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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61+ 0.26% |
$19.3K - $23.9K
|
23.8K
$9.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.24K- 14.77% |
$394K - $486K
|
7.17K
$2.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
365+ 12.23% |
$116K - $143K
|
3.35K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
28+ 1.57% |
$8.87K - $11K
|
1.81K
$734K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 2.98% |
$16.2K - $19.9K
|
1.76K
$715K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
150+ 5.45% |
$47.5K - $58.7K
|
2.9K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-99- 1.49% |
$31.4K - $38.7K
|
6.54K
$2.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
156+ 23.32% |
$49.4K - $61K
|
825
$335K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 5.98% |
$15.8K - $19.6K
|
886
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.8% |
$4.12K - $5.08K
|
736
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-330- 35.29% |
$105K - $129K
|
605
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-425- 6.47% |
$135K - $166K
|
6.15K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
8+ 3.65% |
$2.53K - $3.13K
|
227
$92.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
80+ 8.13% |
$25.3K - $31.3K
|
1.06K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-12- 0.38% |
$3.8K - $4.69K
|
3.16K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$346K - $427K
|
1.09K
$443K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.8K- 51.31% |
$4.06M - $5.02M
|
12.2K
$4.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4+ 0.12% |
$1.27K - $1.56K
|
3.34K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.14% |
$4.75K - $5.87K
|
716
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 19.36% |
$53.9K - $66.5K
|
1.05K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 4.03% |
$26.3K - $32.5K
|
2.14K
$871K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.68K+ 1.85% |
$531K - $656K
|
92.1K
$37.4M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
20+ 2.76% |
$6.34K - $7.82K
|
745
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-18- 2.13% |
$5.7K - $7.04K
|
827
$336K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-23- 0.16% |
$7.29K - $9K
|
14.1K
$5.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 15.53% |
$79.2K - $97.8K
|
1.36K
$552K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
25+ 0.29% |
$7.92K - $9.78K
|
8.71K
$3.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
88+ 14.17% |
$27.9K - $34.4K
|
709
$288K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
610+ 32.19% |
$193K - $239K
|
2.51K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.19% |
$8.24K - $10.2K
|
13.4K
$5.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 1.96% |
$3.8K - $4.69K
|
599
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22- 1.41% |
$6.97K - $8.6K
|
1.54K
$627K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 1.51% |
$12.7K - $15.6K
|
2.61K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
16+ 0.58% |
$5.07K - $6.26K
|
2.8K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-153- 0.99% |
$48.5K - $59.8K
|
15.2K
$6.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-9- 1.16% |
$2.85K - $3.52K
|
770
$313K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
604New |
$191K - $236K
|
604
$245K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.77% |
$4.75K - $5.87K
|
1.93K
$784K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$950 - $1.17K
|
42.4K
$17.2M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
784+ 116.67% |
$248K - $307K
|
1.46K
$591K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 0.14% |
$30.1K - $37.2K
|
68.9K
$28M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$629K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 4.13% |
$23.1K - $28.6K
|
1.69K
$688K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-26- 2.79% |
$8.24K - $10.2K
|
906
$368K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
156+ 1.42% |
$49.4K - $61K
|
11.2K
$4.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 33.07% |
$628K - $776K
|
7.98K
$3.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.58K+ 5.99% |
$1.77M - $2.18M
|
98.8K
$40.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
551New |
$175K - $216K
|
551
$224K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.04K- 18.32% |
$330K - $407K
|
4.64K
$1.88M
|