Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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
Jun 13, 2024 Q1 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
630
New
$176K - $231K
630 $215K
May 10, 2024 Q1 2024
Lazard Freres Gestion S.A.S.

BUY
 -
630
New
$176K - $231K
630 $215K
May 14, 2024 Q1 2024
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
625
New
$174K - $229K
625 $213K
Apr 18, 2024 Q1 2024
Buffington Mohr Mc Neal

BUY
 -
625
New
$174K - $229K
625 $213K
Apr 19, 2024 Q1 2024
Kwb Wealth

Redlands, CA
BUY
 -
620
New
$173K - $227K
620 $211K
Apr 12, 2024 Q1 2024
Bourne Lent Asset Management Inc

BUY
 -
618
New
$172K - $226K
618 $211K
May 15, 2024 Q1 2024
Capital Counsel LLC

New York, NY
BUY
 -
611
New
$170K - $224K
611 $208K
May 10, 2024 Q1 2024
Unison Asset Management LLC

BUY
 -
606
New
$169K - $222K
606 $207K
Apr 22, 2024 Q1 2024
Peak Financial Management, Inc.

BUY
 -
600
New
$167K - $220K
600 $205K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
598
+ 3.89%
$167K - $219K
16K $5.45M
May 06, 2024 Q1 2024
Novare Capital Management LLC

BUY
 -
568
+ 34.59%
$158K - $208K
2.21K $754K
Apr 12, 2024 Q1 2024
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
445
+ 7.53%
$124K - $163K
6.36K $2.17M
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
370
+ 21.54%
$103K - $136K
2.09K $712K
May 09, 2024 Q1 2024
Nkcfo LLC

BUY
 -
365
New
$102K - $134K
365 $124K
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
354
New
$98.6K - $130K
354 $121K
Apr 01, 2024 Q1 2024
General Partner, Inc.

Pittsburgh, PA
BUY
 -
334
+ 79.9%
$93.1K - $122K
752 $256K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
299
New
$83.3K - $110K
299 $102K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
278
+ 3475.0%
$77.5K - $102K
286 $97.5K
May 08, 2024 Q1 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
217
+ 9.64%
$60.5K - $79.5K
2.47K $841K
May 10, 2024 Q1 2024
Lynwood Capital Management Inc.

BUY
 -
200
New
$55.7K - $73.3K
200 $68.2K
Apr 01, 2024 Q1 2024
A.P. Gilfoyle & Co., L.P.

San Francisco, CA
BUY
 -
200
New
$55.7K - $73.3K
200 $68.2K
May 01, 2024 Q1 2024
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
181
+ 23.82%
$50.4K - $66.3K
941 $321K
May 14, 2024 Q1 2024
Srb Corp

Boston, MA
BUY
 -
167
+ 8.29%
$46.5K - $61.2K
2.18K $744K
Apr 30, 2024 Q1 2024
Drexel Morgan & Co.

Radnor, PA
BUY
 -
140
+ 0.5%
$39K - $51.3K
27.9K $9.51M
Apr 25, 2024 Q1 2024
Friedenthal Financial

BUY
 -
140
New
$39K - $51.3K
140 $47.7K
Apr 19, 2024 Q1 2024
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
129
New
$35.9K - $47.3K
129 $44K
May 07, 2024 Q1 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 CALL
100
New
$27.9K - $36.6K
100 $34.1K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 PUT
100
New
$27.9K - $36.6K
100 $34.1K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
100
+ 40.0%
$27.9K - $36.6K
350 $119K
May 03, 2024 Q1 2024
Team Hewins, LLC

Redwood City, CA
BUY
 -
95
+ 3.62%
$26.5K - $34.8K
2.72K $926K
Apr 30, 2024 Q1 2024
Beam Wealth Advisors, Inc.

BUY
 -
90
+ 10.86%
$25.1K - $33K
919 $313K
Apr 09, 2024 Q1 2024
Montecito Bank & Trust

BUY
 -
83
+ 2.63%
$23.1K - $30.4K
3.24K $1.1M
Apr 30, 2024 Q1 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
79
New
$22K - $28.9K
79 $26.9K
Apr 12, 2024 Q1 2024
Thompson Investment Management, Inc.

BUY
 -
75
New
$20.9K - $27.5K
75 $25.6K
Apr 17, 2024 Q1 2024
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
72
+ 7.27%
$20.1K - $26.4K
1.06K $362K
Apr 12, 2024 Q1 2024
Crane Advisory, LLC

Fullerton, CA
BUY
 -
70
+ 7.42%
$19.5K - $25.7K
1.01K $346K
Apr 16, 2024 Q1 2024
Norwood Financial Corp

BUY
 -
59
+ 1.42%
$16.4K - $21.6K
4.2K $1.43M
Apr 25, 2024 Q1 2024
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
56
+ 4.58%
$15.6K - $20.5K
1.28K $436K
May 14, 2024 Q1 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
50
+ 25.0%
$13.9K - $18.3K
250 $85.3K
Apr 15, 2024 Q1 2024
Iam Advisory, LLC

BUY
 -
45
+ 1.14%
$12.5K - $16.5K
3.98K $1.36M
Apr 01, 2024 Q1 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
40
New
$11.1K - $14.7K
40 $13.6K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
30
New
$8.36K - $11K
30 $10.2K
May 15, 2024 Q1 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
20
+ 1.78%
$5.57K - $7.33K
1.15K $390K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
20
+ 1.14%
$5.57K - $7.33K
1.78K $607K
Feb 05, 2025 Q1 2024
Mma Asset Management LLC

New York, NY
BUY
 -
16
New
$4.46K - $5.86K
16 $5.46K
Apr 26, 2024 Q1 2024
Nadler Financial Group, Inc.

BUY
 -
13
+ 0.91%
$3.62K - $4.76K
1.45K $493K
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
11
New
$3.06K - $4.03K
11 $3.75K
May 14, 2024 Q1 2024
Pinpoint Asset Management LTD

Hong Kong, K3
BUY
 -
3
New
$836 - $1.1K
3 $1.02K
May 13, 2024 Q1 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
3
+ 0.65%
$836 - $1.1K
468 $160K

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