Latest Institutional Purchases of Caterpillar Inc (CAT)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
465+ 1.67% |
$147K - $182K
|
28.3K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
464+ 2.47% |
$147K - $181K
|
19.2K
$7.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
464+ 14.58% |
$147K - $181K
|
3.65K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
460+ 1.37% |
$146K - $180K
|
33.9K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
458+ 7.24% |
$145K - $179K
|
6.79K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
456+ 5.54% |
$144K - $178K
|
8.68K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
452+ 5.56% |
$143K - $177K
|
8.59K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
452+ 8.56% |
$143K - $177K
|
5.73K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
451+ 1.26% |
$143K - $176K
|
36.1K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
450+ 281.25% |
$143K - $176K
|
610
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
450New |
$143K - $176K
|
450
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
450+ 13.21% |
$143K - $176K
|
3.86K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
450+ 4.76% |
$143K - $176K
|
9.89K
$3.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
448+ 40.0% |
$142K - $175K
|
1.57K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
448+ 22.22% |
$142K - $175K
|
2.46K
$926K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
445+ 71.31% |
$141K - $174K
|
1.07K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
444+ 49.01% |
$141K - $174K
|
1.35K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
440+ 1.7% |
$139K - $172K
|
26.3K
$9.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
440+ 22.01% |
$139K - $172K
|
2.44K
$917K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
440+ 24.26% |
$139K - $172K
|
2.25K
$847K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
436+ 27.7% |
$138K - $171K
|
2.01K
$755K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
426+ 3.27% |
$135K - $167K
|
13.5K
$5.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
424+ 0.59% |
$134K - $166K
|
72.8K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
421+ 9.61% |
$133K - $165K
|
4.8K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
420+ 5.82% |
$133K - $164K
|
7.64K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
419+ 32.91% |
$133K - $164K
|
1.69K
$636K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
412+ 8.6% |
$131K - $161K
|
5.2K
$1.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
408+ 117.24% |
$129K - $160K
|
756
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
407+ 15.03% |
$129K - $159K
|
3.12K
$1.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
404+ 2.73% |
$128K - $158K
|
15.2K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 19.91% |
$127K - $157K
|
2.42K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.5% |
$127K - $156K
|
81K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 1.25% |
$127K - $156K
|
32.5K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400+ 8.23% |
$127K - $156K
|
5.26K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
400+ 16.0% |
$127K - $156K
|
2.9K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
397+ 24.37% |
$126K - $155K
|
2.03K
$761K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
397+ 2.3% |
$126K - $155K
|
17.6K
$6.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
390+ 15.79% |
$124K - $153K
|
2.86K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
389+ 8.54% |
$123K - $152K
|
4.95K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
386+ 7.12% |
$122K - $151K
|
5.81K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
386+ 3.23% |
$122K - $151K
|
12.3K
$4.64M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
376+ 2.91% |
$119K - $147K
|
13.3K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
376+ 34.88% |
$119K - $147K
|
1.45K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
370+ 7.07% |
$117K - $145K
|
5.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
365+ 11.81% |
$116K - $143K
|
3.46K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
365+ 0.63% |
$116K - $143K
|
58.3K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
365+ 12.23% |
$116K - $143K
|
3.35K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
357+ 10.7% |
$113K - $140K
|
3.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
356New |
$113K - $139K
|
356
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
350+ 7.22% |
$111K - $137K
|
5.2K
$1.95M
|