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
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
29+ 1.34% |
$9.19K - $11.3K
|
2.2K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29+ 1.16% |
$9.19K - $11.3K
|
2.54K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
28+ 2.34% |
$8.87K - $11K
|
1.23K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
28+ 0.81% |
$8.87K - $11K
|
3.47K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
28+ 1.57% |
$8.87K - $11K
|
1.81K
$737K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
28+ 7.16% |
$8.87K - $11K
|
419
$171K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 3.71% |
$8.55K - $10.6K
|
754
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
27+ 1.16% |
$8.55K - $10.6K
|
2.35K
$958K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
27+ 3.96% |
$8.55K - $10.6K
|
709
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
26+ 1.61% |
$8.24K - $10.2K
|
1.64K
$670K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.57% |
$8.24K - $10.2K
|
1.04K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 3.36% |
$7.92K - $9.78K
|
770
$314K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
25+ 6.54% |
$7.92K - $9.78K
|
407
$166K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 2.16% |
$7.92K - $9.78K
|
1.18K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
25+ 0.87% |
$7.92K - $9.78K
|
2.92K
$1.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
25+ 0.29% |
$7.92K - $9.78K
|
8.71K
$3.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 0.86% |
$7.6K - $9.39K
|
2.83K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
24+ 0.56% |
$7.6K - $9.39K
|
4.29K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
24+ 1.87% |
$7.6K - $9.39K
|
1.31K
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
24+ 1.66% |
$7.6K - $9.39K
|
1.47K
$599K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 1.56% |
$7.29K - $9K
|
1.5K
$610K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23+ 0.69% |
$7.29K - $9K
|
3.33K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 3.81% |
$7.29K - $9K
|
626
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.19% |
$7.29K - $9K
|
12.2K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 1.05% |
$6.97K - $8.6K
|
2.11K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 2.91% |
$6.97K - $8.6K
|
778
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22+ 0.71% |
$6.97K - $8.6K
|
3.13K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$6.97K - $8.6K
|
1.14K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 17.89% |
$6.97K - $8.6K
|
145
$59.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
21+ 8.11% |
$6.65K - $8.21K
|
280
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21+ 1.62% |
$6.65K - $8.21K
|
1.32K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 0.22% |
$6.65K - $8.21K
|
9.45K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 2.11% |
$6.65K - $8.21K
|
1.02K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21+ 1.52% |
$6.65K - $8.21K
|
1.41K
$574K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 2.72% |
$6.65K - $8.21K
|
792
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20+ 2.53% |
$6.34K - $7.82K
|
811
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.17% |
$6.34K - $7.82K
|
11.5K
$4.68M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
20+ 2.76% |
$6.34K - $7.82K
|
745
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
19+ 1.72% |
$6.02K - $7.43K
|
1.12K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
19+ 1.92% |
$6.02K - $7.43K
|
1.01K
$412K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
19+ 1.51% |
$6.02K - $7.43K
|
1.28K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 2.22% |
$5.7K - $7.04K
|
827
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18+ 1.67% |
$5.7K - $7.04K
|
1.1K
$447K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
17New |
$5.39K - $6.65K
|
17
$6.93K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17+ 0.88% |
$5.39K - $6.65K
|
1.95K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 2.5% |
$5.07K - $6.26K
|
656
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16+ 0.38% |
$5.07K - $6.26K
|
4.26K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.07K - $6.26K
|
816
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 4.32% |
$5.07K - $6.26K
|
386
$157K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
16+ 1.09% |
$5.07K - $6.26K
|
1.48K
$604K
|