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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$200K - $284K
|
1.17K
$439K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$431K
|
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$192K - $272K
|
1.12K
$421K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$189K - $268K
|
1.1K
$414K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$395K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$395K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.02KNew |
$175K - $248K
|
1.02K
$384K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1KNew |
$172K - $244K
|
1K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$171K - $243K
|
1K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
995New |
$170K - $242K
|
995
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
969New |
$166K - $236K
|
969
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
950New |
$163K - $231K
|
950
$357K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
928New |
$159K - $226K
|
928
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
928New |
$159K - $226K
|
928
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
925New |
$158K - $225K
|
925
$348K
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
908New |
$155K - $221K
|
908
$341K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
900New |
$154K - $219K
|
900
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
877New |
$150K - $213K
|
877
$330K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
876New |
$150K - $213K
|
876
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
869+ 12.73% |
$149K - $211K
|
7.7K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
844New |
$145K - $205K
|
844
$317K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
837New |
$143K - $204K
|
837
$315K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
465New |
$79.6K - $113K
|
465
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
410+ 112.02% |
$70.2K - $99.7K
|
776
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
390New |
$66.8K - $94.8K
|
390
$147K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
358New |
$61.3K - $87K
|
358
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
344New |
$58.9K - $83.6K
|
344
$129K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
313New |
$53.6K - $76.1K
|
313
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
258New |
$44.2K - $62.7K
|
258
$97K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
243+ 3.18% |
$41.6K - $59.1K
|
7.88K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
200New |
$34.2K - $48.6K
|
200
$75.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
172+ 8.49% |
$29.5K - $41.8K
|
2.2K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
123New |
$21.1K - $29.9K
|
123
$46.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$17.1K - $24.3K
|
100
$37.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
100New |
$17.1K - $24.3K
|
100
$37.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$17.1K - $24.3K
|
100
$37.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
83+ 2.52% |
$14.2K - $20.2K
|
3.38K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
81New |
$13.9K - $19.7K
|
81
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
43+ 3.13% |
$7.36K - $10.5K
|
1.42K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
42+ 1.57% |
$7.19K - $10.2K
|
2.71K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
41New |
$7.02K - $9.97K
|
41
$15.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40+ 133.33% |
$6.85K - $9.73K
|
70
$26.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
34+ 1.84% |
$5.82K - $8.27K
|
1.88K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.97K - $7.05K
|
29
$10.9K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$4.28K - $6.08K
|
25
$9.4K
|