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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
194+ 20.97% |
$61.5K - $75.9K
|
1.12K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
191+ 6.36% |
$60.5K - $74.7K
|
3.19K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
191+ 4.72% |
$60.5K - $74.7K
|
4.24K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
189+ 5.9% |
$59.9K - $73.9K
|
3.4K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
189+ 8.23% |
$59.9K - $73.9K
|
2.49K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
188+ 0.95% |
$59.6K - $73.5K
|
20K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
187+ 0.27% |
$59.2K - $73.1K
|
70K
$26.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
187+ 8.37% |
$59.2K - $73.1K
|
2.42K
$909K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
186+ 3.07% |
$58.9K - $72.7K
|
6.24K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
186+ 27.76% |
$58.9K - $72.7K
|
856
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
186+ 10.37% |
$58.9K - $72.7K
|
1.98K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
185+ 19.41% |
$58.6K - $72.4K
|
1.14K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
183+ 3.78% |
$58K - $71.6K
|
5.03K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
183+ 1.15% |
$58K - $71.6K
|
16.1K
$6.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182+ 2.86% |
$57.7K - $71.2K
|
6.55K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
181+ 17.22% |
$57.3K - $70.8K
|
1.23K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180+ 0.79% |
$57K - $70.4K
|
22.8K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
179+ 1.37% |
$56.7K - $70K
|
13.3K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
177+ 7.69% |
$56.1K - $69.2K
|
2.48K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
177+ 16.31% |
$56.1K - $69.2K
|
1.26K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 7.77% |
$55.8K - $68.8K
|
2.44K
$917K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
176+ 3.09% |
$55.8K - $68.8K
|
5.88K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
172+ 23.76% |
$54.5K - $67.3K
|
896
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
171+ 2.41% |
$54.2K - $66.9K
|
7.27K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.45% |
$53.9K - $66.5K
|
5.1K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
170+ 11.13% |
$53.9K - $66.5K
|
1.7K
$638K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 19.36% |
$53.9K - $66.5K
|
1.05K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
169+ 25.38% |
$53.5K - $66.1K
|
835
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
166+ 2.99% |
$52.6K - $64.9K
|
5.72K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
165+ 5.88% |
$52.3K - $64.5K
|
2.97K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
165+ 0.86% |
$52.3K - $64.5K
|
19.3K
$7.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
163+ 6.21% |
$51.6K - $63.8K
|
2.79K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
162+ 10.53% |
$51.3K - $63.4K
|
1.7K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
162+ 2.88% |
$51.3K - $63.4K
|
5.78K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
160+ 2.85% |
$50.7K - $62.6K
|
5.78K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
159+ 7.09% |
$50.4K - $62.2K
|
2.4K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
158+ 5.63% |
$50.1K - $61.8K
|
2.97K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
157+ 2.5% |
$49.7K - $61.4K
|
6.45K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
157+ 0.92% |
$49.7K - $61.4K
|
17.2K
$6.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 3.22% |
$49.4K - $61K
|
5.01K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
156+ 1.68% |
$49.4K - $61K
|
9.46K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
156+ 11.7% |
$49.4K - $61K
|
1.49K
$560K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
156+ 23.32% |
$49.4K - $61K
|
825
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
156+ 1.42% |
$49.4K - $61K
|
11.2K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
154+ 3.93% |
$48.8K - $60.2K
|
4.08K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
153+ 18.59% |
$48.5K - $59.8K
|
976
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
152+ 6.84% |
$48.2K - $59.5K
|
2.37K
$892K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
152+ 15.9% |
$48.2K - $59.5K
|
1.11K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
151+ 4.38% |
$47.8K - $59.1K
|
3.6K
$1.35M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
150+ 9.74% |
$47.5K - $58.7K
|
1.69K
$635K
|