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 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.6% |
$321 - $379
|
168
$61.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.55% |
$321 - $379
|
183
$66.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.52% |
$321 - $379
|
67
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$321 - $379
|
1.11K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.05% |
$321 - $379
|
2.16K
$786K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$321 - $379
|
862
$314K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$321 - $379
|
1.79K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
398KNew |
$111M - $146M
|
398K
$145M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
101KNew |
$28.3M - $37.2M
|
101K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
68.4K+ 2476.44% |
$19.1M - $25.1M
|
71.2K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.5K+ 68.78% |
$10.7M - $14.1M
|
94.4K
$34.4M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
37.6K+ 4152.87% |
$10.5M - $13.8M
|
38.5K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
PUT |
35KNew |
$9.75M - $12.8M
|
35K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
24.4KNew |
$6.8M - $8.94M
|
24.4K
$8.88M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.2K+ 73.69% |
$4.23M - $5.57M
|
35.8K
$13M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
15KNew |
$4.18M - $5.5M
|
15K
$5.46M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
12.2KNew |
$3.4M - $4.47M
|
12.2K
$4.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$1.91M - $2.51M
|
6.84K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.67K+ 117.48% |
$1.86M - $2.44M
|
12.3K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$1.41M - $1.85M
|
5.05K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.64KNew |
$1.29M - $1.7M
|
4.64K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4.5K+ 900.0% |
$1.25M - $1.65M
|
5K
$1.82M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$1.11M - $1.45M
|
3.97K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$965K - $1.27M
|
3.47K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.43KNew |
$954K - $1.26M
|
3.43K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.03KNew |
$844K - $1.11M
|
3.03K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.01KNew |
$840K - $1.1M
|
3.01K
$1.1M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.94KNew |
$819K - $1.08M
|
2.94K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.64K+ 386.82% |
$736K - $968K
|
3.33K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.59KNew |
$722K - $950K
|
2.59K
$943K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 37.49% |
$693K - $912K
|
9.12K
$3.32M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 31.97% |
$662K - $870K
|
9.8K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
2.27KNew |
$633K - $833K
|
2.27K
$827K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
2.2KNew |
$613K - $806K
|
2.2K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
2KNew |
$557K - $733K
|
2K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.8KNew |
$502K - $660K
|
1.8K
$655K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.78KNew |
$495K - $650K
|
1.78K
$646K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.69KNew |
$470K - $618K
|
1.69K
$614K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65KNew |
$459K - $604K
|
1.65K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.61KNew |
$448K - $590K
|
1.61K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.43KNew |
$398K - $524K
|
1.43K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.39KNew |
$387K - $509K
|
1.39K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.11KNew |
$308K - $405K
|
1.11K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.05KNew |
$294K - $386K
|
1.05K
$384K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.04KNew |
$289K - $380K
|
1.04K
$377K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1KNew |
$279K - $366K
|
1K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
1KNew |
$279K - $366K
|
1K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 400.0% |
$279K - $366K
|
1.25K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1KNew |
$279K - $366K
|
1K
$364K
|
|