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 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11- 0.25% |
$3.48K - $4.3K
|
4.35K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 17.74% |
$416K - $514K
|
6.09K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14- 1.39% |
$4.44K - $5.48K
|
994
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 14.53% |
$727K - $897K
|
18.1K
$7.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-73- 8.0% |
$23.1K - $28.6K
|
839
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$317 - $391
|
2.34K
$952K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
236+ 2.32% |
$74.8K - $92.3K
|
10.4K
$4.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
273+ 5.64% |
$86.5K - $107K
|
5.11K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-180- 10.22% |
$57K - $70.4K
|
1.58K
$642K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.45% |
$53.9K - $66.5K
|
5.1K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 16.72% |
$935K - $1.15M
|
20.6K
$8.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93+ 2.67% |
$29.5K - $36.4K
|
3.58K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 1.28% |
$4.44K - $5.48K
|
1.08K
$440K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-100- 3.82% |
$31.7K - $39.1K
|
2.52K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.69K+ 25.78% |
$537K - $663K
|
8.27K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 1.58% |
$25.7K - $31.7K
|
5.22K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
25+ 0.87% |
$7.92K - $9.78K
|
2.92K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7- 0.6% |
$2.22K - $2.74K
|
1.16K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
779+ 15.76% |
$247K - $305K
|
5.72K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
566New |
$179K - $221K
|
566
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 1.25% |
$25.7K - $31.7K
|
6.57K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
906+ 11.28% |
$287K - $354K
|
8.94K
$3.63M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
518New |
$164K - $203K
|
518
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.77% |
$12.7K - $15.6K
|
5.27K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 1.86% |
$2.85K - $3.52K
|
494
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.06K+ 1.61% |
$334K - $413K
|
66.7K
$27.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
104+ 8.67% |
$32.9K - $40.7K
|
1.3K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
110+ 11.09% |
$34.8K - $43K
|
1.1K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
171+ 2.41% |
$54.2K - $66.9K
|
7.27K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.34% |
$3.17K - $3.91K
|
2.92K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-32- 0.33% |
$10.1K - $12.5K
|
9.6K
$3.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-189- 18.14% |
$59.9K - $73.9K
|
853
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$3.17K - $3.91K
|
1.17K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.37K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.44% |
$950 - $1.17K
|
683
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-50- 2.67% |
$15.8K - $19.6K
|
1.82K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.33% |
$1.9K - $2.35K
|
1.85K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.09K+ 19.96% |
$347K - $428K
|
6.57K
$2.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.99% |
$13.3K - $16.4K
|
559
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.84K- 3.47% |
$583K - $720K
|
51.2K
$20.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
186+ 10.37% |
$58.9K - $72.7K
|
1.98K
$804K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-881- 5.78% |
$279K - $345K
|
14.4K
$5.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.78% |
$16.5K - $20.3K
|
1.32K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
389+ 8.54% |
$123K - $152K
|
4.95K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.04% |
$317 - $391
|
2.83K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-58- 0.14% |
$18.4K - $22.7K
|
41.4K
$16.8M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-78- 0.96% |
$24.7K - $30.5K
|
8.04K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-106- 9.46% |
$33.6K - $41.5K
|
1.02K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
42+ 15.27% |
$13.3K - $16.4K
|
317
$129K
|