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 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.15% |
$2.22K - $2.74K
|
4.65K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.42% |
$2.22K - $2.74K
|
1.67K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.6% |
$2.22K - $2.74K
|
1.18K
$430K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.33% |
$2.22K - $2.74K
|
2.16K
$785K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 42.86% |
$1.9K - $2.35K
|
20
$7.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
6+ 0.65% |
$1.9K - $2.35K
|
932
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.34% |
$1.9K - $2.35K
|
1.75K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6+ 0.56% |
$1.9K - $2.35K
|
1.08K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.99% |
$1.9K - $2.35K
|
610
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.94% |
$1.9K - $2.35K
|
645
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6+ 0.72% |
$1.9K - $2.35K
|
845
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.3% |
$1.9K - $2.35K
|
1.99K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$1.9K - $2.35K
|
4.37K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.33% |
$1.9K - $2.35K
|
1.85K
$672K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
6+ 0.85% |
$1.9K - $2.35K
|
708
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6+ 0.48% |
$1.9K - $2.35K
|
1.26K
$458K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
6+ 2.45% |
$1.9K - $2.35K
|
251
$91.3K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5+ 0.12% |
$1.58K - $1.96K
|
4.16K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.17% |
$1.58K - $1.96K
|
2.88K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5+ 0.17% |
$1.58K - $1.96K
|
2.98K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.26% |
$1.58K - $1.96K
|
1.91K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5+ 0.06% |
$1.58K - $1.96K
|
8.33K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
5+ 0.12% |
$1.58K - $1.96K
|
4.15K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.73% |
$1.58K - $1.96K
|
694
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.55% |
$1.58K - $1.96K
|
327
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.19% |
$1.58K - $1.96K
|
2.67K
$970K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.06% |
$1.58K - $1.96K
|
9.09K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.33% |
$1.58K - $1.96K
|
1.53K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.36% |
$1.58K - $1.96K
|
1.4K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.25% |
$1.58K - $1.96K
|
2.02K
$735K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.58K - $1.96K
|
1.8K
$656K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5+ 0.56% |
$1.58K - $1.96K
|
902
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5+ 3.82% |
$1.58K - $1.96K
|
136
$49.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 1.77% |
$1.58K - $1.96K
|
288
$105K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.58K - $1.96K
|
6.42K
$2.33M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.43% |
$1.27K - $1.56K
|
932
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
4+ 0.65% |
$1.27K - $1.56K
|
620
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.14% |
$1.27K - $1.56K
|
2.77K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.25% |
$1.27K - $1.56K
|
1.59K
$579K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4+ 0.19% |
$1.27K - $1.56K
|
2.06K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4+ 0.05% |
$1.27K - $1.56K
|
8.07K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 2.05% |
$1.27K - $1.56K
|
199
$72.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.56K
$567K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.21% |
$1.27K - $1.56K
|
335
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.27K - $1.56K
|
1.04K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.21% |
$1.27K - $1.56K
|
1.87K
$682K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 8.7% |
$1.27K - $1.56K
|
50
$18.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4+ 0.23% |
$1.27K - $1.56K
|
1.74K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.53K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4+ 0.12% |
$1.27K - $1.56K
|
3.34K
$1.21M
|