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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.8KNew |
$1.52M - $1.88M
|
4.8K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-73- 8.2% |
$23.1K - $28.6K
|
817
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-634- 17.96% |
$201K - $248K
|
2.9K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-25- 0.43% |
$7.92K - $9.78K
|
5.74K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.9K- 6.06% |
$601K - $742K
|
29.4K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
37.7KNew |
$11.9M - $14.7M
|
37.7K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7- 0.45% |
$2.22K - $2.74K
|
1.55K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9- 0.23% |
$2.85K - $3.52K
|
3.89K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
516+ 17.18% |
$163K - $202K
|
3.52K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.52K+ 2.26% |
$481K - $593K
|
68.6K
$27.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-52K- 97.2% |
$16.5M - $20.3M
|
1.5K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.11K+ 34.96% |
$2.25M - $2.78M
|
27.4K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
12.1K+ 2.39% |
$3.83M - $4.73M
|
517K
$206M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 7.05% |
$769K - $950K
|
36.9K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.44% |
$22.5K - $27.8K
|
16.1K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-2.8K- 54.9% |
$887K - $1.1M
|
2.3K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44- 5.39% |
$13.9K - $17.2K
|
772
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-315- 2.02% |
$99.8K - $123K
|
15.3K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-40- 1.52% |
$12.7K - $15.6K
|
2.59K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.65% |
$19K - $23.5K
|
9.23K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 7.22% |
$32.9K - $40.7K
|
1.34K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
191+ 6.36% |
$60.5K - $74.7K
|
3.19K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1+ 0.17% |
$317 - $391
|
606
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-184- 15.5% |
$58.3K - $72K
|
1K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
544New |
$172K - $213K
|
544
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.48KNew |
$3M - $3.71M
|
9.48K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
783New |
$248K - $306K
|
783
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
109+ 12.34% |
$34.5K - $42.6K
|
992
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
53+ 1.37% |
$16.8K - $20.7K
|
3.93K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-214- 1.33% |
$67.8K - $83.7K
|
15.9K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 7.05% |
$41.2K - $50.8K
|
1.72K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-9- 0.69% |
$2.85K - $3.52K
|
1.3K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 1.49% |
$31K - $38.3K
|
6.68K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12K+ 25.41% |
$3.79M - $4.67M
|
59K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
9.7K+ 11.04% |
$3.07M - $3.79M
|
97.6K
$38.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-212K- 6.64% |
$67.2M - $83M
|
2.98M
$1.19B
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35+ 2.1% |
$11.1K - $13.7K
|
1.7K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
733+ 24.04% |
$232K - $287K
|
3.78K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.6K+ 1.73% |
$507K - $625K
|
94.1K
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-455- 21.14% |
$144K - $178K
|
1.7K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
520New |
$165K - $203K
|
520
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.8K- 86.31% |
$1.84M - $2.27M
|
920
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-200K- 99.69% |
$63.4M - $78.2M
|
626
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9- 1.4% |
$2.85K - $3.52K
|
632
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-28- 1.42% |
$8.87K - $11K
|
1.94K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
37.3KNew |
$11.8M - $14.6M
|
37.3K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.8K+ 10.3% |
$6.92M - $8.55M
|
234K
$93M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-50K- 69.33% |
$15.9M - $19.6M
|
22.1K
$8.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-309- 8.98% |
$97.9K - $121K
|
3.13K
$1.24M
|