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.3K- 25.19% |
$411K - $507K
|
3.85K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
560New |
$177K - $219K
|
560
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-108- 3.99% |
$34.2K - $42.2K
|
2.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.9KNew |
$3.44M - $4.25M
|
10.9K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-126K- 53.27% |
$40M - $49.4M
|
111K
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$950 - $1.17K
|
3
$1.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-66.3K- 22.05% |
$21M - $25.9M
|
234K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
720New |
$228K - $282K
|
720
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-400- 42.11% |
$127K - $156K
|
550
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
224+ 0.96% |
$71K - $87.6K
|
23.7K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-150K- 49.17% |
$47.5M - $58.6M
|
155K
$69.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-8.44K- 42.22% |
$2.68M - $3.3M
|
11.6K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-776- 36.53% |
$246K - $304K
|
1.35K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
598New |
$189K - $234K
|
598
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.71KNew |
$542K - $669K
|
1.71K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.82K+ 434.59% |
$2.16M - $2.67M
|
8.39K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.8KNew |
$1.52M - $1.88M
|
4.8K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-2.8K- 54.9% |
$887K - $1.1M
|
2.3K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
520New |
$165K - $203K
|
520
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
149+ 3.73% |
$47.2K - $58.3K
|
4.15K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.1K- 31.34% |
$666K - $822K
|
4.6K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-485K- 77.52% |
$154M - $190M
|
141K
$63.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
37+ 1.74% |
$11.7K - $14.5K
|
2.16K
$973K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
566New |
$179K - $221K
|
566
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3+ 0.09% |
$950 - $1.17K
|
3.34K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.88K- 59.77% |
$3.13M - $3.86M
|
6.65K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
542New |
$172K - $212K
|
542
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
440+ 22.01% |
$139K - $172K
|
2.44K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
97+ 1.95% |
$30.7K - $37.9K
|
5.08K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
687New |
$218K - $269K
|
687
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
17New |
$5.39K - $6.65K
|
17
$7.66K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$29.3K
|