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 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
15+ 2.28% |
$4.75K - $5.87K
|
673
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
15+ 1.15% |
$4.75K - $5.87K
|
1.32K
$523K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 2.14% |
$4.75K - $5.87K
|
716
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.09% |
$4.44K - $5.48K
|
15.4K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.44K - $5.48K
|
1.61K
$642K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.44% |
$4.44K - $5.48K
|
3.23K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$4.44K - $5.48K
|
3.96K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
13+ 0.83% |
$4.12K - $5.08K
|
1.57K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.98% |
$4.12K - $5.08K
|
1.33K
$530K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 1.8% |
$4.12K - $5.08K
|
736
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12+ 0.47% |
$3.8K - $4.69K
|
2.57K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.13% |
$3.8K - $4.69K
|
8.91K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.36% |
$3.8K - $4.69K
|
236
$93.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.17% |
$3.8K - $4.69K
|
7.15K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 0.44% |
$3.8K - $4.69K
|
2.75K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12+ 1.29% |
$3.8K - $4.69K
|
939
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12+ 0.59% |
$3.8K - $4.69K
|
2.05K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.68% |
$3.8K - $4.69K
|
1.77K
$702K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.72% |
$3.48K - $4.3K
|
649
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 1.14% |
$3.48K - $4.3K
|
978
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 0.23% |
$3.17K - $3.91K
|
4.29K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$3.17K - $3.91K
|
3.24K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
10+ 0.07% |
$3.17K - $3.91K
|
14K
$5.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10+ 0.33% |
$3.17K - $3.91K
|
3.08K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
10+ 0.38% |
$3.17K - $3.91K
|
2.65K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$3.17K - $3.91K
|
10
$3.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.45% |
$2.85K - $3.52K
|
2.02K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.09% |
$2.85K - $3.52K
|
9.83K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$2.85K - $3.52K
|
1.98K
$789K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
9+ 1.47% |
$2.85K - $3.52K
|
621
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 1.86% |
$2.85K - $3.52K
|
494
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.32% |
$2.85K - $3.52K
|
2.78K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
9+ 1.04% |
$2.85K - $3.52K
|
875
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9+ 0.94% |
$2.85K - $3.52K
|
964
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8+ 0.31% |
$2.53K - $3.13K
|
2.58K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.05% |
$2.53K - $3.13K
|
769
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8New |
$2.53K - $3.13K
|
8
$3.18K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
8+ 0.02% |
$2.53K - $3.13K
|
40.5K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$2.53K - $3.13K
|
12.3K
$4.89M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
8+ 0.4% |
$2.53K - $3.13K
|
2.02K
$802K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
8+ 3.65% |
$2.53K - $3.13K
|
227
$90.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7New |
$2.22K - $2.74K
|
7
$2.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
7+ 0.23% |
$2.22K - $2.74K
|
3.1K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7+ 0.45% |
$2.22K - $2.74K
|
1.56K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.15% |
$2.22K - $2.74K
|
4.65K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.42% |
$2.22K - $2.74K
|
1.67K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
7+ 0.6% |
$2.22K - $2.74K
|
1.18K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.33% |
$2.22K - $2.74K
|
2.16K
$857K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 42.86% |
$1.9K - $2.35K
|
20
$7.95K
|