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 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16+ 21.05% |
$5.77K - $6.67K
|
92
$35.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-42- 0.39% |
$15.1K - $17.5K
|
10.7K
$4.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2+ 0.28% |
$721 - $834
|
710
$274K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 4.24% |
$21.6K - $25K
|
1.48K
$569K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
845+ 80.63% |
$305K - $352K
|
1.89K
$731K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-47- 0.56% |
$16.9K - $19.6K
|
8.3K
$3.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.13M- 99.75% |
$768M - $888M
|
5.44K
$2.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.5% |
$1.08K - $1.25K
|
596
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.65K+ 93.87% |
$596K - $689K
|
3.41K
$1.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-135- 2.79% |
$48.6K - $56.3K
|
4.7K
$1.81M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-60- 1.29% |
$21.6K - $25K
|
4.58K
$1.77M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.5K+ 103.3% |
$542K - $627K
|
2.96K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 1.34% |
$12.6K - $14.6K
|
2.64K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$360 - $417
|
1.2K
$464K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 3.58% |
$18.4K - $21.3K
|
1.47K
$569K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$553K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57+ 4.88% |
$20.5K - $23.8K
|
1.23K
$473K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 2.4% |
$20.5K - $23.8K
|
2.43K
$938K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
141+ 1.88% |
$50.8K - $58.8K
|
7.63K
$2.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 0.13% |
$1.8K - $2.08K
|
3.9K
$1.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.09% |
$6.13K - $7.09K
|
1.57K
$606K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
53+ 1.58% |
$19.1K - $22.1K
|
3.4K
$1.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.56% |
$19.1K - $22.1K
|
1.44K
$554K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.19K- 28.23% |
$429K - $496K
|
3.03K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.79K
$689K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-14- 0.31% |
$5.05K - $5.84K
|
4.46K
$1.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
752+ 53.03% |
$271K - $313K
|
2.17K
$838K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.2K+ 79.58% |
$432K - $500K
|
2.71K
$1.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
10.2K+ 1.63% |
$3.68M - $4.26M
|
636K
$245M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.12K+ 10.22% |
$402K - $465K
|
12K
$4.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2- 0.02% |
$721 - $834
|
8.24K
$3.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5- 0.03% |
$1.8K - $2.08K
|
18.3K
$7.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
9+ 1.38% |
$3.24K - $3.75K
|
661
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-109- 0.86% |
$39.3K - $45.4K
|
12.6K
$4.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-89- 5.32% |
$32.1K - $37.1K
|
1.59K
$612K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.61% |
$58.7K - $68K
|
6.41K
$2.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 6.29% |
$31.7K - $36.7K
|
1.31K
$506K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-80- 0.53% |
$28.8K - $33.4K
|
15.1K
$5.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.4% |
$360 - $417
|
249
$96.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
79+ 0.66% |
$28.5K - $32.9K
|
12.1K
$4.68M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-58- 1.54% |
$20.9K - $24.2K
|
3.7K
$1.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.29K- 55.21% |
$466K - $539K
|
1.05K
$405K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-48- 0.61% |
$17.3K - $20K
|
7.87K
$3.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134+ 81.71% |
$48.3K - $55.9K
|
298
$115K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 1.3% |
$105K - $121K
|
22.1K
$8.54M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 40.12% |
$119K - $138K
|
1.16K
$446K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
586+ 7.34% |
$211K - $244K
|
8.57K
$3.31M
|
|
| Q3 2024 | |||||||
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 0.89% |
$39.6K - $48.9K
|
14K
$5.39M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
588New |
$186K - $230K
|
588
$227K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
606+ 41.94% |
$192K - $237K
|
2.05K
$792K
|
|