Latest Institutional Purchases of Caterpillar Inc (CAT)
This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
112+ 2.81% |
$35.5K - $43.8K
|
4.09K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
112+ 4.27% |
$35.5K - $43.8K
|
2.74K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 3.44% |
$35.5K - $43.8K
|
3.37K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
111+ 0.5% |
$35.2K - $43.4K
|
22.2K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
110New |
$34.8K - $43K
|
110
$43.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
110+ 11.09% |
$34.8K - $43K
|
1.1K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
110+ 2.52% |
$34.8K - $43K
|
4.48K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109+ 1.57% |
$34.5K - $42.6K
|
7.04K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
109+ 12.34% |
$34.5K - $42.6K
|
992
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 5.81% |
$34.5K - $42.6K
|
1.99K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108+ 7.45% |
$34.2K - $42.2K
|
1.56K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
107+ 3.18% |
$33.9K - $41.8K
|
3.47K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
107+ 11.16% |
$33.9K - $41.8K
|
1.07K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
106+ 0.72% |
$33.6K - $41.5K
|
14.9K
$5.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.08% |
$33.6K - $41.5K
|
128K
$51M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 3.44% |
$33.3K - $41.1K
|
3.16K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
104+ 8.67% |
$32.9K - $40.7K
|
1.3K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
104+ 10.29% |
$32.9K - $40.7K
|
1.12K
$443K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
102+ 14.13% |
$32.3K - $39.9K
|
824
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 4.73% |
$31.7K - $39.1K
|
2.21K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.12% |
$31.7K - $39.1K
|
9.01K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 2.12% |
$31.7K - $39.1K
|
4.81K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
99+ 13.25% |
$31.4K - $38.7K
|
846
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
99+ 0.93% |
$31.4K - $38.7K
|
10.7K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 1.49% |
$31K - $38.3K
|
6.68K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
97+ 1.95% |
$30.7K - $37.9K
|
5.08K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
97+ 0.77% |
$30.7K - $37.9K
|
12.7K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
96+ 2.48% |
$30.4K - $37.5K
|
3.96K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 0.14% |
$30.1K - $37.2K
|
68.9K
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93+ 3.82% |
$29.5K - $36.4K
|
2.53K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
93+ 2.67% |
$29.5K - $36.4K
|
3.58K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
93+ 25.0% |
$29.5K - $36.4K
|
465
$185K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
91New |
$28.8K - $35.6K
|
91
$36.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
91+ 0.61% |
$28.8K - $35.6K
|
15.1K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
90+ 12.93% |
$28.5K - $35.2K
|
786
$312K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
88+ 14.17% |
$27.9K - $34.4K
|
709
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
87+ 1.44% |
$27.6K - $34K
|
6.12K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
87+ 4.83% |
$27.6K - $34K
|
1.89K
$751K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 4.03% |
$27.6K - $34K
|
2.25K
$893K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
87+ 7.45% |
$27.6K - $34K
|
1.26K
$499K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
87+ 3.4% |
$27.6K - $34K
|
2.65K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
86+ 1.34% |
$27.2K - $33.6K
|
6.52K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
86+ 3.82% |
$27.2K - $33.6K
|
2.34K
$929K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85+ 11.41% |
$26.9K - $33.2K
|
830
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
85+ 9.68% |
$26.9K - $33.2K
|
963
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
83+ 1.32% |
$26.3K - $32.5K
|
6.36K
$2.53M
|