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 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.65% |
$19K - $23.5K
|
9.23K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59+ 4.35% |
$18.7K - $23.1K
|
1.42K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
59+ 1.42% |
$18.7K - $23.1K
|
4.22K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 1.21% |
$18.7K - $23.1K
|
4.95K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
59+ 0.23% |
$18.7K - $23.1K
|
25.9K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
59+ 1.33% |
$18.7K - $23.1K
|
4.49K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
58+ 7.09% |
$18.4K - $22.7K
|
876
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 2.9% |
$18.4K - $22.7K
|
2.06K
$819K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
58+ 1.83% |
$18.4K - $22.7K
|
3.23K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
58+ 1.22% |
$18.4K - $22.7K
|
4.83K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
58+ 0.79% |
$18.4K - $22.7K
|
7.39K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
56+ 0.8% |
$17.7K - $21.9K
|
7.06K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
55+ 4.3% |
$17.4K - $21.5K
|
1.34K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 35.03% |
$17.4K - $21.5K
|
212
$84.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
55+ 1.09% |
$17.4K - $21.5K
|
5.1K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
55+ 1.85% |
$17.4K - $21.5K
|
3.02K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 46.96% |
$17.1K - $21.1K
|
169
$67.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
53+ 1.37% |
$16.8K - $20.7K
|
3.93K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
53+ 4.15% |
$16.8K - $20.7K
|
1.33K
$529K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 5.99% |
$16.5K - $20.3K
|
920
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
51+ 3.77% |
$16.2K - $19.9K
|
1.4K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
51+ 2.52% |
$16.2K - $19.9K
|
2.08K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
51+ 2.78% |
$16.2K - $19.9K
|
1.89K
$750K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
51+ 2.98% |
$16.2K - $19.9K
|
1.76K
$700K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
50+ 0.47% |
$15.8K - $19.6K
|
10.8K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50+ 2.52% |
$15.8K - $19.6K
|
2.03K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
50+ 3.42% |
$15.8K - $19.6K
|
1.51K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 23.92% |
$15.8K - $19.6K
|
259
$103K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
50New |
$15.8K - $19.6K
|
50
$19.9K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
50+ 2.56% |
$15.8K - $19.6K
|
2K
$795K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.03% |
$15.8K - $19.6K
|
4.9K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
50+ 0.12% |
$15.8K - $19.6K
|
42.9K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 47.17% |
$15.8K - $19.6K
|
156
$62K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 5.98% |
$15.8K - $19.6K
|
886
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
49+ 3.42% |
$15.5K - $19.2K
|
1.48K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 1.51% |
$15.2K - $18.8K
|
3.24K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
47+ 0.34% |
$14.9K - $18.4K
|
13.9K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 3.86% |
$14.9K - $18.4K
|
1.26K
$502K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
46+ 0.47% |
$14.6K - $18K
|
9.91K
$3.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
46+ 1.24% |
$14.6K - $18K
|
3.76K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 2.69% |
$14.3K - $17.6K
|
1.72K
$682K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
45+ 0.58% |
$14.3K - $17.6K
|
7.83K
$3.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 3.39% |
$14.3K - $17.6K
|
1.37K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
44+ 0.58% |
$13.9K - $17.2K
|
7.67K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 67.69% |
$13.9K - $17.2K
|
109
$43.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$572K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
44+ 1.69% |
$13.9K - $17.2K
|
2.64K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$498K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.28% |
$13.6K - $16.8K
|
15.6K
$6.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$258K
|