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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
672+ 10.88% |
$213K - $263K
|
6.85K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
87+ 3.4% |
$27.6K - $34K
|
2.65K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.12K- 2.41% |
$354K - $438K
|
45.4K
$18.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$3.17K - $3.91K
|
10
$4.06K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
460+ 1.37% |
$146K - $180K
|
33.9K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
475+ 65.52% |
$150K - $186K
|
1.2K
$487K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
111+ 0.5% |
$35.2K - $43.4K
|
22.2K
$9.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
223+ 1.7% |
$70.6K - $87.2K
|
13.4K
$5.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 11.8% |
$2.6M - $3.21M
|
77.8K
$31.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$857K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.08% |
$33.6K - $41.5K
|
128K
$52.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2+ 0.24% |
$634 - $782
|
839
$341K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 156.25% |
$634K - $782K
|
3.28K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
66+ 2.12% |
$20.9K - $25.8K
|
3.19K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 1.39% |
$3.17K - $3.91K
|
711
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
319New |
$101K - $125K
|
319
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 4.76% |
$58.9K - $72.7K
|
3.72K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
600New |
$190K - $235K
|
600
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-51- 2.8% |
$16.2K - $19.9K
|
1.77K
$720K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$508K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
83+ 1.32% |
$26.3K - $32.5K
|
6.36K
$2.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-13- 1.03% |
$4.12K - $5.08K
|
1.25K
$507K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 47.17% |
$15.8K - $19.6K
|
156
$63.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-531- 0.91% |
$168K - $208K
|
58.1K
$23.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
299+ 16.08% |
$94.7K - $117K
|
2.16K
$876K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
327+ 1.86% |
$104K - $128K
|
17.9K
$7.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-279- 14.52% |
$88.4K - $109K
|
1.64K
$667K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
640New |
$203K - $250K
|
640
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8- 0.42% |
$2.53K - $3.13K
|
1.91K
$775K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
59+ 1.33% |
$18.7K - $23.1K
|
4.49K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 1.82% |
$4.44K - $5.48K
|
757
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
542New |
$172K - $212K
|
542
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 2.05% |
$4.12K - $5.08K
|
622
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.29% |
$634 - $782
|
683
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
564New |
$179K - $221K
|
564
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
145+ 7.83% |
$45.9K - $56.7K
|
2K
$811K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.06K+ 16.48% |
$335K - $414K
|
7.49K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.55% |
$2.53K - $3.13K
|
1.45K
$588K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 9.9% |
$42.8K - $52.8K
|
1.5K
$609K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7- 0.4% |
$2.22K - $2.74K
|
1.72K
$699K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 21.46% |
$63.4K - $78.2K
|
1.13K
$460K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
125+ 2.04% |
$39.6K - $48.9K
|
6.25K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
6+ 2.45% |
$1.9K - $2.35K
|
251
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-37- 0.21% |
$11.7K - $14.5K
|
17.6K
$7.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.33% |
$2.22K - $2.74K
|
2.16K
$876K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-448- 2.28% |
$142K - $175K
|
19.2K
$7.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15- 1.17% |
$4.75K - $5.87K
|
1.27K
$516K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.27K - $1.56K
|
1.53K
$621K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-785- 9.81% |
$249K - $307K
|
7.22K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.21K+ 5.63% |
$1.97M - $2.43M
|
117K
$47.3M
|