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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 24.08% |
$832K - $1.03M
|
13.5K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.5K+ 6.55% |
$793K - $979K
|
40.7K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.47KNew |
$783K - $967K
|
2.47K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 12.0% |
$782K - $966K
|
23K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.46KNew |
$781K - $964K
|
2.46K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 7.05% |
$769K - $950K
|
36.9K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 5.57% |
$765K - $945K
|
45.8K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.4K+ 2.07% |
$760K - $939K
|
118K
$48.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.38KNew |
$754K - $931K
|
2.38K
$971K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.37K+ 26.07% |
$750K - $926K
|
11.4K
$4.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 14.53% |
$727K - $897K
|
18.1K
$7.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 1.19% |
$724K - $893K
|
193K
$78.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.26K+ 18.92% |
$715K - $882K
|
14.2K
$5.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 11.46% |
$711K - $878K
|
21.8K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.24KNew |
$710K - $877K
|
2.24K
$914K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.24K+ 11.11% |
$708K - $874K
|
22.3K
$9.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.19KNew |
$693K - $855K
|
2.19K
$892K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.18KNew |
$692K - $854K
|
2.18K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.18KNew |
$691K - $853K
|
2.18K
$889K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.18KNew |
$691K - $853K
|
2.18K
$889K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.18K+ 8.62% |
$689K - $851K
|
27.4K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$689K - $850K
|
2.17K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 0.91% |
$676K - $835K
|
238K
$97.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 7.9% |
$674K - $832K
|
29.1K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12K+ 13.06% |
$670K - $827K
|
18.3K
$7.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.11K+ 120.35% |
$667K - $823K
|
3.85K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.1K+ 6.82% |
$666K - $823K
|
32.9K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.1K+ 104.89% |
$666K - $822K
|
4.1K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.1K+ 13.93% |
$664K - $819K
|
17.1K
$6.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 5.45% |
$661K - $816K
|
40.3K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.08K+ 1.27% |
$658K - $813K
|
165K
$67.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.05K+ 10.02% |
$650K - $802K
|
22.5K
$9.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.05KNew |
$648K - $800K
|
2.05K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.03K+ 28.97% |
$642K - $793K
|
9.03K
$3.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2K+ 156.25% |
$634K - $782K
|
3.28K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2K+ 6.43% |
$633K - $781K
|
33.1K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.99KNew |
$631K - $780K
|
1.99K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.99KNew |
$630K - $778K
|
1.99K
$811K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.99K+ 106.49% |
$629K - $777K
|
3.85K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.98K+ 33.07% |
$628K - $776K
|
7.98K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.98KNew |
$627K - $774K
|
1.98K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.93KNew |
$611K - $755K
|
1.93K
$787K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.9KNew |
$602K - $743K
|
1.9K
$775K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.8K+ 127.1% |
$571K - $704K
|
3.22K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.79K+ 3.9% |
$566K - $699K
|
47.6K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 7.66% |
$559K - $690K
|
24.8K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.75K+ 1.08% |
$554K - $684K
|
164K
$67M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.74K+ 26.93% |
$552K - $682K
|
8.22K
$3.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$551K - $681K
|
1.74K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.71KNew |
$542K - $669K
|
1.71K
$698K
|