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 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
6KNew |
$1.36M - $1.79M
|
6K
$2.41M
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.68KNew |
$1.06M - $1.39M
|
4.68K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.47KNew |
$783K - $1.03M
|
3.47K
$1.39M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.27KNew |
$738K - $974K
|
3.27K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.91KNew |
$657K - $866K
|
2.91K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$619K - $817K
|
2.74K
$1.1M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 42.91% |
$596K - $786K
|
8.78K
$3.53M
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$486K - $641K
|
2.15K
$865K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.11K+ 49.14% |
$476K - $628K
|
6.4K
$2.57M
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2KNew |
$452K - $596K
|
2K
$804K
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.81KNew |
$408K - $538K
|
1.81K
$726K
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$337K - $444K
|
1.49K
$599K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.47KNew |
$331K - $437K
|
1.47K
$589K
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.34KNew |
$302K - $398K
|
1.34K
$537K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.16KNew |
$263K - $347K
|
1.16K
$468K
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
877New |
$198K - $261K
|
877
$353K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
864New |
$195K - $258K
|
864
$347K
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
809New |
$183K - $241K
|
809
$325K
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
764+ 4.86% |
$173K - $228K
|
16.5K
$6.64M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
750New |
$170K - $224K
|
750
$302K
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
750New |
$170K - $224K
|
750
$302K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
743New |
$168K - $222K
|
743
$299K
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
730New |
$165K - $218K
|
730
$294K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
714New |
$161K - $213K
|
714
$287K
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
714New |
$161K - $213K
|
714
$287K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
711New |
$161K - $212K
|
711
$286K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
708New |
$160K - $211K
|
708
$285K
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
702New |
$159K - $209K
|
702
$282K
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
701New |
$158K - $209K
|
701
$282K
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
700New |
$158K - $209K
|
700
$282K
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
700New |
$158K - $209K
|
700
$282K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
641New |
$145K - $191K
|
641
$258K
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
517New |
$117K - $154K
|
517
$208K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
PUT |
500New |
$113K - $149K
|
500
$201K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
409+ 42.87% |
$92.5K - $122K
|
1.36K
$548K
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
400New |
$90.4K - $119K
|
400
$161K
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
386New |
$87.3K - $115K
|
386
$155K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
350+ 11.03% |
$79.1K - $104K
|
3.52K
$1.42M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
339+ 17.5% |
$76.6K - $101K
|
2.28K
$915K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
322+ 36.67% |
$72.8K - $96K
|
1.2K
$483K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
315New |
$71.2K - $93.9K
|
315
$127K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
283+ 3.9% |
$64K - $84.4K
|
7.54K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
282New |
$63.7K - $84.1K
|
282
$113K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
260New |
$58.8K - $77.5K
|
260
$105K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
200New |
$45.2K - $59.6K
|
200
$80.4K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
189New |
$42.7K - $56.3K
|
189
$76K
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
107New |
$24.2K - $31.9K
|
107
$43K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88New |
$19.9K - $26.2K
|
88
$35.4K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
80New |
$18.1K - $23.8K
|
80
$32.2K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
74New |
$16.7K - $22.1K
|
74
$29.8K
|