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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 67.69% |
$13.9K - $17.2K
|
109
$44.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$587K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
44+ 1.69% |
$13.9K - $17.2K
|
2.64K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.28% |
$13.6K - $16.8K
|
15.6K
$6.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
43+ 2.98% |
$13.6K - $16.8K
|
1.49K
$607K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
43+ 2.37% |
$13.6K - $16.8K
|
1.86K
$758K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
42+ 0.69% |
$13.3K - $16.4K
|
6.13K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
42+ 15.27% |
$13.3K - $16.4K
|
317
$129K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
42+ 0.34% |
$13.3K - $16.4K
|
12.4K
$5.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
41+ 0.24% |
$13K - $16K
|
16.9K
$6.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
41+ 3.61% |
$13K - $16K
|
1.18K
$480K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.77% |
$12.7K - $15.6K
|
5.27K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$15.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$15.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
39+ 0.65% |
$12.4K - $15.3K
|
6K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 3.49% |
$12.4K - $15.3K
|
1.16K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
39+ 1.33% |
$12.4K - $15.3K
|
2.98K
$1.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
39+ 2.66% |
$12.4K - $15.3K
|
1.5K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 3.96% |
$12K - $14.9K
|
998
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 3.78% |
$12K - $14.9K
|
1.04K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
37+ 1.74% |
$11.7K - $14.5K
|
2.16K
$881K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37+ 18.59% |
$11.7K - $14.5K
|
236
$96.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
37+ 1.72% |
$11.7K - $14.5K
|
2.19K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 2.98% |
$11.4K - $14.1K
|
1.24K
$507K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
36+ 1.58% |
$11.4K - $14.1K
|
2.32K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35+ 2.1% |
$11.1K - $13.7K
|
1.7K
$693K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
35+ 0.81% |
$11.1K - $13.7K
|
4.38K
$1.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 2.21% |
$11.1K - $13.7K
|
1.62K
$660K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.47% |
$10.8K - $13.3K
|
7.24K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
34+ 1.65% |
$10.8K - $13.3K
|
2.09K
$853K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 4.87% |
$10.8K - $13.3K
|
732
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
34+ 4.05% |
$10.8K - $13.3K
|
873
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
33+ 1.15% |
$10.5K - $12.9K
|
2.91K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 1.22% |
$10.5K - $12.9K
|
2.73K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
33+ 0.35% |
$10.5K - $12.9K
|
9.48K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 2.52% |
$10.5K - $12.9K
|
1.34K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
33+ 0.79% |
$10.5K - $12.9K
|
4.21K
$1.72M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
33+ 2.22% |
$10.5K - $12.9K
|
1.52K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
32+ 0.14% |
$10.1K - $12.5K
|
22.9K
$9.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
32+ 2.11% |
$10.1K - $12.5K
|
1.55K
$631K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
32+ 4.48% |
$10.1K - $12.5K
|
747
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.62% |
$9.82K - $12.1K
|
5K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 6.89% |
$9.82K - $12.1K
|
481
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
31+ 0.27% |
$9.82K - $12.1K
|
11.7K
$4.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
30+ 42.86% |
$9.5K - $11.7K
|
100
$40.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 4.09% |
$9.5K - $11.7K
|
763
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
30+ 3.55% |
$9.5K - $11.7K
|
876
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
30+ 1.94% |
$9.5K - $11.7K
|
1.58K
$643K
|