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 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
1.68KNew |
$533K - $659K
|
1.68K
$669K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.68K+ 1.85% |
$531K - $656K
|
92.1K
$36.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.66K+ 14.73% |
$526K - $650K
|
12.9K
$5.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.66K+ 39.63% |
$526K - $650K
|
5.85K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.66K+ 91.05% |
$526K - $649K
|
3.48K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.65K+ 16.91% |
$523K - $645K
|
11.4K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.61KNew |
$510K - $630K
|
1.61K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.6K+ 6.23% |
$508K - $627K
|
27.3K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.6KNew |
$507K - $626K
|
1.6K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.6K+ 1.73% |
$507K - $625K
|
94.1K
$37.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.58KNew |
$501K - $619K
|
1.58K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 24.46% |
$501K - $618K
|
8.04K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.57K+ 4.72% |
$496K - $612K
|
34.7K
$13.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
1.56K+ 34.5% |
$494K - $610K
|
6.08K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.52K+ 2.26% |
$481K - $593K
|
68.6K
$27.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1.5KNew |
$475K - $587K
|
1.5K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.46K+ 1.24% |
$463K - $571K
|
120K
$47.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.46K+ 1.62% |
$462K - $571K
|
91.5K
$36.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.46K+ 65.68% |
$462K - $570K
|
3.68K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.44K+ 7.74% |
$457K - $565K
|
20.1K
$7.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 6.79% |
$457K - $564K
|
22.7K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 3.29% |
$455K - $562K
|
45.1K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.43K+ 21.46% |
$454K - $560K
|
8.11K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.4K+ 572.95% |
$443K - $547K
|
1.64K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.39KNew |
$441K - $544K
|
1.39K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.34K+ 5.13% |
$424K - $523K
|
27.4K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.34K+ 88.61% |
$424K - $523K
|
2.85K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.34K+ 0.89% |
$424K - $523K
|
152K
$60.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.33K+ 8.63% |
$421K - $519K
|
16.7K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.31K+ 16.43% |
$416K - $514K
|
9.31K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.31K+ 9.25% |
$414K - $512K
|
15.4K
$6.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.29K+ 969.92% |
$409K - $505K
|
1.42K
$566K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.29K+ 122.86% |
$409K - $505K
|
2.34K
$930K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.28K+ 139.26% |
$407K - $502K
|
2.21K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.28KNew |
$406K - $501K
|
1.28K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$405K - $500K
|
1.28K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
1.27K+ 9.11% |
$403K - $498K
|
15.2K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 14.24% |
$400K - $494K
|
10.1K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 9.1% |
$396K - $489K
|
15K
$5.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 19.55% |
$396K - $489K
|
7.64K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.24KNew |
$392K - $484K
|
1.24K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$489K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.23KNew |
$390K - $481K
|
1.23K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.22K+ 25.78% |
$386K - $476K
|
5.94K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21K+ 17.6% |
$383K - $473K
|
8.08K
$3.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
1.2K+ 89.0% |
$380K - $469K
|
2.54K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 16.19% |
$369K - $456K
|
8.36K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 2.32% |
$367K - $453K
|
50.9K
$20.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.18% |
$366K - $452K
|
12.5K
$4.97M
|