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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.45K+ 111.28% |
$800K - $997K
|
4.65K
$1.94M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.11% |
$6.54K - $8.15K
|
18.1K
$7.56M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245- 1.65% |
$80.1K - $99.9K
|
14.6K
$6.1M
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$1.11M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$17.9M
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$41.8K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
36+ 2.55% |
$11.8K - $14.7K
|
1.45K
$605K
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.03K
$850K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
652+ 5.98% |
$213K - $266K
|
11.5K
$4.83M
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
82+ 6.25% |
$26.8K - $33.4K
|
1.39K
$583K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 1.14% |
$8.17K - $10.2K
|
2.22K
$929K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$552K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.25% |
$654 - $815
|
787
$329K
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 38.83% |
$294K - $367K
|
3.22K
$1.35M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.69% |
$32K - $39.9K
|
5.71K
$2.39M
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$15.9K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19- 0.85% |
$6.21K - $7.74K
|
2.23K
$931K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$2.8M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$831K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$327 - $408
|
41
$17.1K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$1.89M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$1.1M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-135- 24.32% |
$44.1K - $55K
|
420
$176K
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-45- 0.32% |
$14.7K - $18.3K
|
13.8K
$5.78M
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$654 - $815
|
1.16K
$483K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 15.38% |
$654 - $815
|
15
$6.27K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 2.01% |
$4.57K - $5.71K
|
683
$286K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 18.18% |
$1.31K - $1.63K
|
26
$10.9K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$547K
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
79+ 9.6% |
$25.8K - $32.2K
|
902
$377K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
81+ 5.87% |
$26.5K - $33K
|
1.46K
$610K
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-21.1K- 25.12% |
$6.91M - $8.62M
|
63.1K
$26.4M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
119+ 11.66% |
$38.9K - $48.5K
|
1.14K
$477K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.18% |
$22.5K - $28.1K
|
5.76K
$2.41M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
68+ 2.2% |
$22.2K - $27.7K
|
3.17K
$1.32M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15+ 0.81% |
$4.9K - $6.11K
|
1.87K
$781K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.52% |
$2.29K - $2.85K
|
1.35K
$565K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.12% |
$327 - $408
|
813
$340K
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
285+ 1900.0% |
$93.1K - $116K
|
300
$125K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-27- 1.84% |
$8.82K - $11K
|
1.44K
$602K
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-50- 0.07% |
$16.3K - $20.4K
|
66.9K
$28M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$454K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.22M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-475- 9.9% |
$155K - $194K
|
4.33K
$1.81M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-174- 11.01% |
$56.9K - $70.9K
|
1.41K
$588K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.13K- 10.04% |
$1.02M - $1.28M
|
28K
$11.7M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.86K
$2.03M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.82% |
$2.94K - $3.67K
|
485
$203K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-151- 9.84% |
$49.3K - $61.6K
|
1.38K
$578K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-9.06K- 6.01% |
$2.96M - $3.69M
|
142K
$59.3M
|