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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
167+ 8.29% |
$46.5K - $61.2K
|
2.18K
$890K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
140+ 0.5% |
$39K - $51.3K
|
27.9K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
140New |
$39K - $51.3K
|
140
$57.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$35.9K - $47.3K
|
129
$52.6K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
105+ 11.67% |
$29.3K - $38.5K
|
1.01K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
101+ 2.6% |
$28.1K - $37K
|
3.98K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
100+ 11.11% |
$27.9K - $36.6K
|
1K
$408K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$27.9K - $36.6K
|
100
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$27.9K - $36.6K
|
100
$40.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 40.0% |
$27.9K - $36.6K
|
350
$143K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 11.69% |
$27K - $35.5K
|
927
$378K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
95+ 3.62% |
$26.5K - $34.8K
|
2.72K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
94+ 10.59% |
$26.2K - $34.4K
|
982
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
90+ 10.86% |
$25.1K - $33K
|
919
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
88+ 15.41% |
$24.5K - $32.2K
|
659
$269K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
83+ 2.63% |
$23.1K - $30.4K
|
3.24K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
79New |
$22K - $28.9K
|
79
$32.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
75New |
$20.9K - $27.5K
|
75
$30.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
72+ 7.27% |
$20.1K - $26.4K
|
1.06K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
70+ 7.42% |
$19.5K - $25.7K
|
1.01K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
59+ 1.42% |
$16.4K - $21.6K
|
4.2K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
57+ 2.36% |
$15.9K - $20.9K
|
2.48K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
56+ 4.58% |
$15.6K - $20.5K
|
1.28K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 25.0% |
$13.9K - $18.3K
|
250
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.14% |
$12.5K - $16.5K
|
3.98K
$1.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40New |
$11.1K - $14.7K
|
40
$16.3K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34+ 2.47% |
$9.47K - $12.5K
|
1.41K
$575K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
30New |
$8.36K - $11K
|
30
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 3.74% |
$5.85K - $7.7K
|
583
$238K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20+ 1.78% |
$5.57K - $7.33K
|
1.15K
$467K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 1.14% |
$5.57K - $7.33K
|
1.78K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 0.13% |
$4.74K - $6.23K
|
13.2K
$5.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13+ 0.91% |
$3.62K - $4.76K
|
1.45K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$3.06K - $4.03K
|
11
$4.49K
|
|
|
May 14, 2024
Q1 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$836 - $1.1K
|
3
$1.22K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.65% |
$836 - $1.1K
|
468
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.35% |
$836 - $1.1K
|
857
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$279 - $366
|
696
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$279 - $366
|
1.17K
$476K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
54.8K+ 151.38% |
$12.4M - $16.3M
|
91K
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
50K+ 100.0% |
$11.3M - $14.9M
|
100K
$40.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
35KNew |
$7.91M - $10.4M
|
35K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$6.71M - $8.85M
|
29.7K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
28.2K+ 28.4% |
$6.38M - $8.41M
|
128K
$52M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
20KNew |
$4.52M - $5.96M
|
20K
$8.16M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16KNew |
$3.62M - $4.77M
|
16K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
13.3KNew |
$3.01M - $3.96M
|
13.3K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
10KNew |
$2.26M - $2.98M
|
10K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.96KNew |
$2.25M - $2.97M
|
9.96K
$4.06M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.62KNew |
$1.72M - $2.27M
|
7.62K
$3.11M
|
|