Latest Institutional Transactions on Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 10, 2021 Q1 2021
West Coast Financial LLC

SELL
 -
-1.1K
Closed
$199K - $257K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-424
Closed
$76.6K - $99.1K
0 $0
May 10, 2021 Q1 2021
Merriman Wealth Management, LLC

SELL
 -
-1.15K
Closed
$207K - $268K
0 $0
May 10, 2021 Q1 2021
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-17.6K
Closed
$3.18M - $4.11M
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-184
Closed
$33.2K - $43K
0 $0
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-600
Closed
$108K - $140K
0 $0
May 06, 2021 Q1 2021
Estate Counselors, LLC

SELL
 -
-6.13K
- 95.29%
$1.11M - $1.43M
303 $110K
May 06, 2021 Q1 2021
Quantitative Systematic Strategies LLC

SELL
 -
-3.62K
- 23.84%
$654K - $846K
11.6K $4.2M
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

SELL
 -
-1.11K
Closed
$201K - $260K
0 $0
Apr 26, 2021 Q1 2021
Wela Strategies, Inc.

SELL
 -
-1.56K
Closed
$281K - $363K
0 $0
Apr 14, 2021 Q1 2021
Alliance Wealth Advisors, LLC

SELL
 -
-1.52K
Closed
$274K - $354K
0 $0
Apr 09, 2021 Q1 2021
Flagship Private Wealth, LLC

SELL
 -
-175
Closed
$31.6K - $40.9K
0 $0
Apr 07, 2021 Q1 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-685
Closed
$124K - $160K
0 $0
Q4 2020
Aug 28, 2024 Q4 2020
Farmers National Bank

Danville, KY
SELL
 -
-743
- 25.82%
$109K - $135K
2.14K $775K
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-775
Closed
$114K - $141K
0 $0
Feb 16, 2021 Q4 2020
Broderick Brian C

SELL
 -
-3.78K
Closed
$555K - $689K
0 $0
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

BUY
 CALL
500
New
$73.4K - $91.1K
500 $182K
Feb 16, 2021 Q4 2020
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-5.04K
Closed
$740K - $919K
0 $0
Feb 12, 2021 Q4 2020
Robert Olstein Olstein Capital Management, L.P.
SELL
 -
-28K
Closed
$4.11M - $5.1M
0 $0
Feb 12, 2021 Q4 2020
Vontobel Holding Ltd.

BUY
 PUT
5.5K
New
$807K - $1M
5.5K $2M
Feb 11, 2021 Q4 2020
Sanders Capital, LLC

West Palm Beach, FL
SELL
 -
-6.28M
Closed
$922M - $1.14B
0 $0
Feb 10, 2021 Q4 2020
Martin Currie LTD

Edinburgh, X0
SELL
 -
-61.1K
Closed
$8.97M - $11.1M
0 $0
Feb 10, 2021 Q4 2020
Wescap Management Group, Inc.

Glendale, CA
SELL
 -
-1K
- 38.46%
$147K - $182K
1.6K $581K
Feb 10, 2021 Q4 2020
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-13
Closed
$1.91K - $2.37K
0 $0
Feb 08, 2021 Q4 2020
Waratah Capital Advisors Ltd.

Toronto, A6
SELL
 -
-39.1K
Closed
$5.73M - $7.12M
0 $0
Feb 02, 2021 Q4 2020
Danda Trouve Investment Management, Inc.

SELL
 -
-200
Closed
$29.3K - $36.4K
0 $0
Jan 27, 2021 Q4 2020
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-2.09K
Closed
$306K - $380K
0 $0
Jan 22, 2021 Q4 2020
Dorchester Wealth Management CO

SELL
 -
-1.65K
Closed
$242K - $301K
0 $0
Jan 07, 2021 Q4 2020
Martin Capital Partners, LLC

SELL
 -
-778
Closed
$114K - $142K
0 $0
Q3 2020
Nov 17, 2020 Q3 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-16
Closed
$2.01K - $2.46K
0 $0
Nov 16, 2020 Q3 2020
Holocene Advisors, LP

New York, NY
SELL
 PUT
-363K
Closed
$45.6M - $55.8M
0 $0
Nov 16, 2020 Q3 2020
Rbf Capital, LLC

San Francisco, CA
BUY
 -
3.5K
+ 30.43%
$440K - $539K
15K $5.45M
Nov 16, 2020 Q3 2020
Deep Currents Investment Group LLC

New York, NY
SELL
 -
-233
Closed
$29.3K - $35.9K
0 $0
Nov 13, 2020 Q3 2020
Sns Financial Group, LLC

BUY
 CALL
11.7K
+ 5850.0%
$1.47M - $1.8M
11.9K $4.32M
Nov 13, 2020 Q3 2020
Truist Financial Corp

BUY
 CALL
3.5K
New
$440K - $539K
3.5K $1.27M
Nov 13, 2020 Q3 2020
Rbo & CO LLC

St Helena, CA
BUY
 -
1.5K
New
$189K - $231K
1.5K $545K
Nov 12, 2020 Q3 2020
Alpine Global Management, LLC

New York, NY
SELL
 -
-3.77K
Closed
$474K - $581K
0 $0
Nov 12, 2020 Q3 2020
Cqs (Us), LLC

New York, NY
SELL
 PUT
-660K
Closed
$83M - $102M
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-100
Closed
$12.6K - $15.4K
0 $0
Nov 09, 2020 Q3 2020
Harvest Group Wealth Management, LLC

SELL
 -
-15
Closed
$1.89K - $2.31K
0 $0
Nov 06, 2020 Q3 2020
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-1.94K
Closed
$243K - $298K
0 $0
Nov 05, 2020 Q3 2020
Perella Weinberg Partners Capital Management LP

SELL
 -
-5.2K
- 17.51%
$654K - $800K
24.5K $8.9M
Nov 05, 2020 Q3 2020
Creative Planning

Overland Park, KS
BUY
 PUT
300
+ 100.0%
$37.7K - $46.2K
600 $218K
Nov 04, 2020 Q3 2020
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-2.55K
Closed
$320K - $392K
0 $0
Nov 03, 2020 Q3 2020
Berkeley Capital Partners, LLC

SELL
 -
-1.9K
Closed
$238K - $292K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-100
Closed
$12.6K - $15.4K
0 $0
Oct 30, 2020 Q3 2020
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
1.71K
New
$215K - $263K
1.71K $621K
Oct 29, 2020 Q3 2020
Alaska Permanent Fund Corp

Juneau, AK
SELL
 -
-7.09K
Closed
$891K - $1.09M
0 $0
Oct 20, 2020 Q3 2020
Keudell

BUY
 CALL
200
New
$25.1K - $30.8K
200 $72.6K

Track Institutional and Insider Activities on CAT

Follow CATERPILLAR INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CAT shares.

Notify only if

Insider Trading

Get notified when an Caterpillar Inc insider buys or sells CAT shares.

Notify only if

News

Receive news related to CATERPILLAR INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CAT