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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.23K+ 27.41% |
$802K - $928K
|
10.3K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 21.63% |
$87.2K - $101K
|
877
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
218+ 1.0% |
$78.6K - $90.9K
|
21.9K
$7.75M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-20- 0.78% |
$7.21K - $8.34K
|
2.55K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 8.05% |
$2.26M - $2.61M
|
84.1K
$29.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.26% |
$721 - $834
|
771
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
189+ 4.81% |
$68.1K - $78.8K
|
4.12K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.01K- 3.67% |
$724K - $838K
|
52.8K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9- 0.93% |
$3.24K - $3.75K
|
960
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
979+ 11.76% |
$353K - $408K
|
9.31K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.81% |
$7.93K - $9.17K
|
805
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.23% |
$1.8K - $2.08K
|
2.18K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
186+ 5.77% |
$67K - $77.5K
|
3.41K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.32% |
$1.44K - $1.67K
|
1.25K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 35.33% |
$707K - $818K
|
7.51K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.81KNew |
$1.73M - $2.01M
|
4.81K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
552New |
$199K - $230K
|
552
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-331- 13.98% |
$119K - $138K
|
2.04K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
131+ 2.03% |
$47.2K - $54.6K
|
6.58K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
212+ 4.7% |
$76.4K - $88.4K
|
4.72K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
315+ 1.5% |
$114K - $131K
|
21.3K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
324+ 24.47% |
$117K - $135K
|
1.65K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1+ 0.07% |
$360 - $417
|
1.35K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-273- 1.74% |
$98.4K - $114K
|
15.4K
$5.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
347+ 1.16% |
$125K - $145K
|
30.3K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-107K- 46.32% |
$38.6M - $44.7M
|
124K
$43.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.75K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.74K- 2.16% |
$628K - $726K
|
79K
$27.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.28K- 5.06% |
$1.9M - $2.2M
|
98.9K
$35M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
13.3KNew |
$4.78M - $5.52M
|
13.3K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.1% |
$1.8K - $2.08K
|
4.9K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-756- 3.5% |
$272K - $315K
|
20.9K
$7.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-61- 2.09% |
$22K - $25.4K
|
2.85K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.8K+ 92.3% |
$2.81M - $3.25M
|
16.3K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
703New |
$253K - $293K
|
703
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 5.56% |
$18K - $20.8K
|
849
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-117- 0.28% |
$42.2K - $48.8K
|
41.4K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-105- 1.06% |
$37.8K - $43.8K
|
9.8K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.53K- 4.87% |
$552K - $638K
|
29.9K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-777- 0.6% |
$280K - $324K
|
130K
$45.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
494+ 14.24% |
$178K - $206K
|
3.96K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-705- 11.75% |
$254K - $294K
|
5.29K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.6K- 87.56% |
$4.91M - $5.68M
|
1.94K
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 25.55% |
$470K - $544K
|
6.41K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.07K- 9.93% |
$2.19M - $2.53M
|
55.1K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.8K+ 11.24% |
$2.09M - $2.42M
|
57.4K
$20.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$721 - $834
|
4.8K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-229- 10.16% |
$82.5K - $95.5K
|
2.03K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.74% |
$16.2K - $18.8K
|
6.16K
$2.18M
|