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 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-241- 2.4% |
$76.3K - $94.3K
|
9.79K
$3.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.8K- 38.51% |
$887K - $1.1M
|
4.47K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$25.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.05K+ 4.38% |
$967K - $1.19M
|
72.7K
$28.9M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.44% |
$4.44K - $5.48K
|
3.23K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$950 - $1.17K
|
17.7K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-202K- 67.79% |
$64.1M - $79.1M
|
96.1K
$38.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
464+ 2.47% |
$147K - $181K
|
19.2K
$7.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
166+ 2.99% |
$52.6K - $64.9K
|
5.72K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31- 3.08% |
$9.82K - $12.1K
|
975
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
662New |
$210K - $259K
|
662
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
700+ 13.14% |
$222K - $274K
|
6.03K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
262+ 3.28% |
$83K - $102K
|
8.26K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.24K+ 11.11% |
$708K - $874K
|
22.3K
$8.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
593New |
$188K - $232K
|
593
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.04% |
$634 - $782
|
5.3K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6+ 0.72% |
$1.9K - $2.35K
|
845
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.8K+ 127.1% |
$571K - $704K
|
3.22K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8New |
$2.53K - $3.13K
|
8
$3.18K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-506- 2.13% |
$160K - $198K
|
23.3K
$9.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
426+ 3.27% |
$135K - $167K
|
13.5K
$5.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-320- 1.87% |
$101K - $125K
|
16.8K
$6.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.07K- 8.34% |
$973K - $1.2M
|
33.8K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.42K- 8.98% |
$449K - $554K
|
14.4K
$5.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
271+ 4.44% |
$85.9K - $106K
|
6.38K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
1.11K+ 9.61% |
$352K - $434K
|
12.7K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
15+ 0.62% |
$4.75K - $5.87K
|
2.45K
$975K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
68+ 0.49% |
$21.5K - $26.6K
|
13.8K
$5.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-509- 0.93% |
$161K - $199K
|
54K
$21.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
267+ 1.53% |
$84.6K - $104K
|
17.7K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-113- 0.22% |
$35.8K - $44.2K
|
51.3K
$20.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-145- 1.03% |
$45.9K - $56.7K
|
14K
$5.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.47% |
$10.8K - $13.3K
|
7.24K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-870- 27.4% |
$276K - $340K
|
2.31K
$916K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.95% |
$12.7K - $15.6K
|
1.31K
$522K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.2% |
$1.27K - $1.56K
|
2K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
90+ 12.93% |
$28.5K - $35.2K
|
786
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 54.74% |
$95K - $117K
|
248
$98.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-202- 6.77% |
$64K - $79K
|
2.78K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.42K- 3.54% |
$766K - $946K
|
65.8K
$26.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
165+ 5.88% |
$52.3K - $64.5K
|
2.97K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 6.29% |
$10.1K - $12.5K
|
477
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
745+ 32.28% |
$236K - $291K
|
3.05K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-89.1K- 97.46% |
$28.2M - $34.8M
|
2.33K
$925K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.87K+ 31.15% |
$909K - $1.12M
|
12.1K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
647+ 10.82% |
$205K - $253K
|
6.63K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.06% |
$1.58K - $1.96K
|
9.09K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.77K- 2.68% |
$562K - $694K
|
64.5K
$25.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 5.99% |
$16.5K - $20.3K
|
920
$366K
|