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 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-682- 37.33% |
$219K - $259K
|
1.15K
$415K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 7.69% |
$80.4K - $94.8K
|
3K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
164+ 1.55% |
$52.7K - $62.2K
|
10.7K
$3.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
876New |
$282K - $332K
|
876
$317K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
210+ 22.9% |
$67.5K - $79.7K
|
1.13K
$408K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
60KNew |
$19.3M - $22.8M
|
60K
$21.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
15+ 0.5% |
$4.82K - $5.69K
|
3.03K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4.66KNew |
$1.5M - $1.77M
|
4.66K
$1.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 4.1% |
$16.1K - $19K
|
1.27K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-16- 1.66% |
$5.14K - $6.07K
|
945
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.2% |
$643 - $759
|
1.01K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10+ 1.12% |
$3.21K - $3.79K
|
902
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-250- 25.0% |
$80.4K - $94.8K
|
750
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
15+ 2.15% |
$4.82K - $5.69K
|
712
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-14- 1.53% |
$4.5K - $5.31K
|
900
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 250.0% |
$8.04K - $9.48K
|
35
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$643 - $759
|
15.1K
$5.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-46- 15.54% |
$14.8K - $17.4K
|
250
$90.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
237New |
$76.2K - $89.9K
|
237
$85.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.94KNew |
$944K - $1.11M
|
2.94K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$53.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
1.14KNew |
$366K - $432K
|
1.14K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 0.17% |
$643 - $759
|
1.16K
$420K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$643 - $759
|
2
$724
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.93K - $2.28K
|
6
$2.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 3.44% |
$18.3K - $21.6K
|
1.71K
$620K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-169- 51.06% |
$54.3K - $64.1K
|
162
$58.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$6.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110- 9.49% |
$35.4K - $41.7K
|
1.05K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-405- 3.02% |
$130K - $154K
|
13K
$4.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
87New |
$28K - $33K
|
87
$31.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
30.8KNew |
$9.89M - $11.7M
|
30.8K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
100+ 6.18% |
$32.1K - $37.9K
|
1.72K
$622K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.42K+ 124.24% |
$2.71M - $3.19M
|
15.2K
$5.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$83.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-375- 0.23% |
$121K - $142K
|
160K
$58M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
14+ 1.02% |
$4.5K - $5.31K
|
1.39K
$503K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$6.43K - $7.59K
|
20
$7.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
846+ 66.25% |
$272K - $321K
|
2.12K
$769K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
683New |
$220K - $259K
|
683
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 0.89% |
$4.82K - $5.69K
|
1.67K
$606K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
126New |
$40.5K - $47.8K
|
126
$45.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
140New |
$45K - $53.1K
|
140
$50.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.04KNew |
$655K - $773K
|
2.04K
$738K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 7.49% |
$22.5K - $26.6K
|
1.01K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-738- 61.76% |
$237K - $280K
|
457
$166K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 12.7% |
$67.5K - $79.7K
|
1.44K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$13.4K
|