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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
108+ 0.99% |
$26K - $31.2K
|
11K
$4.14M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
85+ 14.17% |
$20.4K - $24.5K
|
685
$257K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
67+ 69.07% |
$16.1K - $19.3K
|
164
$61.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
65New |
$15.6K - $18.8K
|
65
$24.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
54+ 0.58% |
$13K - $15.6K
|
9.3K
$3.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
53New |
$12.8K - $15.3K
|
53
$19.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
41+ 1.34% |
$9.86K - $11.8K
|
3.11K
$1.17M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
38+ 20.0% |
$9.14K - $11K
|
228
$85.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$6.98K - $8.37K
|
29
$10.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
27+ 12.33% |
$6.5K - $7.79K
|
246
$92.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
26New |
$6.26K - $7.5K
|
26
$9.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5+ 0.44% |
$1.2K - $1.44K
|
1.13K
$425K
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5+ 0.43% |
$1.2K - $1.44K
|
1.17K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$481 - $577
|
2
$752
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.41% |
$481 - $577
|
490
$184K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.87% |
$241 - $289
|
116
$43.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.09% |
$241 - $289
|
1.16K
$436K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
661K+ 22135.25% |
$136M - $164M
|
664K
$250M
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
100KNew |
$20.6M - $24.8M
|
100K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
55KNew |
$11.3M - $13.6M
|
55K
$20.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
39.4KNew |
$8.1M - $9.75M
|
39.4K
$14.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.2KNew |
$3.95M - $4.75M
|
19.2K
$7.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
17.5KNew |
$3.6M - $4.33M
|
17.5K
$6.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
13.9KNew |
$2.87M - $3.45M
|
13.9K
$5.24M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.8K+ 178.6% |
$2.43M - $2.92M
|
18.4K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.8KNew |
$2.21M - $2.66M
|
10.8K
$4.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
9.6KNew |
$1.98M - $2.38M
|
9.6K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.3KNew |
$1.3M - $1.56M
|
6.3K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.22KNew |
$1.28M - $1.54M
|
6.22K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.36KNew |
$1.1M - $1.33M
|
5.36K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.77KNew |
$982K - $1.18M
|
4.77K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3KNew |
$617K - $743K
|
3K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 35.85% |
$350K - $421K
|
6.44K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.62KNew |
$333K - $400K
|
1.62K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.45KNew |
$299K - $359K
|
1.45K
$545K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.34KNew |
$277K - $333K
|
1.34K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.17KNew |
$241K - $290K
|
1.17K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
932New |
$192K - $231K
|
932
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
900+ 225.0% |
$185K - $223K
|
1.3K
$489K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
900+ 900.0% |
$185K - $223K
|
1K
$376K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
867New |
$178K - $215K
|
867
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
821New |
$169K - $203K
|
821
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
741New |
$152K - $184K
|
741
$278K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
557New |
$115K - $138K
|
557
$209K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
431New |
$88.7K - $107K
|
431
$162K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
238+ 2.16% |
$49K - $58.9K
|
11.3K
$4.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
213+ 4.03% |
$43.8K - $52.8K
|
5.5K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
210+ 20.31% |
$43.2K - $52K
|
1.24K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195+ 28.93% |
$40.1K - $48.3K
|
869
$327K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
152+ 22.03% |
$31.3K - $37.6K
|
842
$316K
|
|