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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
9.07K+ 20.23% |
$3.27M - $3.78M
|
53.9K
$22.5M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
30.5K+ 3.56% |
$11M - $12.7M
|
888K
$371M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.69K+ 2.02% |
$968K - $1.12M
|
136K
$56.7M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
1.67KNew |
$602K - $696K
|
1.67K
$698K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-65- 2.77% |
$23.4K - $27.1K
|
2.28K
$953K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-13.9K- 90.41% |
$5.01M - $5.8M
|
1.48K
$617K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-3.98K- 22.43% |
$1.43M - $1.66M
|
13.8K
$5.76M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$144K - $167K
|
400
$167K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
58+ 7.77% |
$20.9K - $24.2K
|
804
$336K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
30New |
$10.8K - $12.5K
|
30
$12.5K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.8KNew |
$649K - $750K
|
1.8K
$753K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.51KNew |
$1.98M - $2.29M
|
5.51K
$2.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
164New |
$59.1K - $68.4K
|
164
$68.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
369New |
$133K - $154K
|
369
$154K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-331- 18.07% |
$119K - $138K
|
1.5K
$628K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
883New |
$318K - $368K
|
883
$369K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
100New |
$36K - $41.7K
|
100
$41.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
5.57KNew |
$2.01M - $2.32M
|
5.57K
$2.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
38New |
$13.7K - $15.8K
|
38
$15.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
172+ 13.25% |
$62K - $71.7K
|
1.47K
$615K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
167+ 28.99% |
$60.2K - $69.6K
|
743
$311K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-766- 22.51% |
$276K - $319K
|
2.64K
$1.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 1.83% |
$2.16K - $2.5K
|
321
$134K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 19.9% |
$72.1K - $83.4K
|
805
$337K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.7K- 18.71% |
$2.41M - $2.79M
|
29.1K
$12.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$214K - $248K
|
595
$249K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
112+ 4.39% |
$40.4K - $46.7K
|
2.66K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10- 1.34% |
$3.6K - $4.17K
|
738
$309K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
854New |
$308K - $356K
|
854
$357K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.3% |
$1.44K - $1.67K
|
1.33K
$557K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-87- 1.34% |
$31.4K - $36.3K
|
6.43K
$2.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.75K+ 52.59% |
$1.71M - $1.98M
|
13.8K
$5.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
671New |
$242K - $280K
|
671
$281K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-60- 7.11% |
$21.6K - $25K
|
784
$328K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
91New |
$32.8K - $37.9K
|
91
$38K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.6KNew |
$577K - $667K
|
1.6K
$669K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-2.7K- 12.61% |
$971K - $1.12M
|
18.7K
$7.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
24.6K+ 9367.68% |
$8.88M - $10.3M
|
24.9K
$10.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.02KNew |
$729K - $843K
|
2.02K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-139- 28.43% |
$50.1K - $57.9K
|
350
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-151K- 6.44% |
$54.5M - $63M
|
2.2M
$919M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.56K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
PUT |
5KNew |
$1.8M - $2.08M
|
5K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
650New |
$234K - $271K
|
650
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$541K - $625K
|
1.5K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
202+ 22.15% |
$72.8K - $84.2K
|
1.11K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-60.6K- 69.11% |
$21.8M - $25.3M
|
27.1K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-425- 3.45% |
$153K - $177K
|
11.9K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 10.78% |
$19.5K - $22.5K
|
447
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.11KNew |
$762K - $881K
|
2.11K
$884K
|