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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
554New |
$176K - $217K
|
554
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 3.01% |
$23.4K - $28.9K
|
2.54K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.45% |
$317 - $391
|
224
$90.9K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-179- 35.24% |
$56.7K - $70K
|
329
$133K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 11.02% |
$79.2K - $97.8K
|
2.02K
$819K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
550New |
$174K - $215K
|
550
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-350- 20.59% |
$111K - $137K
|
1.35K
$548K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-244- 6.52% |
$77.3K - $95.4K
|
3.5K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
124+ 5.66% |
$39.3K - $48.5K
|
2.31K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
665New |
$211K - $260K
|
665
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
600New |
$190K - $235K
|
600
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
18K
$7.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-147- 16.61% |
$46.6K - $57.5K
|
738
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
720New |
$228K - $282K
|
720
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
544New |
$172K - $213K
|
544
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-63- 5.54% |
$20K - $24.6K
|
1.07K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.4K- 2.19% |
$1.39M - $1.72M
|
197K
$79.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$317 - $391
|
707
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-48- 0.79% |
$15.2K - $18.8K
|
6.04K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
597New |
$189K - $233K
|
597
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
518New |
$164K - $203K
|
518
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-918- 4.77% |
$291K - $359K
|
18.3K
$7.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
525New |
$166K - $205K
|
525
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$794K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$317 - $391
|
1.94K
$788K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
551New |
$175K - $216K
|
551
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
595New |
$188K - $233K
|
595
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
527New |
$167K - $206K
|
527
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
584New |
$185K - $228K
|
584
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
313New |
$99.2K - $122K
|
313
$127K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
- |
-1.21K- 50.33% |
$382K - $472K
|
1.19K
$483K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-100- 5.0% |
$31.7K - $39.1K
|
1.9K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 22.22% |
$634 - $782
|
11
$4.46K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 6.36% |
$339K - $419K
|
17.9K
$7.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-5.98KClosed |
$1.89M - $2.34M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$42.8K - $52.8K
|
135
$54.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
573New |
$182K - $224K
|
573
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
575New |
$182K - $225K
|
575
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 19.91% |
$127K - $157K
|
2.42K
$982K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-250- 4.78% |
$79.2K - $97.8K
|
4.98K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
549New |
$174K - $215K
|
549
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 10.53% |
$1.27K - $1.56K
|
34
$13.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
600New |
$190K - $235K
|
600
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-247- 18.78% |
$78.2K - $96.6K
|
1.07K
$433K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
537New |
$170K - $210K
|
537
$218K
|