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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 42.91% |
$596K - $786K
|
8.78K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$337K - $444K
|
1.49K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
80New |
$18.1K - $23.8K
|
80
$29K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 7.74% |
$2.71K - $3.58K
|
167
$60.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-49.5K- 54.17% |
$11.2M - $14.8M
|
41.9K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
764+ 4.86% |
$173K - $228K
|
16.5K
$5.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$237K - $313K
|
1.05K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.62KNew |
$365K - $481K
|
1.62K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88New |
$19.9K - $26.2K
|
88
$31.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.47KNew |
$331K - $437K
|
1.47K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.11K+ 49.14% |
$476K - $628K
|
6.4K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16KNew |
$3.62M - $4.77M
|
16K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
339+ 17.5% |
$76.6K - $101K
|
2.28K
$824K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
641New |
$145K - $191K
|
641
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50+ 12.66% |
$11.3K - $14.9K
|
445
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
914New |
$207K - $272K
|
914
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
864New |
$195K - $258K
|
864
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-5.13K- 18.11% |
$1.16M - $1.53M
|
23.2K
$8.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
222+ 24.53% |
$50.2K - $66.2K
|
1.13K
$408K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 9.68% |
$22.6K - $29.8K
|
933
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
701New |
$158K - $209K
|
701
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-59- 0.82% |
$13.3K - $17.6K
|
7.1K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
39+ 2.21% |
$8.82K - $11.6K
|
1.8K
$652K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
PUT |
500New |
$113K - $149K
|
500
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
359New |
$81.2K - $107K
|
359
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 4.28% |
$9.72K - $12.8K
|
1.05K
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-654- 24.18% |
$148K - $195K
|
2.05K
$743K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 54.55% |
$1.36K - $1.79K
|
17
$6.16K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$1.81K - $2.38K
|
8
$2.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-3.42K- 10.0% |
$773K - $1.02M
|
30.8K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-109- 11.47% |
$24.6K - $32.5K
|
841
$305K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
54New |
$12.2K - $16.1K
|
54
$19.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
350+ 11.03% |
$79.1K - $104K
|
3.52K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
15New |
$3.39K - $4.47K
|
15
$5.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-8- 0.26% |
$1.81K - $2.38K
|
3.11K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-129- 1.31% |
$29.2K - $38.5K
|
9.74K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
35+ 1.36% |
$7.91K - $10.4K
|
2.62K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-205- 84.02% |
$46.3K - $61.1K
|
39
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
900+ 72.87% |
$203K - $268K
|
2.14K
$773K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
28.2K+ 28.4% |
$6.38M - $8.41M
|
128K
$46.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
809New |
$183K - $241K
|
809
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.36K- 14.21% |
$760K - $1M
|
20.3K
$7.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
6KNew |
$1.36M - $1.79M
|
6K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
71+ 0.37% |
$16K - $21.2K
|
19.5K
$7.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-3K- 78.95% |
$678K - $894K
|
800
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.97% |
$9.04K - $11.9K
|
968
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
322+ 36.67% |
$72.8K - $96K
|
1.2K
$435K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
714New |
$161K - $213K
|
714
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-24- 2.25% |
$5.43K - $7.15K
|
1.05K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-10- 0.69% |
$2.26K - $2.98K
|
1.43K
$518K
|