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 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$6.97K - $8.6K
|
1.14K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-21- 0.61% |
$6.65K - $8.21K
|
3.42K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 1.86% |
$1.76M - $2.17M
|
294K
$117M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-58- 2.73% |
$18.4K - $22.7K
|
2.07K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-71- 1.15% |
$22.5K - $27.8K
|
6.12K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2K- 80.0% |
$634K - $782K
|
500
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
107+ 3.18% |
$33.9K - $41.8K
|
3.47K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
445+ 71.31% |
$141K - $174K
|
1.07K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-209- 4.54% |
$66.2K - $81.7K
|
4.39K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-44- 1.14% |
$13.9K - $17.2K
|
3.82K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
194+ 20.97% |
$61.5K - $75.9K
|
1.12K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.18% |
$366K - $452K
|
12.5K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$2.85K - $3.52K
|
1.98K
$789K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-252K- 52.12% |
$79.8M - $98.5M
|
231K
$92M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
30.6K+ 2.32% |
$9.7M - $12M
|
1.35M
$536M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
562New |
$178K - $220K
|
562
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.81KNew |
$891K - $1.1M
|
2.81K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.87K- 1.56% |
$910K - $1.12M
|
181K
$72.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-270- 29.03% |
$85.5K - $106K
|
660
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
450+ 13.21% |
$143K - $176K
|
3.86K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$317 - $391
|
753
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-100- 4.18% |
$31.7K - $39.1K
|
2.29K
$911K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 5.12% |
$58K - $71.6K
|
3.39K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182+ 2.86% |
$57.7K - $71.2K
|
6.55K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 23.92% |
$15.8K - $19.6K
|
259
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-12- 1.79% |
$3.8K - $4.69K
|
659
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
66+ 6.53% |
$20.9K - $25.8K
|
1.08K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.9K- 70.37% |
$602K - $743K
|
800
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
448+ 40.0% |
$142K - $175K
|
1.57K
$623K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-255- 3.03% |
$80.8K - $99.7K
|
8.16K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-187- 3.29% |
$59.2K - $73.1K
|
5.49K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
528New |
$167K - $207K
|
528
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
2.06K
$819K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$950 - $1.17K
|
777
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 1.72% |
$11.7K - $14.5K
|
2.19K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1K+ 3.41% |
$317K - $392K
|
30.4K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
617+ 18.81% |
$195K - $241K
|
3.9K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-242- 16.13% |
$76.7K - $94.7K
|
1.26K
$500K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
598+ 6.77% |
$189K - $234K
|
9.43K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-9- 1.27% |
$2.85K - $3.52K
|
700
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-46- 3.95% |
$14.6K - $18K
|
1.12K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.72K- 90.66% |
$861K - $1.06M
|
280
$111K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-4.6K- 22.89% |
$1.46M - $1.8M
|
15.5K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
304+ 22.0% |
$96.3K - $119K
|
1.69K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
36.3K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
9+ 1.47% |
$2.85K - $3.52K
|
621
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180+ 0.79% |
$57K - $70.4K
|
22.8K
$9.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.61KNew |
$510K - $630K
|
1.61K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 2.52% |
$10.5K - $12.9K
|
1.34K
$533K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 1.14% |
$3.48K - $4.3K
|
978
$389K
|