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 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
412+ 8.6% |
$131K - $161K
|
5.2K
$2.11M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-31- 0.82% |
$9.82K - $12.1K
|
3.76K
$1.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8- 0.46% |
$2.53K - $3.13K
|
1.74K
$708K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.31% |
$634 - $782
|
652
$265K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
77.6K+ 34.13% |
$24.6M - $30.3M
|
305K
$124M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-207- 22.16% |
$65.6K - $81K
|
727
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$317 - $391
|
1.2K
$487K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
28+ 7.16% |
$8.87K - $11K
|
419
$170K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 2.72% |
$6.65K - $8.21K
|
792
$322K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
530New |
$168K - $207K
|
530
$215K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
995+ 5.03% |
$315K - $389K
|
20.8K
$8.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-20- 0.43% |
$6.34K - $7.82K
|
4.64K
$1.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
404+ 2.73% |
$128K - $158K
|
15.2K
$6.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39+ 2.66% |
$12.4K - $15.3K
|
1.5K
$610K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
33+ 2.22% |
$10.5K - $12.9K
|
1.52K
$616K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
600New |
$190K - $235K
|
600
$244K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
261+ 2.55% |
$82.7K - $102K
|
10.5K
$4.26M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-150- 4.97% |
$47.5K - $58.7K
|
2.87K
$1.17M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-1.03K- 4.01% |
$326K - $402K
|
24.7K
$10M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.29K+ 122.86% |
$409K - $505K
|
2.34K
$950K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-19- 0.23% |
$6.02K - $7.43K
|
8.24K
$3.35M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 0.04% |
$6.65K - $8.21K
|
56.3K
$22.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.58K - $1.96K
|
6.42K
$2.61M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-726- 3.14% |
$230K - $284K
|
22.4K
$9.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-60- 0.33% |
$19K - $23.5K
|
18.3K
$7.44M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-184- 3.76% |
$58.3K - $72K
|
4.71K
$1.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-184- 10.08% |
$58.3K - $72K
|
1.64K
$666K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
215+ 0.54% |
$68.1K - $84.1K
|
40.2K
$16.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-177- 2.08% |
$56.1K - $69.2K
|
8.35K
$3.39M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.48% |
$1.27K - $1.56K
|
844
$343K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
680+ 2.47% |
$219K - $258K
|
28.2K
$11.5M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
88+ 13.52% |
$28.3K - $33.4K
|
739
$300K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-220- 1.51% |
$70.7K - $83.4K
|
14.3K
$5.82M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
111+ 14.25% |
$35.7K - $42.1K
|
890
$361K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
67+ 4.68% |
$21.5K - $25.4K
|
1.5K
$609K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
130+ 99.24% |
$41.8K - $49.3K
|
261
$106K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 2.68% |
$450K - $531K
|
50.9K
$20.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
82+ 14.26% |
$26.4K - $31.1K
|
657
$267K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
869New |
$279K - $330K
|
869
$353K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.12K+ 5.36% |
$682K - $804K
|
41.7K
$16.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18New |
$5.79K - $6.83K
|
18
$7.31K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 1.08% |
$17.7K - $20.9K
|
5.02K
$2.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1+ 0.62% |
$321 - $379
|
163
$66.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
29K+ 223.08% |
$9.32M - $11M
|
42K
$17.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-183- 15.5% |
$58.8K - $69.4K
|
998
$405K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
92KNew |
$29.6M - $34.9M
|
92K
$37.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$3.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-39- 0.49% |
$12.5K - $14.8K
|
7.92K
$3.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
621New |
$200K - $236K
|
621
$252K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 9.96% |
$32.1K - $37.9K
|
904
$367K
|
|