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
|
Sawtooth Solutions, LLC
|
BUY
|
- |
71+ 0.37% |
$16K - $21.2K
|
19.5K
$7.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
54New |
$12.2K - $16.1K
|
54
$21.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50+ 12.66% |
$11.3K - $14.9K
|
445
$179K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
48+ 2.02% |
$10.9K - $14.3K
|
2.42K
$973K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 4.28% |
$9.72K - $12.8K
|
1.05K
$421K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
40New |
$9.04K - $11.9K
|
40
$16.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
39+ 2.21% |
$8.82K - $11.6K
|
1.8K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
36+ 4.28% |
$8.14K - $10.7K
|
877
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
35+ 1.36% |
$7.91K - $10.4K
|
2.62K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15New |
$3.39K - $4.47K
|
15
$6.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 7.74% |
$2.71K - $3.58K
|
167
$67.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$1.81K - $2.38K
|
8
$3.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 54.55% |
$1.36K - $1.79K
|
17
$6.84K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.29% |
$1.36K - $1.79K
|
2.1K
$844K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$904 - $1.19K
|
4
$1.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.21% |
$904 - $1.19K
|
1.88K
$755K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.15% |
$452 - $596
|
1.3K
$521K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1+ 0.05% |
$226 - $298
|
2.07K
$831K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
1.56MNew |
$375M - $449M
|
1.56M
$626M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
373KNew |
$89.8M - $108M
|
373K
$150M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
321KNew |
$77.1M - $92.5M
|
321K
$129M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
209K+ 63.87% |
$50.3M - $60.3M
|
536K
$216M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
116K+ 8092.44% |
$27.8M - $33.4M
|
117K
$47.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
31.8K+ 55.48% |
$7.64M - $9.16M
|
89K
$35.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
16.9KNew |
$4.07M - $4.88M
|
16.9K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
13.2KNew |
$3.18M - $3.81M
|
13.2K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
7.32KNew |
$1.76M - $2.11M
|
7.32K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
7.3KNew |
$1.76M - $2.11M
|
7.3K
$2.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
5.5KNew |
$1.32M - $1.59M
|
5.5K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
5.19KNew |
$1.25M - $1.5M
|
5.19K
$2.09M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
5K+ 24.85% |
$1.2M - $1.44M
|
25.1K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Jw Asset Management, LLC
Armonk, NY |
BUY
|
- |
4.02KNew |
$968K - $1.16M
|
4.02K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.17KNew |
$762K - $914K
|
3.17K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.87KNew |
$691K - $830K
|
2.87K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.69KNew |
$646K - $776K
|
2.69K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.07K+ 8.91% |
$498K - $598K
|
25.3K
$10.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.44KNew |
$346K - $415K
|
1.44K
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.26KNew |
$302K - $362K
|
1.26K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.22K+ 91.17% |
$293K - $352K
|
2.55K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.09KNew |
$263K - $315K
|
1.09K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.07KNew |
$256K - $307K
|
1.07K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.03KNew |
$247K - $296K
|
1.03K
$412K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$242K - $290K
|
1.01K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
916New |
$220K - $264K
|
916
$368K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
828New |
$199K - $239K
|
828
$333K
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
828New |
$199K - $239K
|
828
$333K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
800+ 0.96% |
$192K - $231K
|
83.7K
$33.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
774New |
$186K - $223K
|
774
$311K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
772New |
$186K - $223K
|
772
$310K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
BUY
|
- |
753New |
$181K - $217K
|
753
$303K
|
|