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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.79% |
$17K - $20.1K
|
6.72K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$18.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 4.1% |
$16.1K - $19K
|
1.27K
$462K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$18.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
48New |
$15.4K - $18.2K
|
48
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
45+ 1.93% |
$14.5K - $17.1K
|
2.37K
$863K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
39+ 18.48% |
$12.5K - $14.8K
|
250
$91K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 21.47% |
$12.2K - $14.4K
|
215
$78.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38+ 2.51% |
$12.2K - $14.4K
|
1.55K
$565K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
29+ 3.41% |
$9.32K - $11K
|
880
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28+ 2.55% |
$9K - $10.6K
|
1.13K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
28New |
$9K - $10.6K
|
28
$10.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
27+ 4.09% |
$8.68K - $10.2K
|
687
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$8.36K - $9.86K
|
26
$9.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
25+ 0.66% |
$8.04K - $9.48K
|
3.81K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 250.0% |
$8.04K - $9.48K
|
35
$12.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 1.88% |
$8.04K - $9.48K
|
1.36K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21+ 2.9% |
$6.75K - $7.97K
|
746
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$6.43K - $7.59K
|
20
$7.28K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18New |
$5.79K - $6.83K
|
18
$6.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.71% |
$4.82K - $5.69K
|
891
$324K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
15+ 0.5% |
$4.82K - $5.69K
|
3.03K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
15+ 2.15% |
$4.82K - $5.69K
|
712
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
14+ 1.02% |
$4.5K - $5.31K
|
1.39K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 5.31% |
$4.18K - $4.93K
|
258
$93.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
11+ 1.69% |
$3.54K - $4.17K
|
661
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 1.12% |
$3.21K - $3.79K
|
902
$328K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 1.59% |
$3.21K - $3.79K
|
638
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$13.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6+ 0.17% |
$1.93K - $2.28K
|
3.53K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.93K - $2.28K
|
6
$2.18K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.94% |
$1.93K - $2.28K
|
643
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
5+ 0.33% |
$1.61K - $1.9K
|
1.51K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 2.58% |
$1.29K - $1.52K
|
159
$57.9K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.6% |
$1.29K - $1.52K
|
667
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 2.14% |
$1.29K - $1.52K
|
191
$69.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.29K - $1.52K
|
1.14K
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
3+ 0.35% |
$964 - $1.14K
|
866
$315K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.71% |
$964 - $1.14K
|
427
$155K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.31% |
$643 - $759
|
637
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$643 - $759
|
15.1K
$5.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$643 - $759
|
2
$728
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 1.8% |
$643 - $759
|
113
$41.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1+ 0.62% |
$321 - $379
|
163
$59.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$321 - $379
|
26
$9.46K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.04% |
$321 - $379
|
2.78K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
1+ 0.07% |
$321 - $379
|
1.41K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$321 - $379
|
3.08K
$1.12M
|