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 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
210+ 10.66% |
$37.5K - $49.4K
|
2.18K
$877K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
160+ 4.13% |
$28.6K - $37.6K
|
4.03K
$1.62M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
115+ 10.92% |
$20.5K - $27K
|
1.17K
$470K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
113+ 289.74% |
$20.2K - $26.6K
|
152
$61.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
110+ 13.27% |
$19.7K - $25.9K
|
939
$378K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
100+ 6.39% |
$17.9K - $23.5K
|
1.67K
$670K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43+ 0.67% |
$7.68K - $10.1K
|
6.5K
$2.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
39New |
$6.97K - $9.17K
|
39
$15.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33New |
$5.9K - $7.76K
|
33
$13.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
30New |
$5.36K - $7.05K
|
30
$12.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
8+ 0.54% |
$1.43K - $1.88K
|
1.49K
$600K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
5+ 0.24% |
$893 - $1.18K
|
2.06K
$828K
|
|
|
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
$9.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
11.6KNew |
$2.12M - $2.66M
|
11.6K
$4.66M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.8KNew |
$1.97M - $2.47M
|
10.8K
$4.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$804K
|
|
|
Apr 11, 2022
Q1 2022
|
Quaero Capital S.A.
|
BUY
|
- |
2KNew |
$366K - $460K
|
2K
$804K
|
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
1.54KNew |
$282K - $354K
|
1.54K
$619K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
1.3K+ 35.14% |
$238K - $299K
|
5K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
821+ 21.45% |
$150K - $189K
|
4.65K
$1.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
150New |
$27.4K - $34.5K
|
150
$60.3K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
100New |
$18.3K - $23K
|
100
$40.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 4.35% |
$18.3K - $23K
|
2.4K
$965K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
28New |
$5.12K - $6.44K
|
28
$11.3K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
100KNew |
$18.9M - $21.4M
|
100K
$40.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
65.2K+ 348.66% |
$12.3M - $14M
|
83.9K
$33.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
CALL |
3.7KNew |
$699K - $793K
|
3.7K
$1.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.6KNew |
$302K - $343K
|
1.6K
$643K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.58KNew |
$298K - $338K
|
1.58K
$635K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
1.22KNew |
$231K - $262K
|
1.22K
$492K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
1KNew |
$189K - $214K
|
1K
$402K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
400New |
$75.6K - $85.7K
|
400
$161K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
269New |
$50.8K - $57.6K
|
269
$108K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
151New |
$28.5K - $32.4K
|
151
$60.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
98+ 4.9% |
$18.5K - $21K
|
2.1K
$845K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
68New |
$12.8K - $14.6K
|
68
$27.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
28New |
$5.29K - $6K
|
28
$11.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$189 - $214
|
13.9K
$5.61M
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
13KNew |
$2.47M - $2.88M
|
13K
$5.23M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.55KNew |
$1.24M - $1.45M
|
6.55K
$2.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
CALL |
3KNew |
$570K - $665K
|
3K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
400New |
$75.9K - $88.7K
|
400
$161K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
280+ 1400.0% |
$53.2K - $62.1K
|
300
$121K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
136New |
$25.8K - $30.1K
|
136
$54.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
CALL |
100New |
$19K - $22.2K
|
100
$40.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
82+ 60.74% |
$15.6K - $18.2K
|
217
$87.3K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
42.7KNew |
$8.93M - $10.5M
|
42.7K
$17.2M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10.6KNew |
$2.21M - $2.59M
|
10.6K
$4.26M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.32KNew |
$1.53M - $1.79M
|
7.32K
$2.94M
|
|