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 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.01% |
$1.58K - $1.96K
|
49.5K
$20.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
116+ 1.61% |
$36.7K - $45.4K
|
7.31K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$317 - $391
|
1.63K
$662K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-204- 1.58% |
$64.6K - $79.8K
|
12.7K
$5.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
992+ 4.46% |
$314K - $388K
|
23.2K
$9.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
397+ 2.3% |
$126K - $155K
|
17.6K
$7.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
214+ 30.14% |
$67.8K - $83.7K
|
924
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.34% |
$13.3K - $16.4K
|
12.4K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-390- 8.13% |
$124K - $153K
|
4.41K
$1.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 7.02% |
$32K - $39.5K
|
1.34K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 5.45% |
$661K - $816K
|
40.3K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.67% |
$5.7K - $7.04K
|
1.1K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.57% |
$8.24K - $10.2K
|
1.04K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
684+ 3.36% |
$217K - $268K
|
21K
$8.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
281+ 1.48% |
$89K - $110K
|
19.2K
$7.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.75K+ 106.26% |
$2.14M - $2.64M
|
13.1K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-107- 5.39% |
$33.9K - $41.8K
|
1.88K
$763K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-297- 7.5% |
$94.1K - $116K
|
3.66K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
498+ 2.22% |
$158K - $195K
|
23K
$9.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-61- 1.05% |
$19.3K - $23.9K
|
5.75K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.05K- 9.63% |
$331K - $409K
|
9.81K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
80+ 7.73% |
$25.3K - $31.3K
|
1.12K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-735- 9.15% |
$233K - $287K
|
7.3K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$950 - $1.17K
|
2.19K
$891K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1- 0.02% |
$317 - $391
|
4.03K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
290+ 1.26% |
$91.9K - $113K
|
23.4K
$9.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
126+ 3.34% |
$39.9K - $49.3K
|
3.9K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 0.23% |
$16.5K - $20.3K
|
22.7K
$9.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-40- 3.54% |
$12.7K - $15.6K
|
1.09K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-310- 6.92% |
$98.2K - $121K
|
4.17K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
126+ 2.98% |
$39.9K - $49.3K
|
4.35K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-60- 4.83% |
$19K - $23.5K
|
1.18K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
122+ 2.3% |
$38.6K - $47.7K
|
5.42K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-78- 2.35% |
$24.7K - $30.5K
|
3.24K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-147- 2.21% |
$46.6K - $57.5K
|
6.51K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 3.52% |
$1.58K - $1.96K
|
137
$55.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
71+ 7.1% |
$22.5K - $27.8K
|
1.07K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 8.7% |
$1.27K - $1.56K
|
50
$20.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
53+ 4.15% |
$16.8K - $20.7K
|
1.33K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
80+ 10.18% |
$25.3K - $31.3K
|
866
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
572New |
$181K - $224K
|
572
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1.1K- 11.83% |
$348K - $430K
|
8.2K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
585New |
$185K - $229K
|
585
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1+ 0.0% |
$317 - $391
|
26.2K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$317 - $391
|
8.41K
$3.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-212- 7.58% |
$67.2K - $82.9K
|
2.58K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 1.9% |
$1.9K - $2.35K
|
310
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950New |
$301K - $372K
|
950
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.87K- 47.2% |
$909K - $1.12M
|
3.21K
$1.3M
|