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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-521- 15.06% |
$167K - $198K
|
2.94K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
890New |
$286K - $338K
|
890
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 0.6% |
$21.2K - $25K
|
10.9K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-67- 6.21% |
$21.5K - $25.4K
|
1.01K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-26.9K- 0.15% |
$8.65M - $10.2M
|
17.7M
$6.42B
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55New |
$17.7K - $20.9K
|
55
$19.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-440- 13.97% |
$141K - $167K
|
2.71K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
280+ 49.12% |
$90K - $106K
|
850
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-156- 3.51% |
$50.1K - $59.2K
|
4.29K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-40- 0.73% |
$12.9K - $15.2K
|
5.46K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.63K+ 10.48% |
$845K - $996K
|
27.7K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
710New |
$228K - $269K
|
710
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.31% |
$643 - $759
|
637
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-6- 0.35% |
$1.93K - $2.28K
|
1.71K
$620K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
316New |
$102K - $120K
|
316
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
2.5KNew |
$804K - $948K
|
2.5K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.59K
$575K
|
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$1.43M - $1.69M
|
4.46K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.54KNew |
$3.07M - $3.62M
|
9.54K
$3.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
105+ 2.43% |
$33.8K - $39.8K
|
4.43K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-377- 2.1% |
$121K - $143K
|
17.6K
$6.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$579K - $683K
|
1.8K
$652K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10- 0.11% |
$3.21K - $3.79K
|
8.96K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.95K+ 38.59% |
$2.23M - $2.63M
|
24.9K
$9.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 3.07% |
$32.1K - $37.9K
|
3.16K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 64.46% |
$637K - $752K
|
1.09K
$396K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.13K+ 8.38% |
$363K - $428K
|
14.6K
$5.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-24.2K- 22.99% |
$7.78M - $9.18M
|
81K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
108+ 14.52% |
$34.7K - $41K
|
852
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2K- 50.0% |
$643K - $759K
|
2K
$724K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.52K
|
1.02K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.6% |
$321 - $379
|
168
$60.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-10- 1.08% |
$3.21K - $3.79K
|
920
$333K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.55% |
$321 - $379
|
183
$66.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-73- 0.96% |
$23.5K - $27.7K
|
7.52K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
137+ 17.68% |
$44K - $52K
|
912
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
202+ 36.46% |
$64.9K - $76.6K
|
756
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-753- 53.79% |
$242K - $286K
|
647
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
778New |
$250K - $295K
|
778
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-856- 47.53% |
$275K - $325K
|
945
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.59K+ 56.95% |
$510K - $602K
|
4.37K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
28New |
$9K - $10.6K
|
28
$10.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-619- 42.72% |
$199K - $235K
|
830
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
797New |
$256K - $302K
|
797
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
110KNew |
$35.4M - $41.8M
|
110K
$39.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.09K+ 137.7% |
$993K - $1.17M
|
5.33K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.74K+ 434.41% |
$560K - $661K
|
2.14K
$776K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 51.61% |
$25.7K - $30.3K
|
75
$27.2K
|