Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.79% |
$18K - $20.8K
|
6.25K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.78K- 9.43% |
$640K - $741K
|
17.1K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-225- 1.79% |
$81.1K - $93.8K
|
12.3K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-204- 1.39% |
$73.5K - $85K
|
14.5K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
39K+ 32.62% |
$14.1M - $16.3M
|
159K
$52.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-102K- 29.75% |
$36.6M - $42.4M
|
240K
$80M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
82.6K+ 2.66% |
$29.8M - $34.4M
|
3.18M
$1.06B
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-485- 16.25% |
$175K - $202K
|
2.5K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-331- 11.15% |
$119K - $138K
|
2.64K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.36K+ 0.13% |
$489K - $566K
|
1.07M
$358M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
895+ 14.55% |
$323K - $373K
|
7.05K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
50.6KNew |
$18.2M - $21.1M
|
50.6K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
596+ 28.31% |
$215K - $248K
|
2.7K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 1.69% |
$450K - $520K
|
72.5K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
204New |
$73.5K - $85K
|
204
$68K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.6K+ 24.06% |
$2.74M - $3.17M
|
39.2K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.22% |
$26.7K - $30.8K
|
3.41K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12- 0.55% |
$4.32K - $5K
|
2.16K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-31- 0.77% |
$11.2K - $12.9K
|
4.01K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
703New |
$253K - $293K
|
703
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-131- 0.5% |
$47.2K - $54.6K
|
26.1K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 10.03% |
$395K - $457K
|
9.84K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
922+ 9.35% |
$332K - $384K
|
10.8K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 4.66% |
$6.49K - $7.5K
|
368
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.5K- 10.85% |
$901K - $1.04M
|
20.5K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
701+ 7.43% |
$253K - $292K
|
10.1K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
16+ 1.61% |
$5.77K - $6.67K
|
1.01K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$21.3K - $24.6K
|
59
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
688+ 22.98% |
$248K - $287K
|
3.68K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-563K- 30.04% |
$203M - $235M
|
1.31M
$437M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-51.1K- 91.41% |
$18.4M - $21.3M
|
4.8K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-91- 7.21% |
$32.8K - $37.9K
|
1.17K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-15- 0.93% |
$5.41K - $6.25K
|
1.6K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.58% |
$1.44K - $1.67K
|
698
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
59+ 2.59% |
$21.3K - $24.6K
|
2.34K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-493- 9.31% |
$178K - $206K
|
4.8K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.22KNew |
$1.52M - $1.76M
|
4.22K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
159+ 20.33% |
$57.3K - $66.3K
|
941
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-44- 1.87% |
$15.9K - $18.3K
|
2.31K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.83K+ 24.89% |
$2.46M - $2.85M
|
34.3K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-70.8K- 17.1% |
$25.5M - $29.5M
|
343K
$114M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.07K+ 8.44% |
$2.91M - $3.36M
|
104K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 2.63% |
$7.21K - $8.34K
|
740
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 2.02% |
$42.2K - $48.8K
|
5.92K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.5% |
$242K - $280K
|
18.5K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-381- 10.3% |
$137K - $159K
|
3.32K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$9.01K - $10.4K
|
25
$8.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.5K- 1.88% |
$539K - $623K
|
78.1K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 0.24% |
$33.9K - $39.2K
|
38.5K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
332+ 0.47% |
$120K - $138K
|
70.5K
$23.5M
|