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
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.74% |
$16.2K - $18.8K
|
6.16K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
230+ 0.36% |
$82.9K - $95.9K
|
65K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-99.5K- 9.73% |
$35.9M - $41.5M
|
923K
$310M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.08% |
$360 - $417
|
1.18K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$721 - $834
|
640
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
840
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
239+ 29.11% |
$86.1K - $99.6K
|
1.06K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
6.83KNew |
$2.46M - $2.85M
|
6.83K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
99New |
$35.7K - $41.3K
|
99
$33.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
68+ 0.69% |
$24.5K - $28.3K
|
9.89K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.05KNew |
$1.82M - $2.1M
|
5.05K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.09% |
$360 - $417
|
1.13K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
215+ 15.17% |
$77.5K - $89.6K
|
1.63K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.18K+ 489.57% |
$1.5M - $1.74M
|
5.03K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.18K+ 5.62% |
$1.87M - $2.16M
|
97.3K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-27- 3.81% |
$9.73K - $11.3K
|
682
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$3.6K - $4.17K
|
1.73K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-373- 1.73% |
$134K - $155K
|
21.2K
$7.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
8.63K+ 8.98% |
$3.11M - $3.6M
|
105K
$35.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-357- 3.72% |
$129K - $149K
|
9.23K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.57K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
132+ 7.48% |
$47.6K - $55K
|
1.9K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45- 0.23% |
$16.2K - $18.8K
|
19.6K
$6.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 12.12% |
$2.88K - $3.34K
|
74
$24.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 17.96% |
$1.41M - $1.63M
|
25.7K
$8.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-64- 9.88% |
$23.1K - $26.7K
|
584
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-550- 4.99% |
$198K - $229K
|
10.5K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.97K+ 2131.79% |
$2.15M - $2.49M
|
6.25K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
900+ 5.81% |
$324K - $375K
|
16.4K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.79K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 3.58% |
$39.6K - $45.9K
|
2.97K
$996K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
560+ 3.21% |
$202K - $233K
|
18K
$6.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-125- 1.61% |
$45K - $52.1K
|
7.64K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-459- 1.36% |
$165K - $191K
|
33.3K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.31K- 24.79% |
$473K - $547K
|
3.98K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
179K+ 85.33% |
$64.5M - $74.6M
|
389K
$131M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-51.3K- 58.83% |
$18.5M - $21.4M
|
35.9K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
482New |
$174K - $201K
|
482
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
258+ 7.66% |
$93K - $108K
|
3.63K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
361+ 22.53% |
$130K - $150K
|
1.96K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 9.09% |
$108K - $125K
|
3.6K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-81- 0.07% |
$29.2K - $33.8K
|
108K
$36.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 1.44% |
$7.21K - $8.34K
|
1.37K
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
399+ 2.22% |
$144K - $166K
|
18.4K
$6.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
472+ 28.76% |
$170K - $197K
|
2.11K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.59KNew |
$935K - $1.08M
|
2.59K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-97- 0.64% |
$35K - $40.4K
|
15K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.14% |
$360 - $417
|
705
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
733New |
$264K - $306K
|
733
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
755New |
$272K - $315K
|
755
$254K
|