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
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 126.92% |
$11.9K - $13.8K
|
59
$23.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
33+ 6.24% |
$11.9K - $13.8K
|
562
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
32New |
$11.5K - $13.3K
|
32
$13K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
31+ 0.78% |
$11.2K - $12.9K
|
4.01K
$1.63M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
30New |
$10.8K - $12.5K
|
30
$12.2K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
30New |
$10.8K - $12.5K
|
30
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
30+ 1.64% |
$10.8K - $12.5K
|
1.85K
$752K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
29+ 5.03% |
$10.5K - $12.1K
|
605
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.62% |
$9.73K - $11.3K
|
4.37K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$9.01K - $10.4K
|
25
$10.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25+ 3.32% |
$9.01K - $10.4K
|
779
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 10.08% |
$9.01K - $10.4K
|
273
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.51% |
$9.01K - $10.4K
|
738
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 1.99% |
$8.29K - $9.59K
|
1.18K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
22+ 2.01% |
$7.93K - $9.17K
|
1.12K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
22+ 4.0% |
$7.93K - $9.17K
|
572
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
21+ 0.62% |
$7.57K - $8.75K
|
3.43K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 2.9% |
$6.85K - $7.92K
|
675
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
16New |
$5.77K - $6.67K
|
16
$6.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15+ 2.61% |
$5.41K - $6.25K
|
590
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 2.48% |
$5.05K - $5.84K
|
578
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
13+ 3.0% |
$4.68K - $5.42K
|
446
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.71% |
$3.6K - $4.17K
|
1.43K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.75% |
$3.6K - $4.17K
|
1.34K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 7.35% |
$3.6K - $4.17K
|
146
$59.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9+ 0.73% |
$3.24K - $3.75K
|
1.24K
$503K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
9+ 1.38% |
$3.24K - $3.75K
|
661
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.35% |
$2.52K - $2.92K
|
2.01K
$814K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.02% |
$2.16K - $2.5K
|
594
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 0.87% |
$2.16K - $2.5K
|
695
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6+ 1.09% |
$2.16K - $2.5K
|
557
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
5+ 0.45% |
$1.8K - $2.08K
|
1.12K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.61% |
$1.44K - $1.67K
|
663
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.56K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3+ 0.44% |
$1.08K - $1.25K
|
684
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.19% |
$1.08K - $1.25K
|
1.57K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3+ 0.27% |
$1.08K - $1.25K
|
1.1K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$1.08K - $1.25K
|
3
$1.22K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$721 - $834
|
640
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.57K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.67K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.08% |
$360 - $417
|
1.18K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
840
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.09% |
$360 - $417
|
1.13K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.7% |
$360 - $417
|
144
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.13% |
$360 - $417
|
761
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.18% |
$360 - $417
|
552
$224K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$360 - $417
|
1.03K
$416K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
170KNew |
$54M - $66.6M
|
170K
$69.1M
|
|