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 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39+ 1.33% |
$12.4K - $15.3K
|
2.98K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-48- 0.86% |
$15.2K - $18.8K
|
5.54K
$2.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 4.7% |
$38.3K - $47.3K
|
2.45K
$991K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 15.38% |
$31.7K - $39.1K
|
550
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-332- 0.86% |
$105K - $130K
|
38.4K
$15.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-568- 2.32% |
$180K - $222K
|
23.9K
$9.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
196+ 2.04% |
$62.1K - $76.7K
|
9.82K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.7K- 14.68% |
$538K - $664K
|
9.87K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
142+ 3.17% |
$45K - $55.5K
|
4.63K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
68+ 0.73% |
$21.5K - $26.6K
|
9.4K
$3.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
97+ 0.77% |
$30.7K - $37.9K
|
12.7K
$5.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-101- 1.06% |
$32K - $39.5K
|
9.42K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
164K+ 106.24% |
$51.9M - $64M
|
318K
$128M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-247- 18.78% |
$78.2K - $96.6K
|
1.07K
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.63K+ 8.41% |
$1.47M - $1.81M
|
59.7K
$24.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-12- 0.2% |
$3.8K - $4.69K
|
6.04K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 21.47% |
$1.1M - $1.36M
|
19.7K
$7.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
537New |
$170K - $210K
|
537
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17- 0.05% |
$5.39K - $6.65K
|
35.4K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.05K+ 10.02% |
$650K - $802K
|
22.5K
$9.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.44% |
$127K - $156K
|
27.3K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
436+ 27.7% |
$138K - $171K
|
2.01K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-122- 6.22% |
$38.6K - $47.7K
|
1.84K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
650+ 19.84% |
$206K - $254K
|
3.93K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-117- 2.16% |
$37.1K - $45.8K
|
5.29K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-262- 1.05% |
$83K - $102K
|
24.7K
$9.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
32+ 2.11% |
$10.1K - $12.5K
|
1.55K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-426- 4.28% |
$135K - $167K
|
9.52K
$3.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.68K- 47.61% |
$2.43M - $3M
|
8.45K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
7.11K+ 1385.19% |
$2.25M - $2.78M
|
7.62K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.3% |
$317 - $391
|
330
$133K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-160- 3.68% |
$50.7K - $62.6K
|
4.19K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 4.94% |
$667K - $823K
|
40.5K
$16.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$634 - $782
|
2.94K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.56K
$629K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.93K- 50.0% |
$1.56M - $1.93M
|
4.93K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 16.19% |
$369K - $456K
|
8.36K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
91+ 0.61% |
$28.8K - $35.6K
|
15.1K
$6.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-61- 4.41% |
$19.3K - $23.9K
|
1.32K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-5.65K- 24.9% |
$1.79M - $2.21M
|
17K
$6.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-957- 1.09% |
$303K - $374K
|
87K
$35.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$317 - $391
|
873
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.58% |
$9.5K - $11.7K
|
5.15K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
126+ 0.48% |
$39.9K - $49.3K
|
26.5K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-97- 7.98% |
$30.7K - $37.9K
|
1.12K
$451K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.73K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
26.5K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.07% |
$634 - $782
|
2.94K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
894+ 126.27% |
$283K - $350K
|
1.6K
$647K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
527New |
$167K - $206K
|
527
$213K
|