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 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 6.41% |
$47.5K - $58.7K
|
2.49K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
150+ 5.28% |
$47.5K - $58.7K
|
2.99K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
150+ 5.45% |
$47.5K - $58.7K
|
2.9K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
149+ 1.58% |
$47.2K - $58.3K
|
9.56K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
149+ 3.73% |
$47.2K - $58.3K
|
4.15K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
147+ 6.62% |
$46.6K - $57.5K
|
2.37K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$45.9K - $56.7K
|
145
$54.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
145+ 0.88% |
$45.9K - $56.7K
|
16.7K
$6.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
145+ 7.83% |
$45.9K - $56.7K
|
2K
$751K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
143+ 4.25% |
$45.3K - $55.9K
|
3.5K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
142+ 0.29% |
$45K - $55.5K
|
49K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
142+ 3.17% |
$45K - $55.5K
|
4.63K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
141+ 0.53% |
$44.7K - $55.1K
|
27K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
141+ 9.43% |
$44.7K - $55.1K
|
1.64K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
140+ 5.99% |
$44.4K - $54.8K
|
2.48K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
140+ 40.11% |
$44.4K - $54.8K
|
489
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
139+ 18.29% |
$44K - $54.4K
|
899
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
138+ 3.76% |
$43.7K - $54K
|
3.81K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
137+ 20.73% |
$43.4K - $53.6K
|
798
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
136+ 5.13% |
$43.1K - $53.2K
|
2.79K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
136+ 14.75% |
$43.1K - $53.2K
|
1.06K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
135+ 2.82% |
$42.8K - $52.8K
|
4.92K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$42.8K - $52.8K
|
135
$50.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 9.9% |
$42.8K - $52.8K
|
1.5K
$563K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
133+ 13.01% |
$42.1K - $52K
|
1.16K
$434K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
130+ 11.79% |
$41.2K - $50.8K
|
1.23K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
128+ 3.26% |
$40.6K - $50.1K
|
4.06K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
126+ 2.64% |
$39.9K - $49.3K
|
4.9K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
126+ 0.48% |
$39.9K - $49.3K
|
26.5K
$9.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 3.34% |
$39.9K - $49.3K
|
3.9K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
126+ 2.98% |
$39.9K - $49.3K
|
4.35K
$1.64M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
125+ 2.7% |
$39.6K - $48.9K
|
4.76K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
125+ 2.26% |
$39.6K - $48.9K
|
5.65K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
125+ 2.04% |
$39.6K - $48.9K
|
6.25K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
124+ 11.95% |
$39.3K - $48.5K
|
1.16K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
124+ 5.66% |
$39.3K - $48.5K
|
2.31K
$869K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
124+ 15.03% |
$39.3K - $48.5K
|
949
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
123+ 12.41% |
$39K - $48.1K
|
1.11K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
123+ 2.15% |
$39K - $48.1K
|
5.83K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
123+ 1.71% |
$39K - $48.1K
|
7.31K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
123+ 17.77% |
$39K - $48.1K
|
815
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122+ 1.79% |
$38.6K - $47.7K
|
6.94K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
122+ 2.3% |
$38.6K - $47.7K
|
5.42K
$2.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
122+ 3.56% |
$38.6K - $47.7K
|
3.55K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121+ 3.45% |
$38.3K - $47.3K
|
3.63K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
121+ 0.54% |
$38.3K - $47.3K
|
22.4K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
119+ 13.69% |
$37.7K - $46.5K
|
988
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
119+ 2.82% |
$37.7K - $46.5K
|
4.35K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
118+ 1.02% |
$37.4K - $46.2K
|
11.7K
$4.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
118+ 1.11% |
$37.4K - $46.2K
|
10.7K
$4.02M
|