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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$34K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
100New |
$16.2K - $19.8K
|
100
$34K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
80+ 5.05% |
$13K - $15.9K
|
1.67K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
77New |
$12.5K - $15.3K
|
77
$26.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
72+ 2.64% |
$11.7K - $14.3K
|
2.8K
$953K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
70+ 3.21% |
$11.4K - $13.9K
|
2.25K
$766K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
70New |
$11.4K - $13.9K
|
70
$23.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
53+ 4.21% |
$8.61K - $10.5K
|
1.31K
$446K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
37+ 19.79% |
$6.01K - $7.34K
|
224
$76.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
27+ 14.52% |
$4.39K - $5.35K
|
213
$72.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21+ 13.55% |
$3.41K - $4.16K
|
176
$59.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
6+ 0.09% |
$975 - $1.19K
|
6.62K
$2.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.59% |
$487 - $595
|
509
$173K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.56% |
$162 - $198
|
178
$60.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
50KNew |
$8.93M - $11.8M
|
50K
$17M
|
|
|
Aug 15, 2022
Q2 2022
|
Appian Way Asset Management LP
New York, NY |
BUY
|
- |
33.4K+ 379.55% |
$5.97M - $7.85M
|
42.2K
$14.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
23.2KNew |
$4.15M - $5.46M
|
23.2K
$7.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$2.22M - $2.91M
|
12.4K
$4.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
11KNew |
$1.97M - $2.59M
|
11K
$3.74M
|
|
|
Jul 28, 2022
Q2 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
10.9KNew |
$1.94M - $2.55M
|
10.9K
$3.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
10.1K+ 52.55% |
$1.81M - $2.38M
|
29.4K
$10M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$1.52M - $2M
|
8.5K
$2.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
PUT |
8K+ 800.0% |
$1.43M - $1.88M
|
9K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
8K+ 421.05% |
$1.43M - $1.88M
|
9.9K
$3.37M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
6.74KNew |
$1.2M - $1.58M
|
6.74K
$2.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
BUY
|
- |
6.72K+ 22.62% |
$1.2M - $1.58M
|
36.4K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5.99KNew |
$1.07M - $1.41M
|
5.99K
$2.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.9K+ 30.25% |
$697K - $918K
|
16.8K
$5.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.65K+ 14.24% |
$295K - $388K
|
13.2K
$4.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.46K+ 16.36% |
$261K - $343K
|
10.4K
$3.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.46KNew |
$261K - $343K
|
1.46K
$496K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
1.14KNew |
$203K - $267K
|
1.14K
$386K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.13KNew |
$201K - $265K
|
1.13K
$383K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 11.63% |
$188K - $248K
|
10.1K
$3.44M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
400New |
$71.5K - $94K
|
400
$136K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
355+ 3.6% |
$63.4K - $83.5K
|
10.2K
$3.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
348New |
$62.2K - $81.8K
|
348
$118K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
235+ 1.12% |
$42K - $55.2K
|
21.3K
$7.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
210+ 10.66% |
$37.5K - $49.4K
|
2.18K
$741K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
160+ 4.13% |
$28.6K - $37.6K
|
4.03K
$1.37M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
115+ 10.92% |
$20.5K - $27K
|
1.17K
$397K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
113+ 289.74% |
$20.2K - $26.6K
|
152
$51.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
110+ 13.27% |
$19.7K - $25.9K
|
939
$319K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
100+ 6.39% |
$17.9K - $23.5K
|
1.67K
$566K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.67% |
$7.68K - $10.1K
|
6.5K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$6.97K - $9.17K
|
39
$13.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.9K - $7.76K
|
33
$11.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
30New |
$5.36K - $7.05K
|
30
$10.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
8+ 0.54% |
$1.43K - $1.88K
|
1.49K
$507K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.24% |
$893 - $1.18K
|
2.06K
$700K
|
|