Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
585New |
$211K - $244K
|
585
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
837New |
$302K - $349K
|
837
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
969New |
$349K - $404K
|
969
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21K- 1.15% |
$7.58M - $8.76M
|
1.81M
$640M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-20K- 95.69% |
$7.21M - $8.34M
|
900
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.79K+ 16.9% |
$1.01M - $1.16M
|
19.3K
$6.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.8K- 7.04% |
$13.2M - $15.3M
|
485K
$171M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99+ 9.4% |
$35.7K - $41.3K
|
1.15K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$721 - $834
|
6.67K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 4.09% |
$105K - $121K
|
7.41K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 1.48% |
$6.13K - $7.09K
|
1.13K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 13.04% |
$646K - $747K
|
12K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
164+ 1.47% |
$59.1K - $68.4K
|
11.3K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-197- 0.36% |
$71K - $82.1K
|
53.8K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
155+ 21.71% |
$55.9K - $64.6K
|
869
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
184+ 7.28% |
$66.3K - $76.7K
|
2.71K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7+ 0.31% |
$2.52K - $2.92K
|
2.25K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
152KNew |
$54.9M - $63.6M
|
152K
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
256New |
$92.3K - $107K
|
256
$90.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.99K- 3.19% |
$717K - $829K
|
60.4K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.32KNew |
$835K - $966K
|
2.32K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-120- 8.18% |
$43.2K - $50K
|
1.35K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
377+ 20.46% |
$136K - $157K
|
2.22K
$784K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13+ 0.65% |
$4.68K - $5.42K
|
2.01K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.43KNew |
$875K - $1.01M
|
2.43K
$858K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
626+ 0.25% |
$226K - $261K
|
256K
$90.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$360 - $417
|
213
$75.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-195- 1.33% |
$70.3K - $81.3K
|
14.5K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
70.9K+ 38.19% |
$25.6M - $29.6M
|
257K
$90.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.15K+ 36.86% |
$414K - $479K
|
4.27K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
82+ 3.73% |
$29.6K - $34.2K
|
2.28K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
956+ 5.35% |
$345K - $399K
|
18.8K
$6.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-186- 23.37% |
$67K - $77.5K
|
610
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.49K- 56.6% |
$896K - $1.04M
|
1.91K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.9K- 2.75% |
$1.05M - $1.21M
|
103K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-293- 3.62% |
$106K - $122K
|
7.8K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
762+ 1.54% |
$275K - $318K
|
50.2K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-123- 0.35% |
$44.3K - $51.3K
|
35K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.07% |
$2.16K - $2.5K
|
8.9K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
167+ 4.99% |
$60.2K - $69.6K
|
3.51K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
92+ 0.57% |
$33.2K - $38.4K
|
16.1K
$5.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
15+ 1.59% |
$5.41K - $6.25K
|
957
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-36- 0.91% |
$13K - $15K
|
3.91K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.05KNew |
$379K - $439K
|
1.05K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-431- 1.11% |
$155K - $180K
|
38.5K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-175- 2.14% |
$63.1K - $73K
|
7.99K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-618- 37.05% |
$223K - $258K
|
1.05K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 1.73% |
$18.7K - $21.7K
|
2.95K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6.98KNew |
$2.52M - $2.91M
|
6.98K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
14.3K+ 45.53% |
$5.16M - $5.97M
|
45.8K
$16.2M
|