Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
465
New
$79.6K - $113K
465 $158K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
410
+ 112.02%
$70.2K - $99.7K
776 $264K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
390
New
$66.8K - $94.8K
390 $133K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
358
New
$61.3K - $87K
358 $122K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
344
New
$58.9K - $83.6K
344 $117K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
258
New
$44.2K - $62.7K
258 $87.7K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
243
+ 3.18%
$41.6K - $59.1K
7.88K $2.68M
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
200
New
$34.2K - $48.6K
200 $68K
Jan 20, 2023 Q4 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
172
+ 8.49%
$29.5K - $41.8K
2.2K $747K
Feb 13, 2023 Q4 2022
Natixis

Paris, I0
BUY
 CALL
123
New
$21.1K - $29.9K
123 $41.8K
Feb 07, 2023 Q4 2022
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 PUT
100
New
$17.1K - $24.3K
100 $34K
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 CALL
100
New
$17.1K - $24.3K
100 $34K
Feb 08, 2023 Q4 2022
Altman Advisors, Inc.

Chicago, IL
BUY
 -
83
+ 2.52%
$14.2K - $20.2K
3.38K $1.15M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
81
New
$13.9K - $19.7K
81 $27.5K
Feb 13, 2023 Q4 2022
Premier Asset Management LLC

Chicago, IL
BUY
 -
43
+ 3.13%
$7.36K - $10.5K
1.42K $482K
Feb 14, 2023 Q4 2022
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
42
+ 1.57%
$7.19K - $10.2K
2.71K $922K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
41
New
$7.02K - $9.97K
41 $13.9K
Jan 23, 2023 Q4 2022
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

BUY
 -
40
+ 133.33%
$6.85K - $9.73K
70 $23.8K
Jan 26, 2023 Q4 2022
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
34
+ 1.84%
$5.82K - $8.27K
1.88K $640K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
29
New
$4.97K - $7.05K
29 $9.86K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
25
New
$4.28K - $6.08K
25 $8.5K
Jan 10, 2023 Q4 2022
Fny Investment Advisers, LLC

BUY
 PUT
5
New
$856 - $1.22K
5 $1.7K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
4
+ 0.61%
$685 - $973
664 $226K
Q3 2022
Nov 14, 2022 Q3 2022
Cipher Capital LP

New York, NY
BUY
 -
38.3K
New
$6.22M - $7.59M
38.3K $13M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 PUT
32K
+ 400.0%
$5.2M - $6.34M
40K $13.6M
Nov 09, 2022 Q3 2022
Btg Pactual Global Asset Management LTD

New York, NY
BUY
 PUT
30K
New
$4.87M - $5.95M
30K $10.2M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 PUT
14.3K
New
$2.32M - $2.83M
14.3K $4.86M
Nov 14, 2022 Q3 2022
Saba Capital Management, L.P.

New York, NY
BUY
 -
11.1K
+ 37.39%
$1.81M - $2.21M
40.9K $13.9M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
9.85K
New
$1.6M - $1.95M
9.85K $3.35M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
8.89K
+ 211.27%
$1.44M - $1.76M
13.1K $4.45M
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
6.9K
+ 215.63%
$1.12M - $1.37M
10.1K $3.43M
Nov 14, 2022 Q3 2022
Ionic Capital Management LLC

New York, NY
BUY
 -
6.4K
New
$1.04M - $1.27M
6.4K $2.18M
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 PUT
6K
New
$975K - $1.19M
6K $2.04M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
5.05K
New
$820K - $1M
5.05K $1.72M
Nov 10, 2022 Q3 2022
Agf Investments LLC

Boston, MA
BUY
 -
4.02K
+ 83.84%
$652K - $796K
8.8K $2.99M
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
3K
New
$488K - $595K
3K $1.02M
Nov 14, 2022 Q3 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
2.59K
+ 1162.78%
$421K - $514K
2.82K $957K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
2.44K
+ 110.17%
$396K - $483K
4.65K $1.58M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
1.86K
New
$301K - $368K
1.86K $631K
Oct 24, 2022 Q3 2022
Trinity Financial Advisors LLC

BUY
 -
1.7K
New
$276K - $337K
1.7K $578K
Nov 14, 2022 Q3 2022
Boothbay Fund Management, LLC

New York, NY
BUY
 PUT
1.4K
New
$227K - $278K
1.4K $476K
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
1.22K
New
$198K - $242K
1.22K $415K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
301
+ 4.91%
$48.9K - $59.7K
6.43K $2.19M
Oct 21, 2022 Q3 2022
First National Bank Of Hutchinson

BUY
 -
216
+ 8.63%
$35.1K - $42.8K
2.72K $924K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
200
New
$32.5K - $39.7K
200 $68K
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
200
New
$32.5K - $39.7K
200 $68K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
195
+ 3.6%
$31.7K - $38.7K
5.61K $1.91M
Oct 28, 2022 Q3 2022
Brightworth

BUY
 -
139
+ 7.14%
$22.6K - $27.6K
2.09K $709K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
139
New
$22.6K - $27.6K
139 $47.3K

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