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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.86% |
$4.32K - $5K
|
1.41K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 0.37% |
$4.32K - $5K
|
3.25K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12+ 0.45% |
$4.32K - $5K
|
2.69K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11New |
$3.96K - $4.59K
|
11
$3.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.56K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
11+ 0.73% |
$3.96K - $4.59K
|
1.52K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 4.66% |
$3.96K - $4.59K
|
247
$87.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11+ 0.26% |
$3.96K - $4.59K
|
4.2K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
11+ 0.55% |
$3.96K - $4.59K
|
2K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
11+ 0.41% |
$3.96K - $4.59K
|
2.7K
$955K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11+ 0.54% |
$3.96K - $4.59K
|
2.06K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.41% |
$3.6K - $4.17K
|
2.45K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.71% |
$3.6K - $4.17K
|
1.43K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 7.58% |
$3.6K - $4.17K
|
142
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.41% |
$3.6K - $4.17K
|
2.44K
$864K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 1.25% |
$3.6K - $4.17K
|
810
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.22% |
$3.6K - $4.17K
|
4.6K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
10+ 0.66% |
$3.6K - $4.17K
|
1.52K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.75% |
$3.6K - $4.17K
|
1.34K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.6K - $4.17K
|
5.92K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 7.35% |
$3.6K - $4.17K
|
146
$51.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.85% |
$3.6K - $4.17K
|
1.19K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.19% |
$3.6K - $4.17K
|
5.17K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 1.4% |
$3.6K - $4.17K
|
726
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10New |
$3.6K - $4.17K
|
10
$3.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.73% |
$3.24K - $3.75K
|
1.24K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
9+ 0.68% |
$3.24K - $3.75K
|
1.33K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 3.59% |
$3.24K - $3.75K
|
260
$91.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9+ 0.93% |
$3.24K - $3.75K
|
972
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.32% |
$3.24K - $3.75K
|
2.79K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 1.05% |
$3.24K - $3.75K
|
866
$306K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
9+ 1.38% |
$3.24K - $3.75K
|
661
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8+ 12.12% |
$2.88K - $3.34K
|
74
$26.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8+ 0.63% |
$2.88K - $3.34K
|
1.27K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.69% |
$2.88K - $3.34K
|
1.17K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8+ 0.65% |
$2.88K - $3.34K
|
1.24K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.14% |
$2.88K - $3.34K
|
5.74K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.35% |
$2.52K - $2.92K
|
2.01K
$709K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7+ 0.31% |
$2.52K - $2.92K
|
2.25K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$2.52K - $2.92K
|
12.3K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
CALL |
7+ 21.88% |
$2.52K - $2.92K
|
39
$13.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 1.01% |
$2.52K - $2.92K
|
697
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7+ 0.17% |
$2.52K - $2.92K
|
4.03K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 3.3% |
$2.52K - $2.92K
|
219
$77.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
7+ 0.32% |
$2.52K - $2.92K
|
2.16K
$764K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.99% |
$2.52K - $2.92K
|
716
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.77% |
$2.16K - $2.5K
|
785
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 2.91% |
$2.16K - $2.5K
|
212
$74.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$2.16K - $2.5K
|
594
$210K
|