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 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 2.32% |
$367K - $453K
|
50.9K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.18% |
$366K - $452K
|
12.5K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.15K+ 30.19% |
$365K - $451K
|
4.97K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.13K+ 14.57% |
$356K - $440K
|
8.85K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$354K - $437K
|
1.12K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.12KNew |
$354K - $437K
|
1.12K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 38.79% |
$353K - $435K
|
3.98K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
1.11K+ 9.61% |
$352K - $434K
|
12.7K
$4.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$347K - $429K
|
1.1K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09K+ 19.96% |
$347K - $428K
|
6.57K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$346K - $427K
|
1.09K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 39.31% |
$345K - $426K
|
3.86K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
1.09KNew |
$345K - $426K
|
1.09K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.08K+ 113.21% |
$342K - $422K
|
2.03K
$764K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 0.57% |
$342K - $422K
|
189K
$71.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 6.36% |
$339K - $419K
|
17.9K
$6.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.06K+ 16.48% |
$335K - $414K
|
7.49K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.06K+ 1.61% |
$334K - $413K
|
66.7K
$25.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.05KNew |
$334K - $412K
|
1.05K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.05KNew |
$331K - $409K
|
1.05K
$393K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.02KNew |
$323K - $399K
|
1.02K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.02K+ 11.32% |
$323K - $398K
|
10K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.01KNew |
$321K - $396K
|
1.01K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.01K+ 1.38% |
$319K - $394K
|
74.2K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$318K - $393K
|
1.01K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1K+ 91.19% |
$318K - $393K
|
2.11K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1K+ 3.41% |
$317K - $392K
|
30.4K
$11.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
995+ 5.03% |
$315K - $389K
|
20.8K
$7.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
992+ 4.46% |
$314K - $388K
|
23.2K
$8.73M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
984+ 127.3% |
$312K - $385K
|
1.76K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
978+ 155.24% |
$310K - $383K
|
1.61K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
976New |
$309K - $382K
|
976
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
970New |
$307K - $379K
|
970
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
965+ 2.68% |
$306K - $377K
|
37K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
960+ 42.09% |
$304K - $375K
|
3.24K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
951New |
$301K - $372K
|
951
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950New |
$301K - $372K
|
950
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
945New |
$299K - $370K
|
945
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
932+ 1.35% |
$295K - $365K
|
70.2K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
928+ 0.41% |
$294K - $363K
|
227K
$85.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
918+ 2.86% |
$291K - $359K
|
33K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
912New |
$289K - $357K
|
912
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
BUY
|
- |
911+ 3.0% |
$289K - $356K
|
31.3K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
906+ 11.28% |
$287K - $354K
|
8.94K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
895+ 0.22% |
$284K - $350K
|
401K
$151M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
894+ 126.27% |
$283K - $350K
|
1.6K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
888+ 25.78% |
$281K - $347K
|
4.33K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
886+ 3.76% |
$281K - $347K
|
24.4K
$9.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
879+ 0.91% |
$278K - $344K
|
97.3K
$36.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
877+ 11.55% |
$278K - $343K
|
8.47K
$3.18M
|