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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 1.27% |
$64.9K - $75K
|
14.4K
$5.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
224+ 5.07% |
$80.7K - $93.4K
|
4.65K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5- 0.06% |
$1.8K - $2.08K
|
7.93K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
210+ 1.6% |
$75.7K - $87.5K
|
13.3K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 18.11% |
$747K - $864K
|
9.37K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9+ 0.68% |
$3.24K - $3.75K
|
1.33K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
236+ 3.56% |
$85K - $98.4K
|
6.86K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116+ 1.86% |
$41.8K - $48.4K
|
6.36K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6.05KNew |
$2.18M - $2.52M
|
6.05K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
725+ 11.03% |
$261K - $302K
|
7.3K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
65+ 2.24% |
$23.4K - $27.1K
|
2.97K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 1.86% |
$12.3K - $14.2K
|
1.79K
$632K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-112- 8.33% |
$40.4K - $46.7K
|
1.23K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.41K+ 66.46% |
$868K - $1M
|
6.04K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
50+ 1.23% |
$18K - $20.8K
|
4.11K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.63K- 5.05% |
$2.03M - $2.35M
|
106K
$37.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
161+ 7.85% |
$58K - $67.1K
|
2.21K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203+ 70.49% |
$73.2K - $84.6K
|
491
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
354+ 3.8% |
$128K - $148K
|
9.67K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.82K- 1.8% |
$657K - $760K
|
99.7K
$35.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
595New |
$214K - $248K
|
595
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-204- 2.03% |
$73.5K - $85K
|
9.85K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.36KNew |
$2.29M - $2.65M
|
6.36K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$2.16K - $2.5K
|
594
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
39+ 8.25% |
$14.1K - $16.3K
|
512
$181K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.18% |
$360 - $417
|
569
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.89% |
$54.1K - $62.5K
|
5.35K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
505+ 1.46% |
$182K - $211K
|
35.2K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-10- 0.58% |
$3.6K - $4.17K
|
1.72K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
728New |
$262K - $303K
|
728
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
337+ 10.49% |
$121K - $140K
|
3.55K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-210- 2.21% |
$75.7K - $87.5K
|
9.31K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-915- 11.39% |
$330K - $381K
|
7.12K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.18K- 24.7% |
$3.31M - $3.83M
|
28K
$9.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.6K - $4.17K
|
5.92K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.52K+ 6.55% |
$2.35M - $2.72M
|
106K
$37.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2- 0.22% |
$721 - $834
|
927
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-174- 17.83% |
$62.7K - $72.5K
|
802
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
41+ 0.89% |
$14.8K - $17.1K
|
4.66K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.5% |
$9.37K - $10.8K
|
5.16K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
168+ 30.77% |
$60.5K - $70K
|
714
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
334+ 20.37% |
$120K - $139K
|
1.97K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.93K- 31.67% |
$694K - $802K
|
4.15K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-124K- 99.74% |
$44.7M - $51.7M
|
319
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.26K- 1.53% |
$1.53M - $1.78M
|
274K
$96.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.1K- 0.92% |
$4.71M - $5.45M
|
1.41M
$499M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
22.9K+ 543.79% |
$8.23M - $9.53M
|
27.1K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
65+ 13.0% |
$23.4K - $27.1K
|
565
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
53+ 0.33% |
$19.1K - $22.1K
|
16.2K
$5.73M
|