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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
237New |
$76.2K - $89.9K
|
237
$80.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$50K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
1.14KNew |
$366K - $432K
|
1.14K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 0.17% |
$643 - $759
|
1.16K
$392K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$643 - $759
|
2
$676
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.93K - $2.28K
|
6
$2.03K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 3.44% |
$18.3K - $21.6K
|
1.71K
$579K
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$6.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110- 9.49% |
$35.4K - $41.7K
|
1.05K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
87New |
$28K - $33K
|
87
$29.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
30.8KNew |
$9.89M - $11.7M
|
30.8K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$102K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
100+ 6.18% |
$32.1K - $37.9K
|
1.72K
$581K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.42K+ 124.24% |
$2.71M - $3.19M
|
15.2K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$78.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-375- 0.23% |
$121K - $142K
|
160K
$54.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
14+ 1.02% |
$4.5K - $5.31K
|
1.39K
$470K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$6.43K - $7.59K
|
20
$6.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
846+ 66.25% |
$272K - $321K
|
2.12K
$718K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
683New |
$220K - $259K
|
683
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 0.89% |
$4.82K - $5.69K
|
1.67K
$566K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
126New |
$40.5K - $47.8K
|
126
$42.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
140New |
$45K - $53.1K
|
140
$47.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.04KNew |
$655K - $773K
|
2.04K
$689K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 7.49% |
$22.5K - $26.6K
|
1.01K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-738- 61.76% |
$237K - $280K
|
457
$155K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 12.7% |
$67.5K - $79.7K
|
1.44K
$488K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$12.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1KNew |
$321K - $379K
|
1K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 0.83% |
$25.7K - $30.3K
|
9.54K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.68KNew |
$2.79M - $3.29M
|
8.68K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40- 1.46% |
$12.9K - $15.2K
|
2.69K
$911K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.37K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.24KNew |
$397K - $468K
|
1.24K
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
147New |
$47.3K - $55.8K
|
147
$49.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
968New |
$311K - $367K
|
968
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$291K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 16.56% |
$40.2K - $47.4K
|
630
$213K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-147- 4.74% |
$47.3K - $55.8K
|
2.95K
$998K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.63% |
$1.61K - $1.9K
|
790
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
294New |
$94.5K - $112K
|
294
$99.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 1.88% |
$8.04K - $9.48K
|
1.36K
$458K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.09% |
$32.1K - $37.9K
|
4.69K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-136- 8.26% |
$43.7K - $51.6K
|
1.51K
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.71% |
$964 - $1.14K
|
427
$144K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
133+ 4.54% |
$42.8K - $50.4K
|
3.06K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
93+ 16.85% |
$29.9K - $35.3K
|
645
$218K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 3.64% |
$1.93K - $2.28K
|
159
$53.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-40- 5.89% |
$12.9K - $15.2K
|
639
$216K
|