Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 14, 2024 Q4 2023
Lmr Partners LLP

London, X0
BUY
 PUT
5.5K
New
$1.24M - $1.64M
5.5K $2.19M
May 08, 2024 Q4 2023
M&G Investments (Usa) Inc.

Chicago, IL
BUY
 -
4.68K
New
$1.06M - $1.39M
4.68K $1.86M
Feb 14, 2024 Q4 2023
Mango Five Family, Inc.

Reno, NV
BUY
 -
3.47K
New
$783K - $1.03M
3.47K $1.38M
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
3.27K
New
$738K - $974K
3.27K $1.3M
Feb 14, 2024 Q4 2023
Sciencast Management LP

BUY
 -
2.91K
New
$657K - $866K
2.91K $1.16M
Feb 14, 2024 Q4 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
2.74K
New
$619K - $817K
2.74K $1.09M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.64K
+ 42.91%
$596K - $786K
8.78K $3.49M
Feb 01, 2024 Q4 2023
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
2.34K
New
$528K - $697K
2.34K $929K
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
2.34K
New
$528K - $697K
2.34K $929K
Feb 13, 2024 Q4 2023
Scholtz & Company, LLC

Stamford, CT
BUY
 -
2.15K
New
$486K - $641K
2.15K $855K
Feb 14, 2024 Q4 2023
Shay Capital LLC

New York, NY
BUY
 PUT
2K
New
$452K - $596K
2K $795K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
1.99K
New
$450K - $593K
1.99K $791K
Feb 16, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
1.81K
New
$408K - $538K
1.81K $717K
Feb 07, 2024 Q4 2023
One Degree Advisors Inc

San Diego, CA
BUY
 -
1.62K
New
$365K - $481K
1.62K $642K
Feb 08, 2024 Q4 2023
Longfellow Investment Management CO LLC

Boston, MA
BUY
 -
1.49K
New
$337K - $444K
1.49K $592K
Feb 06, 2024 Q4 2023
Hara Capital LLC

Bellevue, WA
BUY
 -
1.47K
New
$331K - $437K
1.47K $582K
Jan 08, 2024 Q4 2023
Arlington Financial Advisors, LLC

BUY
 -
1.34K
New
$302K - $398K
1.34K $531K
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.2K
New
$272K - $358K
1.2K $478K
Feb 12, 2024 Q4 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.16K
New
$263K - $347K
1.16K $463K
Feb 07, 2024 Q4 2023
Center Star Asset Management, LLC

BUY
 -
1.05K
New
$237K - $313K
1.05K $417K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.03K
+ 251.59%
$233K - $307K
1.44K $572K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
915
New
$207K - $273K
915 $364K
Feb 05, 2024 Q4 2023
Chase Investment Counsel Corp

BUY
 -
914
New
$207K - $272K
914 $363K
Jan 24, 2024 Q4 2023
Sea Bridge Investment Advisors LLC

BUY
 -
910
New
$206K - $271K
910 $362K
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

BUY
 -
900
+ 72.87%
$203K - $268K
2.14K $849K
Feb 09, 2024 Q4 2023
Financial Advisors Network, Inc.

BUY
 -
889
New
$201K - $265K
889 $353K
Feb 13, 2024 Q4 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
877
New
$198K - $261K
877 $349K
Feb 05, 2024 Q4 2023
Triumph Capital Management

BUY
 -
864
New
$195K - $258K
864 $343K
Feb 06, 2024 Q4 2023
Barlow Wealth Partners, Inc.

Louisville, KY
BUY
 -
836
New
$189K - $249K
836 $332K
Feb 06, 2024 Q4 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
825
New
$186K - $246K
825 $328K
Jan 29, 2024 Q4 2023
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
809
New
$183K - $241K
809 $322K
Feb 08, 2024 Q4 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
764
+ 4.86%
$173K - $228K
16.5K $6.56M
Feb 12, 2024 Q4 2023
Pingora Partners LLC

Wilson, WY
BUY
 -
750
New
$170K - $224K
750 $298K
Jan 23, 2024 Q4 2023
Erts Wealth Advisors, LLC

BUY
 -
750
New
$170K - $224K
750 $298K
Jan 05, 2024 Q4 2023
Leibman Financial Services, Inc.

Louisville, NE
BUY
 -
744
New
$168K - $222K
744 $296K
Feb 15, 2024 Q4 2023
Coastal Bridge Advisors, LLC

BUY
 -
743
New
$168K - $222K
743 $295K
Feb 14, 2024 Q4 2023
Websterrogers Financial Advisors, LLC

BUY
 -
730
New
$165K - $218K
730 $290K
Feb 12, 2024 Q4 2023
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
714
New
$161K - $213K
714 $284K
Jan 26, 2024 Q4 2023
Kendall Capital Management

BUY
 -
714
New
$161K - $213K
714 $284K
Feb 08, 2024 Q4 2023
Guardian Capital LP

Toronto, A6
BUY
 -
711
New
$161K - $212K
711 $283K
Jan 23, 2024 Q4 2023
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
708
New
$160K - $211K
708 $281K
Feb 13, 2024 Q4 2023
Tmd Wealth Management, LLC

BUY
 -
702
New
$159K - $209K
702 $279K
Feb 05, 2024 Q4 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
701
New
$158K - $209K
701 $279K
Feb 14, 2024 Q4 2023
Stone Run Capital, LLC

New York, NY
BUY
 -
700
New
$158K - $209K
700 $278K
Jan 16, 2024 Q4 2023
Penbrook Management LLC

BUY
 -
700
New
$158K - $209K
700 $278K
Jan 10, 2024 Q4 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
700
New
$158K - $209K
700 $278K
Jan 09, 2024 Q4 2023
Northside Capital Management, LLC

BUY
 -
700
New
$158K - $209K
700 $278K
Feb 06, 2024 Q4 2023
Ajo Vista, LLC

Boston, MA
BUY
 -
641
New
$145K - $191K
641 $255K
Feb 14, 2024 Q4 2023
T. Rowe Price Investment Management, Inc.

Baltimore, MD
BUY
 -
517
New
$117K - $154K
517 $206K

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