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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
87New |
$28K - $33K
|
87
$39.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
85+ 6.27% |
$27.3K - $32.2K
|
1.44K
$649K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
83New |
$26.7K - $31.5K
|
83
$37.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 3.44% |
$18.3K - $21.6K
|
1.71K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 21.47% |
$12.2K - $14.4K
|
215
$96.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$11.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
25+ 250.0% |
$8.04K - $9.48K
|
35
$15.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25+ 1.88% |
$8.04K - $9.48K
|
1.36K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20New |
$6.43K - $7.59K
|
20
$9.01K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
18New |
$5.79K - $6.83K
|
18
$8.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 1.71% |
$4.82K - $5.69K
|
891
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
14+ 1.02% |
$4.5K - $5.31K
|
1.39K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 5.31% |
$4.18K - $4.93K
|
258
$116K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
7+ 23.33% |
$2.25K - $2.66K
|
37
$16.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6+ 0.94% |
$1.93K - $2.28K
|
643
$290K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.35% |
$1.29K - $1.52K
|
1.14K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.31% |
$643 - $759
|
637
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$643 - $759
|
2
$901
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 4.0% |
$321 - $379
|
26
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.04% |
$321 - $379
|
2.78K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.6% |
$321 - $379
|
168
$75.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.55% |
$321 - $379
|
183
$82.5K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
398KNew |
$111M - $146M
|
398K
$179M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
68.4K+ 2476.44% |
$19.1M - $25.1M
|
71.2K
$32.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.5K+ 68.78% |
$10.7M - $14.1M
|
94.4K
$42.5M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
37.6K+ 4152.87% |
$10.5M - $13.8M
|
38.5K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
PUT |
35KNew |
$9.75M - $12.8M
|
35K
$15.8M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
15KNew |
$4.18M - $5.5M
|
15K
$6.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$1.91M - $2.51M
|
6.84K
$3.08M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.67K+ 117.48% |
$1.86M - $2.44M
|
12.3K
$5.56M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$1.41M - $1.85M
|
5.05K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.64KNew |
$1.29M - $1.7M
|
4.64K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4.5K+ 900.0% |
$1.25M - $1.65M
|
5K
$2.25M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$1.11M - $1.45M
|
3.97K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$965K - $1.27M
|
3.47K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.43KNew |
$954K - $1.26M
|
3.43K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.03KNew |
$844K - $1.11M
|
3.03K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.01KNew |
$840K - $1.1M
|
3.01K
$1.36M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.94KNew |
$819K - $1.08M
|
2.94K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.64K+ 386.82% |
$736K - $968K
|
3.33K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.59KNew |
$722K - $950K
|
2.59K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 37.49% |
$693K - $912K
|
9.12K
$4.11M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.38K+ 31.97% |
$662K - $870K
|
9.8K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
2.27KNew |
$633K - $833K
|
2.27K
$1.02M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.22KNew |
$619K - $813K
|
2.22K
$1M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
2.2KNew |
$613K - $806K
|
2.2K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
2KNew |
$557K - $733K
|
2K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.8KNew |
$502K - $660K
|
1.8K
$811K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.78KNew |
$495K - $650K
|
1.78K
$800K
|
|