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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 6.36% |
$339K - $419K
|
17.9K
$7.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$3.17K - $3.91K
|
3.24K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.2K- 13.64% |
$4.8M - $5.93M
|
96K
$38.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.77K- 9.07% |
$561K - $692K
|
17.7K
$7.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-71- 4.65% |
$22.5K - $27.8K
|
1.46K
$579K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
272+ 6.25% |
$86.2K - $106K
|
4.62K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-5.98KClosed |
$1.89M - $2.34M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-104- 12.78% |
$32.9K - $40.7K
|
710
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.2K+ 5.31% |
$2.28M - $2.82M
|
143K
$56.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
301+ 4.73% |
$95.4K - $118K
|
6.67K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-50- 3.43% |
$15.8K - $19.6K
|
1.41K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
10+ 0.07% |
$3.17K - $3.91K
|
14K
$5.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20+ 2.53% |
$6.34K - $7.82K
|
811
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
107+ 11.16% |
$33.9K - $41.8K
|
1.07K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$42.8K - $52.8K
|
135
$53.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradiem, LLC
|
BUY
|
- |
911+ 3.0% |
$289K - $356K
|
31.3K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
646+ 1.54% |
$205K - $253K
|
42.6K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 3.49% |
$12.4K - $15.3K
|
1.16K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5.01KNew |
$1.59M - $1.96M
|
5.01K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-134- 1.32% |
$42.5K - $52.4K
|
10.1K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122+ 1.79% |
$38.6K - $47.7K
|
6.94K
$2.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 1.52% |
$41.8K - $51.6K
|
8.54K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-67.6K- 17.15% |
$21.4M - $26.4M
|
327K
$130M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 4.03% |
$27.6K - $34K
|
2.25K
$893K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 19.56% |
$95K - $117K
|
1.23K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
27+ 3.96% |
$8.55K - $10.6K
|
709
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-601- 10.32% |
$190K - $235K
|
5.22K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 3.86% |
$14.9K - $18.4K
|
1.26K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.55K- 22.54% |
$1.12M - $1.39M
|
12.2K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 0.89% |
$169K - $209K
|
59.5K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 2.1% |
$2.85K - $3.52K
|
419
$167K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.11K+ 347.65% |
$1.62M - $2M
|
6.59K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.46K
$978K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6- 0.64% |
$1.9K - $2.35K
|
929
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-11- 4.2% |
$3.48K - $4.3K
|
251
$99.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 2.05% |
$1.27K - $1.56K
|
199
$79.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.35K- 9.42% |
$1.38M - $1.7M
|
41.8K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 5.76% |
$28.5K - $35.2K
|
1.47K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
32+ 0.14% |
$10.1K - $12.5K
|
22.9K
$9.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 5.07% |
$39K - $48.1K
|
2.31K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.17% |
$6.34K - $7.82K
|
11.5K
$4.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-171- 2.11% |
$54.2K - $66.9K
|
7.92K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.92K+ 2.43% |
$1.24M - $1.53M
|
165K
$65.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.34K+ 88.61% |
$424K - $523K
|
2.85K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-270- 8.91% |
$85.5K - $106K
|
2.76K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.28% |
$13.6K - $16.8K
|
15.6K
$6.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
573New |
$182K - $224K
|
573
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.39% |
$20.6K - $25.4K
|
1.85K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.28K- 12.07% |
$406K - $501K
|
9.34K
$3.71M
|