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 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-250- 0.59% |
$69.7K - $91.6K
|
42.1K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-283- 5.98% |
$78.9K - $104K
|
4.45K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
12.2KNew |
$3.4M - $4.47M
|
12.2K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
950New |
$265K - $348K
|
950
$344K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.12K- 28.41% |
$313K - $412K
|
2.83K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$3.06K - $4.03K
|
11
$3.98K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.97K- 1.29% |
$549K - $722K
|
151K
$54.6M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-11.1K- 52.44% |
$3.09M - $4.06M
|
10.1K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.38K- 1.62% |
$943K - $1.24M
|
205K
$74.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.25K- 99.85% |
$906K - $1.19M
|
5
$1.81K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-309- 57.12% |
$86.1K - $113K
|
232
$84K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.65% |
$836 - $1.1K
|
468
$170K
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
630New |
$176K - $231K
|
630
$228K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 37.49% |
$693K - $912K
|
9.12K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
698+ 2.65% |
$194K - $256K
|
27K
$9.8M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
24.4KNew |
$6.8M - $8.94M
|
24.4K
$8.84M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
606New |
$169K - $222K
|
606
$220K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$166K - $218K
|
595
$216K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
398KNew |
$111M - $146M
|
398K
$144M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
657New |
$183K - $241K
|
657
$238K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
200New |
$55.7K - $73.3K
|
200
$72.4K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-107K- 9.58% |
$29.9M - $39.3M
|
1.01M
$366M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 10.87% |
$27.9K - $36.6K
|
820
$297K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
57+ 2.36% |
$15.9K - $20.9K
|
2.48K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 12.12% |
$55.7K - $73.3K
|
1.45K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
365New |
$102K - $134K
|
365
$132K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7- 0.21% |
$1.95K - $2.57K
|
3.28K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.2K+ 73.69% |
$4.23M - $5.57M
|
35.8K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-2.23K- 17.24% |
$620K - $815K
|
10.7K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-170- 19.23% |
$47.4K - $62.3K
|
714
$259K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
105+ 11.67% |
$29.3K - $38.5K
|
1.01K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
217+ 9.64% |
$60.5K - $79.5K
|
2.47K
$894K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 2.38% |
$20.9K - $27.5K
|
3.08K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-282- 0.27% |
$78.6K - $103K
|
104K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94+ 10.59% |
$26.2K - $34.4K
|
982
$356K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$27.9K - $36.6K
|
100
$36.2K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
653New |
$182K - $239K
|
653
$237K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
650New |
$181K - $238K
|
650
$235K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-150- 4.56% |
$41.8K - $55K
|
3.14K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4.5K+ 900.0% |
$1.25M - $1.65M
|
5K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
299New |
$83.3K - $110K
|
299
$108K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
568+ 34.59% |
$158K - $208K
|
2.21K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.67K+ 117.48% |
$1.86M - $2.44M
|
12.3K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-92- 6.61% |
$25.6K - $33.7K
|
1.3K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$1.41M - $1.85M
|
5.05K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1K+ 400.0% |
$279K - $366K
|
1.25K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.44K- 11.13% |
$401K - $528K
|
11.5K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
37.6K+ 4152.87% |
$10.5M - $13.8M
|
38.5K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.03KNew |
$844K - $1.11M
|
3.03K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
95+ 3.62% |
$26.5K - $34.8K
|
2.72K
$984K
|