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 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
259+ 0.62% |
$82.1K - $101K
|
42.1K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
253+ 34.05% |
$80.2K - $99K
|
996
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250+ 33.88% |
$79.2K - $97.8K
|
988
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
250+ 1.66% |
$79.2K - $97.8K
|
15.3K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
250+ 3.15% |
$79.2K - $97.8K
|
8.19K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 4.04% |
$79.2K - $97.8K
|
6.44K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
250+ 68.68% |
$79.2K - $97.8K
|
614
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
248+ 6.78% |
$78.6K - $97K
|
3.91K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
248+ 26.41% |
$78.6K - $97K
|
1.19K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
246+ 10.06% |
$77.9K - $96.2K
|
2.69K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
245+ 12.35% |
$77.6K - $95.8K
|
2.23K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
237+ 11.22% |
$75.1K - $92.7K
|
2.35K
$883K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
236+ 2.32% |
$74.8K - $92.3K
|
10.4K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
236+ 18.14% |
$74.8K - $92.3K
|
1.54K
$578K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
232+ 37.3% |
$73.5K - $90.7K
|
854
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
232+ 0.41% |
$73.5K - $90.7K
|
56.8K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
229+ 1.03% |
$72.5K - $89.6K
|
22.5K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
229+ 20.52% |
$72.5K - $89.6K
|
1.35K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
227+ 2.77% |
$71.9K - $88.8K
|
8.42K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
225+ 7.53% |
$71.3K - $88K
|
3.21K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
224+ 0.96% |
$71K - $87.6K
|
23.7K
$8.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
223+ 1.7% |
$70.6K - $87.2K
|
13.4K
$5.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
222+ 1.03% |
$70.3K - $86.8K
|
21.7K
$8.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
221+ 22.64% |
$70K - $86.4K
|
1.2K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
221+ 7.24% |
$70K - $86.4K
|
3.27K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
220+ 31.88% |
$69.7K - $86K
|
910
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
215+ 8.81% |
$68.1K - $84.1K
|
2.66K
$998K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
215+ 1.91% |
$68.1K - $84.1K
|
11.5K
$4.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
215+ 0.54% |
$68.1K - $84.1K
|
40.2K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
214+ 3.81% |
$67.8K - $83.7K
|
5.83K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
214+ 30.14% |
$67.8K - $83.7K
|
924
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
211New |
$66.8K - $82.5K
|
211
$79.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
207+ 10.59% |
$65.6K - $81K
|
2.16K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
206+ 234.09% |
$65.3K - $80.6K
|
294
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 5.37% |
$65.3K - $80.6K
|
4.04K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
205+ 15.75% |
$64.9K - $80.2K
|
1.51K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
203+ 17.82% |
$64.3K - $79.4K
|
1.34K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
201+ 1.57% |
$63.7K - $78.6K
|
13K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 10.16% |
$63.4K - $78.2K
|
2.17K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 17.83% |
$63.4K - $78.2K
|
1.32K
$497K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
200+ 6.79% |
$63.4K - $78.2K
|
3.14K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 0.54% |
$63.4K - $78.2K
|
37.4K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
200+ 11.35% |
$63.4K - $78.2K
|
1.96K
$737K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 21.46% |
$63.4K - $78.2K
|
1.13K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
199+ 9.23% |
$63K - $77.8K
|
2.36K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
198+ 12.12% |
$62.7K - $77.4K
|
1.83K
$688K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
197+ 1.36% |
$62.4K - $77.1K
|
14.7K
$5.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
197+ 20.54% |
$62.4K - $77.1K
|
1.16K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
196+ 2.04% |
$62.1K - $76.7K
|
9.82K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
195+ 8.37% |
$61.8K - $76.3K
|
2.53K
$949K
|