Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
685
+ 4.92%
$217K - $268K
14.6K $5.49M
Oct 22, 2024 Q3 2024
Segment Wealth Management, LLC

BUY
 -
685
+ 1.71%
$217K - $268K
40.7K $15.3M
Oct 16, 2024 Q3 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
684
+ 3.36%
$217K - $268K
21K $7.9M
Oct 31, 2024 Q3 2024
Seeds Investor LLC

New York, NY
BUY
 -
681
New
$216K - $266K
681 $256K
Nov 14, 2024 Q3 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
678
+ 2.33%
$215K - $265K
29.8K $11.2M
Oct 08, 2024 Q3 2024
Wedmont Private Capital

BUY
 -
672
+ 10.88%
$213K - $263K
6.85K $2.57M
Oct 31, 2024 Q3 2024
Willis Johnson & Associates, Inc.

BUY
 -
665
New
$211K - $260K
665 $250K
Nov 06, 2024 Q3 2024
Omnia Family Wealth, LLC

BUY
 -
662
New
$210K - $259K
662 $249K
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
660
+ 7.41%
$209K - $258K
9.57K $3.6M
Nov 14, 2024 Q3 2024
Nia Impact Advisors, LLC

BUY
 -
651
New
$206K - $255K
651 $245K
Nov 06, 2024 Q3 2024
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
647
+ 10.82%
$205K - $253K
6.63K $2.49M
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
646
+ 1.54%
$205K - $253K
42.6K $16M
Oct 18, 2024 Q3 2024
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
646
New
$205K - $253K
646 $243K
Oct 10, 2024 Q3 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
642
New
$203K - $251K
642 $241K
Oct 08, 2024 Q3 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
640
New
$203K - $250K
640 $241K
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
639
+ 13.28%
$202K - $250K
5.45K $2.05M
Oct 15, 2024 Q3 2024
Cranbrook Wealth Management, LLC

BUY
 -
626
+ 40.49%
$198K - $245K
2.17K $816K
Nov 14, 2024 Q3 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
622
New
$197K - $243K
622 $234K
Nov 14, 2024 Q3 2024
Capital Markets Trading Uk LLP

London, X0
BUY
 -
621
New
$197K - $243K
621 $233K
Oct 21, 2024 Q3 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
621
New
$197K - $243K
621 $233K
Nov 04, 2024 Q3 2024
Meritage Portfolio Management

BUY
 -
619
New
$196K - $242K
619 $233K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
617
+ 18.81%
$195K - $241K
3.9K $1.46M
Nov 14, 2024 Q3 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
615
New
$195K - $241K
615 $231K
Dec 13, 2024 Q3 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
612
+ 75.93%
$194K - $239K
1.42K $533K
Oct 04, 2024 Q3 2024
Burns J W & CO Inc

BUY
 -
610
+ 32.19%
$193K - $239K
2.51K $941K
Oct 04, 2024 Q3 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
604
New
$191K - $236K
604 $227K
Nov 13, 2024 Q3 2024
Crestline Management, LP

Fort Worth, TX
BUY
 -
600
New
$190K - $235K
600 $225K
Nov 08, 2024 Q3 2024
One River Asset Management, LLC

Stamford, CT
BUY
 PUT
600
New
$190K - $235K
600 $225K
Oct 31, 2024 Q3 2024
Baugh & Associates, LLC

BUY
 -
600
New
$190K - $235K
600 $225K
Oct 24, 2024 Q3 2024
Smith Group Asset Management, LLC

Dallas, TX
BUY
 -
600
New
$190K - $235K
600 $225K
Oct 08, 2024 Q3 2024
Osher Van De Voorde Investment Management

BUY
 -
600
New
$190K - $235K
600 $225K
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
600
New
$190K - $235K
600 $225K
Nov 14, 2024 Q3 2024
Acorns Advisers, LLC

Irvine, CA
BUY
 -
598
New
$189K - $234K
598 $225K
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
598
New
$189K - $234K
598 $225K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
598
+ 6.77%
$189K - $234K
9.43K $3.54M
Oct 31, 2024 Q3 2024
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
597
New
$189K - $233K
597 $224K
Oct 30, 2024 Q3 2024
Clarity Financial LLC

BUY
 -
597
New
$189K - $233K
597 $224K
Oct 10, 2024 Q3 2024
Rfg Holdings, Inc.

BUY
 -
596
New
$189K - $233K
596 $224K
Oct 29, 2024 Q3 2024
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
595
New
$188K - $233K
595 $224K
Nov 06, 2024 Q3 2024
Intelligence Driven Advisers, LLC

BUY
 -
593
New
$188K - $232K
593 $223K
Nov 15, 2024 Q3 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
592
New
$188K - $232K
592 $222K
Nov 12, 2024 Q3 2024
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
590
+ 4.93%
$187K - $231K
12.6K $4.72M
Nov 06, 2024 Q3 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
590
New
$187K - $231K
590 $222K
Oct 11, 2024 Q3 2024
Occidental Asset Management, LLC

BUY
 -
589
+ 5.7%
$187K - $230K
10.9K $4.1M
Oct 18, 2024 Q3 2024
Warren Street Wealth Advisors, LLC

BUY
 -
588
New
$186K - $230K
588 $221K
Nov 14, 2024 Q3 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
587
New
$186K - $230K
587 $221K
Oct 15, 2024 Q3 2024
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
585
New
$185K - $229K
585 $220K
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
584
+ 2.33%
$185K - $228K
25.6K $9.63M
Oct 28, 2024 Q3 2024
Forth Right Wealth Management, LLC

BUY
 -
584
New
$185K - $228K
584 $219K

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT