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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 4.48% |
$1.08K - $1.25K
|
70
$23.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.57K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.24% |
$1.08K - $1.25K
|
1.28K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$1.08K - $1.25K
|
15
$5.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.37% |
$1.08K - $1.25K
|
816
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$1.08K - $1.25K
|
826
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.27% |
$1.08K - $1.25K
|
1.1K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.17% |
$1.08K - $1.25K
|
1.75K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$1.08K - $1.25K
|
638
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$1.08K - $1.25K
|
3
$1.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$1.08K - $1.25K
|
763
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$1.08K - $1.25K
|
2.2K
$738K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$1.08K - $1.25K
|
1.53K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.35% |
$721 - $834
|
566
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.18% |
$721 - $834
|
1.14K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$721 - $834
|
2
$672
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.07% |
$721 - $834
|
2.77K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.57K
$863K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.3% |
$721 - $834
|
659
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$721 - $834
|
2.78K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$721 - $834
|
1.66K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$721 - $834
|
1.14K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2+ 0.2% |
$721 - $834
|
989
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.03K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.08K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.58K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.26% |
$721 - $834
|
771
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$721 - $834
|
4.8K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$721 - $834
|
640
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.16% |
$721 - $834
|
1.22K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.57K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$721 - $834
|
2.94K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.19% |
$721 - $834
|
1.08K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.11% |
$721 - $834
|
1.83K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$721 - $834
|
2
$672
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$721 - $834
|
3.51K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.55K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2+ 0.16% |
$721 - $834
|
1.24K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.67K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.29% |
$721 - $834
|
696
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$721 - $834
|
3.67K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
2+ 0.28% |
$721 - $834
|
710
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.19% |
$360 - $417
|
534
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.15% |
$360 - $417
|
664
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$360 - $417
|
1.23K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$360 - $417
|
4K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$360 - $417
|
213
$71.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1+ 0.18% |
$360 - $417
|
569
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.35K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.15% |
$360 - $417
|
651
$219K
|