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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 6.36% |
$339K - $419K
|
17.9K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.05KNew |
$331K - $409K
|
1.05K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
950New |
$301K - $372K
|
950
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
945New |
$299K - $370K
|
945
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
853New |
$270K - $334K
|
853
$384K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
811New |
$257K - $317K
|
811
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
757+ 0.24% |
$240K - $296K
|
319K
$144M
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
720New |
$228K - $282K
|
720
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
720New |
$228K - $282K
|
720
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
687New |
$218K - $269K
|
687
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
665New |
$211K - $260K
|
665
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
651New |
$206K - $255K
|
651
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
621New |
$197K - $243K
|
621
$280K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
604New |
$191K - $236K
|
604
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
600New |
$190K - $235K
|
600
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
598New |
$189K - $234K
|
598
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
597New |
$189K - $233K
|
597
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
595New |
$188K - $233K
|
595
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
593New |
$188K - $232K
|
593
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
584New |
$185K - $228K
|
584
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
582New |
$184K - $228K
|
582
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
573New |
$182K - $224K
|
573
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
566New |
$179K - $221K
|
566
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
566New |
$179K - $221K
|
566
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
564New |
$179K - $221K
|
564
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
560New |
$177K - $219K
|
560
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
555New |
$176K - $217K
|
555
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
551New |
$175K - $216K
|
551
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
550New |
$174K - $215K
|
550
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
549New |
$174K - $215K
|
549
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
549New |
$174K - $215K
|
549
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
545New |
$173K - $213K
|
545
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
544New |
$172K - $213K
|
544
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
543New |
$172K - $212K
|
543
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
542New |
$172K - $212K
|
542
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
542New |
$172K - $212K
|
542
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
536New |
$170K - $210K
|
536
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
528New |
$167K - $207K
|
528
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
527New |
$167K - $206K
|
527
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
527New |
$167K - $206K
|
527
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
525New |
$166K - $205K
|
525
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
524New |
$166K - $205K
|
524
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
522New |
$165K - $204K
|
522
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
520New |
$165K - $203K
|
520
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
518New |
$164K - $203K
|
518
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
518New |
$164K - $203K
|
518
$233K
|