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 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.81K+ 5.95% |
$1.73M - $2.01M
|
85.7K
$32.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
941New |
$339K - $392K
|
941
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
42+ 4.62% |
$15.1K - $17.5K
|
951
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-112- 0.5% |
$40.4K - $46.7K
|
22.3K
$8.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-5- 0.17% |
$1.8K - $2.08K
|
2.96K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 8.18% |
$110K - $127K
|
4.03K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-312- 1.35% |
$112K - $130K
|
22.9K
$8.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
115+ 2.71% |
$41.4K - $47.9K
|
4.36K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.81% |
$3.8M - $4.4M
|
266K
$99.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.2K+ 498.6% |
$4.74M - $5.49M
|
15.8K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-165- 7.57% |
$59.5K - $68.8K
|
2.02K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
91+ 15.91% |
$32.8K - $37.9K
|
663
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
144+ 4.0% |
$51.9K - $60K
|
3.74K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8+ 0.63% |
$2.88K - $3.34K
|
1.27K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7.72K+ 8.23% |
$2.78M - $3.22M
|
101K
$38.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1+ 0.02% |
$360 - $417
|
5.97K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
78+ 1.58% |
$28.1K - $32.5K
|
5.03K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-100- 5.72% |
$36K - $41.7K
|
1.65K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-770- 2.95% |
$277K - $321K
|
25.3K
$9.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
611New |
$220K - $255K
|
611
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-88- 3.13% |
$31.7K - $36.7K
|
2.73K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-476- 3.05% |
$172K - $198K
|
15.1K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.9% |
$65.2K - $75.5K
|
20.3K
$7.61M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-12- 1.07% |
$4.32K - $5K
|
1.11K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.98K+ 15.28% |
$712K - $824K
|
14.9K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
634+ 48.58% |
$228K - $264K
|
1.94K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.75KNew |
$1.35M - $1.56M
|
3.75K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
152+ 3.99% |
$54.8K - $63.4K
|
3.96K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-101- 2.82% |
$36.4K - $42.1K
|
3.48K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-100- 8.07% |
$36K - $41.7K
|
1.14K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
655+ 71.98% |
$236K - $273K
|
1.57K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.62% |
$9.73K - $11.3K
|
4.37K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-403- 28.2% |
$145K - $168K
|
1.03K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.97K+ 102.82% |
$1.79M - $2.07M
|
9.79K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
276+ 13.06% |
$99.5K - $115K
|
2.39K
$896K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-58- 0.62% |
$20.9K - $24.2K
|
9.24K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
644+ 36.65% |
$232K - $268K
|
2.4K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
726+ 42.66% |
$262K - $303K
|
2.43K
$910K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
184+ 18.22% |
$66.3K - $76.7K
|
1.19K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-270- 4.25% |
$97.3K - $113K
|
6.09K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.7KNew |
$611K - $707K
|
1.7K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 3.55% |
$56.6K - $65.5K
|
4.26K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
611+ 11.6% |
$220K - $255K
|
5.88K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 1.29% |
$1.44K - $1.67K
|
306
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 1.88% |
$30.6K - $35.4K
|
4.6K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
59.8K+ 54.03% |
$21.6M - $24.9M
|
171K
$64M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-96- 8.96% |
$34.6K - $40K
|
975
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-121- 5.41% |
$43.6K - $50.4K
|
2.12K
$793K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
78+ 9.43% |
$28.1K - $32.5K
|
905
$339K
|