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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.04K+ 5.58% |
$1.28M - $1.58M
|
76.4K
$30.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.04KNew |
$1.28M - $1.58M
|
4.04K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4KNew |
$1.27M - $1.56M
|
4K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92K+ 331.33% |
$1.24M - $1.53M
|
5.11K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.92K+ 2.43% |
$1.24M - $1.53M
|
165K
$65.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.77K+ 1.68% |
$1.19M - $1.48M
|
228K
$90.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.76K+ 158.91% |
$1.19M - $1.47M
|
6.12K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.71K+ 168.68% |
$1.18M - $1.45M
|
5.91K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.69K+ 8.62% |
$1.17M - $1.44M
|
46.5K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.67KNew |
$1.16M - $1.44M
|
3.67K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.63KNew |
$1.15M - $1.42M
|
3.63K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.62K+ 18.36% |
$1.15M - $1.42M
|
23.3K
$9.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.62K+ 19.03% |
$1.15M - $1.41M
|
22.6K
$8.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 1.4% |
$1.14M - $1.41M
|
261K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.6KNew |
$1.14M - $1.41M
|
3.6K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.53K+ 351.24% |
$1.12M - $1.38M
|
4.54K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.5KNew |
$1.11M - $1.37M
|
3.5K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 21.47% |
$1.1M - $1.36M
|
19.7K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.44K+ 68.27% |
$1.09M - $1.34M
|
8.47K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.42K+ 33.08% |
$1.08M - $1.34M
|
13.8K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.42K+ 286.42% |
$1.08M - $1.34M
|
4.61K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.41K+ 45.36% |
$1.08M - $1.33M
|
10.9K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.34K+ 12.15% |
$1.06M - $1.31M
|
30.8K
$12.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.33K+ 379.68% |
$1.05M - $1.3M
|
4.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.2KNew |
$1.01M - $1.25M
|
3.2K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 26.65% |
$997K - $1.23M
|
15K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.14K+ 31.08% |
$995K - $1.23M
|
13.3K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 62.98% |
$994K - $1.23M
|
8.12K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.1K+ 17.77% |
$982K - $1.21M
|
20.5K
$8.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.05K+ 4.38% |
$967K - $1.19M
|
72.7K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3K+ 300.0% |
$950K - $1.17M
|
4K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.95K+ 168.76% |
$935K - $1.15M
|
4.7K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.95K+ 16.72% |
$935K - $1.15M
|
20.6K
$8.19M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.94K+ 2.61% |
$931K - $1.15M
|
116K
$46M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
2.91KNew |
$923K - $1.14M
|
2.91K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.88K+ 1.15% |
$912K - $1.13M
|
254K
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.87KNew |
$909K - $1.12M
|
2.87K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.87K+ 31.15% |
$909K - $1.12M
|
12.1K
$4.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.86KNew |
$906K - $1.12M
|
2.86K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.84K+ 5.37% |
$901K - $1.11M
|
55.8K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.83K+ 98.4% |
$898K - $1.11M
|
5.71K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.81KNew |
$891K - $1.1M
|
2.81K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.8K+ 9.76% |
$887K - $1.1M
|
31.5K
$12.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.77K+ 78.23% |
$877K - $1.08M
|
6.3K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.75KNew |
$871K - $1.07M
|
2.75K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.75KNew |
$870K - $1.07M
|
2.75K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71K+ 63.08% |
$859K - $1.06M
|
7.01K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 389.65% |
$847K - $1.05M
|
3.36K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 24.08% |
$832K - $1.03M
|
13.5K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.5K+ 6.55% |
$793K - $979K
|
40.7K
$16.2M
|