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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.1% |
$317 - $391
|
1.01K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
211New |
$66.8K - $82.5K
|
211
$83.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-50- 3.78% |
$15.8K - $19.6K
|
1.27K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
310+ 4.07% |
$98.2K - $121K
|
7.94K
$3.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-949- 2.66% |
$301K - $371K
|
34.7K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-826- 17.81% |
$262K - $323K
|
3.81K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
30+ 3.55% |
$9.5K - $11.7K
|
876
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
27+ 1.16% |
$8.55K - $10.6K
|
2.35K
$934K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-208- 1.26% |
$65.9K - $81.4K
|
16.3K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-484- 20.47% |
$153K - $189K
|
1.88K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29+ 1.16% |
$9.19K - $11.3K
|
2.54K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.37K+ 0.74% |
$1.7M - $2.1M
|
730K
$290M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
565New |
$179K - $221K
|
565
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.18K+ 33.73% |
$1.32M - $1.64M
|
16.6K
$6.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
304+ 4.27% |
$96.3K - $119K
|
7.43K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
705+ 7.57% |
$223K - $276K
|
10K
$3.98M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.43% |
$29.8K - $36.8K
|
3.77K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
126+ 2.64% |
$39.9K - $49.3K
|
4.9K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-243- 16.8% |
$77K - $95K
|
1.2K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-296- 7.36% |
$93.8K - $116K
|
3.73K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-44- 1.02% |
$13.9K - $17.2K
|
4.28K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
544New |
$172K - $213K
|
544
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.15K- 10.51% |
$365K - $451K
|
9.81K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-617- 2.63% |
$195K - $241K
|
22.9K
$9.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 9.09% |
$317 - $391
|
12
$4.77K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.54K- 60.78% |
$805K - $994K
|
1.64K
$652K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-27- 0.05% |
$8.55K - $10.6K
|
55.3K
$22M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.33K- 0.74% |
$738K - $912K
|
313K
$124M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.72K- 4.21% |
$544K - $672K
|
39.1K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-225- 23.81% |
$71.3K - $88K
|
720
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
50New |
$15.8K - $19.6K
|
50
$19.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18- 12.16% |
$5.7K - $7.04K
|
130
$51.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
755+ 4.84% |
$239K - $295K
|
16.3K
$6.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 10.13% |
$19.3K - $23.9K
|
663
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-63- 5.54% |
$20K - $24.6K
|
1.07K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 3.44% |
$33.3K - $41.1K
|
3.16K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.4K- 2.19% |
$1.39M - $1.72M
|
197K
$78.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15- 0.42% |
$4.75K - $5.87K
|
3.55K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
1.09KNew |
$345K - $426K
|
1.09K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85+ 11.41% |
$26.9K - $33.2K
|
830
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 0.22% |
$6.65K - $8.21K
|
9.45K
$3.76M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$21.9K - $27K
|
7.63K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 3.22% |
$49.4K - $61K
|
5.01K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.59% |
$482K - $595K
|
94K
$37.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-711- 1.79% |
$225K - $278K
|
38.9K
$15.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.59K- 4.11% |
$1.77M - $2.19M
|
130K
$51.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
386+ 3.23% |
$122K - $151K
|
12.3K
$4.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
529+ 3.47% |
$168K - $207K
|
15.8K
$6.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 0.54% |
$63.4K - $78.2K
|
37.4K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
177+ 16.31% |
$56.1K - $69.2K
|
1.26K
$502K
|