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 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
100KNew |
$18.9M - $21.4M
|
100K
$40.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
65.2K+ 348.66% |
$12.3M - $14M
|
83.9K
$34.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.86KNew |
$1.11M - $1.26M
|
5.86K
$2.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
CALL |
3.7KNew |
$699K - $793K
|
3.7K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.6KNew |
$302K - $343K
|
1.6K
$653K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.58KNew |
$298K - $338K
|
1.58K
$644K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
1.22KNew |
$231K - $262K
|
1.22K
$499K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
1KNew |
$189K - $214K
|
1K
$408K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
715New |
$135K - $153K
|
715
$292K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
400New |
$75.6K - $85.7K
|
400
$163K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
269New |
$50.8K - $57.6K
|
269
$110K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
151New |
$28.5K - $32.4K
|
151
$61.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
98+ 4.9% |
$18.5K - $21K
|
2.1K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
80+ 153.85% |
$15.1K - $17.1K
|
132
$53.8K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
68New |
$12.8K - $14.6K
|
68
$27.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
28New |
$5.29K - $6K
|
28
$11.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$189 - $214
|
13.9K
$5.69M
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
13KNew |
$2.47M - $2.88M
|
13K
$5.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.55KNew |
$1.24M - $1.45M
|
6.55K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
CALL |
3KNew |
$570K - $665K
|
3K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
520+ 130.0% |
$98.7K - $115K
|
920
$375K
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
400New |
$75.9K - $88.7K
|
400
$163K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
280+ 1400.0% |
$53.2K - $62.1K
|
300
$122K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
136New |
$25.8K - $30.1K
|
136
$55.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
CALL |
100New |
$19K - $22.2K
|
100
$40.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
82+ 60.74% |
$15.6K - $18.2K
|
217
$88.5K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
42.7KNew |
$8.93M - $10.5M
|
42.7K
$17.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10.6KNew |
$2.21M - $2.59M
|
10.6K
$4.32M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.32KNew |
$1.53M - $1.79M
|
7.32K
$2.98M
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.14KNew |
$656K - $769K
|
3.14K
$1.28M
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
222+ 634.29% |
$46.4K - $54.3K
|
257
$105K
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
200+ 1000.0% |
$41.8K - $49K
|
220
$89.7K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
80+ 5.71% |
$16.7K - $19.6K
|
1.48K
$604K
|
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
42+ 2.75% |
$8.77K - $10.3K
|
1.57K
$640K
|
|
|
Jul 12, 2021
Q2 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$443K - $574K
|
2.46K
$1M
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
CALL |
700New |
$126K - $164K
|
700
$285K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
22+ 40.74% |
$3.97K - $5.14K
|
76
$31K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
5.5KNew |
$807K - $1M
|
5.5K
$2.24M
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
500New |
$73.4K - $91.1K
|
500
$204K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Sns Financial Group, LLC
|
BUY
|
CALL |
11.7K+ 5850.0% |
$1.47M - $1.8M
|
11.9K
$4.85M
|
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 30.43% |
$440K - $539K
|
15K
$6.12M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
CALL |
3.5KNew |
$440K - $539K
|
3.5K
$1.43M
|
|
|
Oct 30, 2020
Q3 2020
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.71KNew |
$215K - $263K
|
1.71K
$697K
|
|
|
Nov 13, 2020
Q3 2020
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
1.5KNew |
$189K - $231K
|
1.5K
$612K
|
|
|
Oct 08, 2020
Q3 2020
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.5KNew |
$189K - $231K
|
1.5K
$612K
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
300+ 100.0% |
$37.7K - $46.2K
|
600
$245K
|
|
|
Oct 20, 2020
Q3 2020
|
Keudell
|
BUY
|
CALL |
200New |
$25.1K - $30.8K
|
200
$81.6K
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 12.5% |
$522K - $689K
|
45K
$18.4M
|
|
|
Jul 20, 2020
Q2 2020
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.61KNew |
$168K - $221K
|
1.61K
$655K
|
|