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 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85+ 11.41% |
$26.9K - $33.2K
|
830
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
85+ 9.68% |
$26.9K - $33.2K
|
963
$362K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
83+ 1.32% |
$26.3K - $32.5K
|
6.36K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 4.03% |
$26.3K - $32.5K
|
2.14K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
82+ 3.0% |
$26K - $32.1K
|
2.81K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
82+ 3.69% |
$26K - $32.1K
|
2.31K
$867K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
81+ 0.65% |
$25.7K - $31.7K
|
12.5K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
81+ 1.56% |
$25.7K - $31.7K
|
5.27K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 2.7% |
$25.7K - $31.7K
|
3.08K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 1.58% |
$25.7K - $31.7K
|
5.22K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 1.25% |
$25.7K - $31.7K
|
6.57K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
80+ 1.25% |
$25.3K - $31.3K
|
6.46K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
80+ 7.73% |
$25.3K - $31.3K
|
1.12K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
80+ 10.18% |
$25.3K - $31.3K
|
866
$325K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
80+ 8.13% |
$25.3K - $31.3K
|
1.06K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
79+ 5.43% |
$25K - $30.9K
|
1.53K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
78+ 0.67% |
$24.7K - $30.5K
|
11.7K
$4.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
78+ 0.74% |
$24.7K - $30.5K
|
10.6K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.06% |
$24.4K - $30.1K
|
129K
$48.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
77+ 8.25% |
$24.4K - $30.1K
|
1.01K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
76+ 0.96% |
$24.1K - $29.7K
|
8.03K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
76+ 8.76% |
$24.1K - $29.7K
|
944
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 2.47% |
$24.1K - $29.7K
|
3.16K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
75+ 0.68% |
$23.8K - $29.3K
|
11.1K
$4.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
75+ 15.21% |
$23.8K - $29.3K
|
568
$213K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.56% |
$23.4K - $28.9K
|
4.82K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 3.01% |
$23.4K - $28.9K
|
2.54K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
73+ 0.53% |
$23.1K - $28.6K
|
13.7K
$5.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
73+ 4.32% |
$23.1K - $28.6K
|
1.76K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 9.18% |
$22.8K - $28.2K
|
856
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.44% |
$22.5K - $27.8K
|
16.1K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.64% |
$22.5K - $27.8K
|
11.2K
$4.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
71+ 3.32% |
$22.5K - $27.8K
|
2.21K
$829K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
71+ 7.1% |
$22.5K - $27.8K
|
1.07K
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
71+ 6.1% |
$22.5K - $27.8K
|
1.23K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$21.9K - $27K
|
7.63K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
68+ 0.49% |
$21.5K - $26.6K
|
13.8K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
68+ 2.82% |
$21.5K - $26.6K
|
2.48K
$931K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
68+ 0.73% |
$21.5K - $26.6K
|
9.4K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
67+ 0.36% |
$21.2K - $26.2K
|
18.7K
$7.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
67+ 4.75% |
$21.2K - $26.2K
|
1.48K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
66+ 6.53% |
$20.9K - $25.8K
|
1.08K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
66+ 2.81% |
$20.9K - $25.8K
|
2.41K
$907K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
66+ 2.12% |
$20.9K - $25.8K
|
3.19K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
64+ 3.81% |
$20.3K - $25K
|
1.74K
$655K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
63+ 6.5% |
$20K - $24.6K
|
1.03K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
63+ 0.66% |
$20K - $24.6K
|
9.59K
$3.6M
|