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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.57KNew |
$927K - $1.07M
|
2.57K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.52K+ 92.38% |
$908K - $1.05M
|
5.25K
$1.79M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.52K+ 51.51% |
$908K - $1.05M
|
7.41K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.44K+ 2.59% |
$878K - $1.02M
|
96.5K
$32.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.43K+ 5.7% |
$876K - $1.01M
|
45.1K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.43KNew |
$875K - $1.01M
|
2.43K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.42KNew |
$873K - $1.01M
|
2.42K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.41K+ 66.46% |
$868K - $1M
|
6.04K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.41KNew |
$867K - $1M
|
2.41K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.37KNew |
$854K - $988K
|
2.37K
$809K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.32KNew |
$835K - $966K
|
2.32K
$790K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
2.31K+ 70.59% |
$834K - $965K
|
5.59K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.25K+ 165.32% |
$811K - $938K
|
3.61K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.24K+ 9.9% |
$805K - $932K
|
24.8K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.23K+ 27.41% |
$802K - $928K
|
10.3K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.21KNew |
$797K - $923K
|
2.21K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.16KNew |
$778K - $900K
|
2.16K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.13K+ 25.15% |
$768K - $888K
|
10.6K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.11KNew |
$762K - $881K
|
2.11K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.11KNew |
$761K - $881K
|
2.11K
$721K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.1KNew |
$757K - $875K
|
2.1K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.1K+ 84.35% |
$755K - $874K
|
4.58K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.09KNew |
$755K - $873K
|
2.09K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.09KNew |
$754K - $872K
|
2.09K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$751K - $868K
|
2.08K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 12.1% |
$731K - $846K
|
18.8K
$6.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.02KNew |
$729K - $843K
|
2.02K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01K+ 26.7% |
$726K - $840K
|
9.56K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.01KNew |
$726K - $840K
|
2.01K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2K+ 400.0% |
$721K - $834K
|
2.5K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 17.65% |
$717K - $829K
|
13.3K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
1.99K+ 24.81% |
$716K - $828K
|
10K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.98K+ 15.28% |
$712K - $824K
|
14.9K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 35.33% |
$707K - $818K
|
7.51K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$701K - $810K
|
1.94K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.94KNew |
$700K - $810K
|
1.94K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.94KNew |
$700K - $810K
|
1.94K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94K+ 25.38% |
$699K - $809K
|
9.58K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$697K - $806K
|
1.93K
$659K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.93KNew |
$694K - $803K
|
1.93K
$657K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.92KNew |
$692K - $800K
|
1.92K
$654K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.91K+ 29.68% |
$688K - $796K
|
8.35K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.89K+ 2.19% |
$681K - $788K
|
88K
$30M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.89K+ 189.56% |
$680K - $787K
|
2.88K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.89KNew |
$680K - $787K
|
1.89K
$644K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 8.35% |
$677K - $784K
|
24.4K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.87K+ 0.82% |
$675K - $781K
|
229K
$78.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.86KNew |
$668K - $773K
|
1.86K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 0.46% |
$662K - $765K
|
403K
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 5.77% |
$662K - $765K
|
33.6K
$11.5M
|