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 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 2.7% |
$25.7K - $31.7K
|
3.08K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.38K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
321+ 6.63% |
$102K - $126K
|
5.16K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
296+ 7.52% |
$93.8K - $116K
|
4.23K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-43- 6.32% |
$13.6K - $16.8K
|
637
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
73+ 4.32% |
$23.1K - $28.6K
|
1.76K
$711K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.08% |
$634 - $782
|
2.43K
$980K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
588New |
$186K - $230K
|
588
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.75KNew |
$871K - $1.07M
|
2.75K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
466+ 8.76% |
$148K - $182K
|
5.79K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 4.48% |
$10.1K - $12.5K
|
747
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
197+ 20.54% |
$62.4K - $77.1K
|
1.16K
$467K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
51+ 2.52% |
$16.2K - $19.9K
|
2.08K
$838K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 1.94% |
$9.5K - $11.7K
|
1.58K
$637K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776New |
$246K - $304K
|
776
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
172+ 23.76% |
$54.5K - $67.3K
|
896
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-26- 0.18% |
$8.24K - $10.2K
|
14.8K
$5.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
527New |
$167K - $206K
|
527
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-177- 0.67% |
$56.1K - $69.2K
|
26.1K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
151+ 4.38% |
$47.8K - $59.1K
|
3.6K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.05KNew |
$334K - $412K
|
1.05K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.93% |
$31.7K - $39.1K
|
2.44K
$986K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-13- 0.59% |
$4.12K - $5.08K
|
2.18K
$882K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 4.87% |
$10.8K - $13.3K
|
732
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12+ 0.59% |
$3.8K - $4.69K
|
2.05K
$827K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.37K- 41.97% |
$751K - $927K
|
3.28K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 1.39% |
$58.6K - $72.4K
|
13.2K
$5.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.4K+ 3.5% |
$2.98M - $3.68M
|
278K
$112M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-22- 0.25% |
$6.97K - $8.6K
|
8.7K
$3.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
536New |
$170K - $210K
|
536
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
344+ 4.94% |
$109K - $135K
|
7.31K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
320+ 2.44% |
$101K - $125K
|
13.4K
$5.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
823+ 15.58% |
$261K - $322K
|
6.11K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 28.87% |
$520K - $641K
|
4.04K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-60- 2.36% |
$19K - $23.5K
|
2.48K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.42% |
$2.22K - $2.74K
|
1.67K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10+ 0.33% |
$3.17K - $3.91K
|
3.08K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
49+ 3.42% |
$15.5K - $19.2K
|
1.48K
$599K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-244- 3.09% |
$77.3K - $95.4K
|
7.66K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$531K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-239- 1.5% |
$75.7K - $93.5K
|
15.7K
$6.35M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-31- 0.26% |
$9.82K - $12.1K
|
11.8K
$4.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-266- 21.26% |
$84.3K - $104K
|
985
$398K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.52K+ 1.08% |
$1.75M - $2.16M
|
518K
$209M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.31K+ 9.25% |
$414K - $512K
|
15.4K
$6.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.95K+ 168.76% |
$935K - $1.15M
|
4.7K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-10.1K- 7.5% |
$3.2M - $3.95M
|
125K
$50.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$54.8K - $67.7K
|
37.6K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11- 0.25% |
$3.48K - $4.3K
|
4.35K
$1.76M
|