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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
10.1K+ 52.55% |
$1.81M - $2.38M
|
29.4K
$11.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$1.52M - $2M
|
8.5K
$3.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8K+ 800.0% |
$1.43M - $1.88M
|
9K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
8K+ 421.05% |
$1.43M - $1.88M
|
9.9K
$3.72M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
6.74KNew |
$1.2M - $1.58M
|
6.74K
$2.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
6.72K+ 22.62% |
$1.2M - $1.58M
|
36.4K
$13.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5.99KNew |
$1.07M - $1.41M
|
5.99K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.9K+ 30.25% |
$697K - $918K
|
16.8K
$6.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.65K+ 14.24% |
$295K - $388K
|
13.2K
$4.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.46K+ 16.36% |
$261K - $343K
|
10.4K
$3.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.46KNew |
$261K - $343K
|
1.46K
$548K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
1.14KNew |
$203K - $267K
|
1.14K
$427K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.13KNew |
$201K - $265K
|
1.13K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 11.63% |
$188K - $248K
|
10.1K
$3.81M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
400New |
$71.5K - $94K
|
400
$150K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
355+ 3.6% |
$63.4K - $83.5K
|
10.2K
$3.84M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
348New |
$62.2K - $81.8K
|
348
$131K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
235+ 1.12% |
$42K - $55.2K
|
21.3K
$7.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
210+ 10.66% |
$37.5K - $49.4K
|
2.18K
$819K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
160+ 4.13% |
$28.6K - $37.6K
|
4.03K
$1.52M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
115+ 10.92% |
$20.5K - $27K
|
1.17K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
113+ 289.74% |
$20.2K - $26.6K
|
152
$57.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
110+ 13.27% |
$19.7K - $25.9K
|
939
$353K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
BUY
|
- |
100+ 7.09% |
$17.9K - $23.5K
|
1.51K
$567K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
100+ 6.39% |
$17.9K - $23.5K
|
1.67K
$626K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.67% |
$7.68K - $10.1K
|
6.5K
$2.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40New |
$7.15K - $9.4K
|
40
$15K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$6.97K - $9.17K
|
39
$14.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.9K - $7.76K
|
33
$12.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
30New |
$5.36K - $7.05K
|
30
$11.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
8+ 0.54% |
$1.43K - $1.88K
|
1.49K
$561K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.24% |
$893 - $1.18K
|
2.06K
$774K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
22.7KNew |
$4.15M - $5.22M
|
22.7K
$8.53M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
PUT |
15KNew |
$2.74M - $3.45M
|
15K
$5.64M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
11.6KNew |
$2.12M - $2.66M
|
11.6K
$4.35M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.8KNew |
$1.97M - $2.47M
|
10.8K
$4.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$752K
|
|
|
Apr 11, 2022
Q1 2022
|
Quaero Capital S.A.
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$752K
|
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
1.54KNew |
$282K - $354K
|
1.54K
$579K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
1.3K+ 35.14% |
$238K - $299K
|
5K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
821+ 21.45% |
$150K - $189K
|
4.65K
$1.75M
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
300+ 3.14% |
$54.8K - $69K
|
9.85K
$3.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
150New |
$27.4K - $34.5K
|
150
$56.4K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
100New |
$18.3K - $23K
|
100
$37.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 4.35% |
$18.3K - $23K
|
2.4K
$902K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
28New |
$5.12K - $6.44K
|
28
$10.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
100KNew |
$18.9M - $21.4M
|
100K
$37.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
65.2K+ 348.66% |
$12.3M - $14M
|
83.9K
$31.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.86KNew |
$1.11M - $1.26M
|
5.86K
$2.2M
|
|