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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$4.28K - $6.08K
|
25
$9.4K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
5New |
$856 - $1.22K
|
5
$1.88K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4+ 0.61% |
$685 - $973
|
664
$250K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
38.3KNew |
$6.22M - $7.59M
|
38.3K
$14.4M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
32K+ 400.0% |
$5.2M - $6.34M
|
40K
$15M
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
30KNew |
$4.87M - $5.95M
|
30K
$11.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
14.3KNew |
$2.32M - $2.83M
|
14.3K
$5.37M
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
11.1K+ 37.39% |
$1.81M - $2.21M
|
40.9K
$15.4M
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
9.85KNew |
$1.6M - $1.95M
|
9.85K
$3.7M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.89K+ 211.27% |
$1.44M - $1.76M
|
13.1K
$4.92M
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
6.9K+ 215.63% |
$1.12M - $1.37M
|
10.1K
$3.8M
|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
6.4KNew |
$1.04M - $1.27M
|
6.4K
$2.41M
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
PUT |
6KNew |
$975K - $1.19M
|
6K
$2.25M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.05KNew |
$820K - $1M
|
5.05K
$1.9M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.02K+ 83.84% |
$652K - $796K
|
8.8K
$3.31M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
3KNew |
$488K - $595K
|
3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 1162.78% |
$421K - $514K
|
2.82K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.44K+ 110.17% |
$396K - $483K
|
4.65K
$1.75M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.86KNew |
$301K - $368K
|
1.86K
$697K
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.7KNew |
$276K - $337K
|
1.7K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
1.4KNew |
$227K - $278K
|
1.4K
$526K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.4KNew |
$227K - $278K
|
1.4K
$526K
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.22KNew |
$198K - $242K
|
1.22K
$459K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
301+ 4.91% |
$48.9K - $59.7K
|
6.43K
$2.42M
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
216+ 8.63% |
$35.1K - $42.8K
|
2.72K
$1.02M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$32.5K - $39.7K
|
200
$75.2K
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$32.5K - $39.7K
|
200
$75.2K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
195+ 3.6% |
$31.7K - $38.7K
|
5.61K
$2.11M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
139+ 7.14% |
$22.6K - $27.6K
|
2.09K
$784K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
139New |
$22.6K - $27.6K
|
139
$52.2K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$37.6K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$37.6K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
80+ 5.05% |
$13K - $15.9K
|
1.67K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
77New |
$12.5K - $15.3K
|
77
$28.9K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
72+ 2.64% |
$11.7K - $14.3K
|
2.8K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
70+ 3.21% |
$11.4K - $13.9K
|
2.25K
$847K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
70New |
$11.4K - $13.9K
|
70
$26.3K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
53+ 4.21% |
$8.61K - $10.5K
|
1.31K
$493K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
37+ 19.79% |
$6.01K - $7.34K
|
224
$84.2K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
27+ 14.52% |
$4.39K - $5.35K
|
213
$80K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21+ 13.55% |
$3.41K - $4.16K
|
176
$66.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6+ 0.09% |
$975 - $1.19K
|
6.62K
$2.49M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.59% |
$487 - $595
|
509
$191K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.56% |
$162 - $198
|
178
$66.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
50KNew |
$8.93M - $11.8M
|
50K
$18.8M
|
|
Aug 15, 2022
Q2 2022
|
Appian Way Asset Management LP
New York, NY |
BUY
|
- |
33.4K+ 379.55% |
$5.97M - $7.85M
|
42.2K
$15.9M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
23.2KNew |
$4.15M - $5.46M
|
23.2K
$8.73M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$2.22M - $2.91M
|
12.4K
$4.66M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
11KNew |
$1.97M - $2.59M
|
11K
$4.13M
|
|
Jul 28, 2022
Q2 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
10.9KNew |
$1.94M - $2.55M
|
10.9K
$4.08M
|