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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
735+ 14.5% |
$233K - $287K
|
5.8K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.62K- 9.46% |
$1.46M - $1.81M
|
44.3K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.33% |
$4.12K - $5.08K
|
3.94K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-60- 1.74% |
$19K - $23.5K
|
3.4K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
82+ 3.69% |
$26K - $32.1K
|
2.31K
$936K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
314+ 9.03% |
$99.5K - $123K
|
3.79K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
524+ 24.34% |
$166K - $205K
|
2.68K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9+ 0.94% |
$2.85K - $3.52K
|
964
$391K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$165K - $204K
|
521
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-47- 2.01% |
$14.9K - $18.4K
|
2.29K
$931K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
130+ 11.79% |
$41.2K - $50.8K
|
1.23K
$501K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3+ 0.31% |
$950 - $1.17K
|
974
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
642New |
$203K - $251K
|
642
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
133+ 13.01% |
$42.1K - $52K
|
1.16K
$469K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
17.5KNew |
$5.53M - $6.83M
|
17.5K
$7.09M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.58K- 16.56% |
$817K - $1.01M
|
13K
$5.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-384- 7.14% |
$122K - $150K
|
4.99K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
450+ 4.76% |
$143K - $176K
|
9.89K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
804+ 7.14% |
$255K - $314K
|
12.1K
$4.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-170- 7.46% |
$53.9K - $66.5K
|
2.11K
$857K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-12- 1.81% |
$3.8K - $4.69K
|
652
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-120- 0.94% |
$38K - $46.9K
|
12.7K
$5.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
137+ 20.73% |
$43.4K - $53.6K
|
798
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.98KNew |
$627K - $774K
|
1.98K
$803K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 2.21% |
$11.1K - $13.7K
|
1.62K
$657K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-55- 0.76% |
$17.4K - $21.5K
|
7.15K
$2.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-104- 2.26% |
$32.9K - $40.7K
|
4.49K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
479+ 4.63% |
$152K - $187K
|
10.8K
$4.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-195- 0.33% |
$61.8K - $76.3K
|
59.7K
$24.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4+ 0.23% |
$1.27K - $1.56K
|
1.74K
$705K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
24+ 1.66% |
$7.6K - $9.39K
|
1.47K
$597K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
19+ 1.51% |
$6.02K - $7.43K
|
1.28K
$520K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-201- 21.45% |
$63.7K - $78.6K
|
736
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-595- 10.09% |
$188K - $233K
|
5.3K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-628- 19.37% |
$199K - $246K
|
2.61K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
549New |
$174K - $215K
|
549
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
44+ 1.69% |
$13.9K - $17.2K
|
2.64K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-141- 21.43% |
$44.7K - $55.1K
|
517
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.3K- 88.6% |
$5.8M - $7.16M
|
2.36K
$957K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$317 - $391
|
1
$406
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
43+ 2.37% |
$13.6K - $16.8K
|
1.86K
$755K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-102- 0.11% |
$32.3K - $39.9K
|
93.8K
$38.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-999- 4.28% |
$316K - $391K
|
22.3K
$9.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
41+ 3.61% |
$13K - $16K
|
1.18K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
55+ 1.85% |
$17.4K - $21.5K
|
3.02K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-88- 4.45% |
$27.9K - $34.4K
|
1.89K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 0.23% |
$634 - $782
|
862
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
93+ 25.0% |
$29.5K - $36.4K
|
465
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-603- 6.82% |
$191K - $236K
|
8.24K
$3.34M
|