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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.25K- 9.49% |
$450K - $521K
|
11.9K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 19.35% |
$706K - $817K
|
8.17K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 6.13% |
$69.2K - $80K
|
3.32K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-139- 13.14% |
$50.1K - $57.9K
|
919
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.69K+ 3.23% |
$3.13M - $3.62M
|
277K
$92.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
480+ 6.73% |
$173K - $200K
|
7.61K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
289+ 4.95% |
$104K - $120K
|
6.12K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-14.9K- 93.98% |
$5.37M - $6.21M
|
954
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
10K+ 8.38% |
$3.61M - $4.18M
|
130K
$43.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
792+ 0.14% |
$285K - $330K
|
563K
$188M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.09M- 6.21% |
$392M - $453M
|
16.4M
$5.47B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-6.79K- 7.98% |
$2.45M - $2.83M
|
78.3K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.92K- 2.44% |
$1.05M - $1.22M
|
117K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.2M+ 69.3% |
$431M - $499M
|
2.92M
$975M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.17K- 7.41% |
$781K - $903K
|
27.1K
$9.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-33.1K- 78.25% |
$11.9M - $13.8M
|
9.2K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.18% |
$2.52K - $2.92K
|
3.84K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-153- 10.71% |
$55.1K - $63.8K
|
1.28K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.32K- 7.19% |
$476K - $550K
|
17K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.18% |
$721 - $834
|
1.14K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.21K+ 157.7% |
$435K - $504K
|
1.97K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 1.56% |
$23.1K - $26.7K
|
4.04K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3+ 0.44% |
$1.08K - $1.25K
|
684
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.57K+ 193.55% |
$2.37M - $2.74M
|
9.97K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
PUT |
-15K- 51.02% |
$5.41M - $6.25M
|
14.4K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 75.27% |
$4.63M - $5.35M
|
4.22K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.63KNew |
$1.31M - $1.51M
|
3.63K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
624New |
$225K - $260K
|
624
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.5KNew |
$7.04M - $8.15M
|
19.5K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.1KNew |
$396K - $459K
|
1.1K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 5.07% |
$18.7K - $21.7K
|
974
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
48+ 8.89% |
$17.3K - $20K
|
588
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.08K - $1.25K
|
2.19K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-89- 1.4% |
$32.1K - $37.1K
|
6.29K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-626- 4.56% |
$226K - $261K
|
13.1K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
286+ 19.72% |
$103K - $119K
|
1.74K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.49K- 41.9% |
$1.26M - $1.45M
|
4.84K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
113+ 6.69% |
$40.7K - $47.1K
|
1.8K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.64K+ 1.27% |
$591K - $684K
|
131K
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-4.5K- 99.78% |
$1.62M - $1.88M
|
10
$3.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-109- 6.63% |
$39.3K - $45.4K
|
1.53K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-23.7K- 7.61% |
$8.53M - $9.87M
|
287K
$95.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21- 2.95% |
$7.57K - $8.75K
|
692
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.55K- 3.9% |
$2.72M - $3.15M
|
186K
$62M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-189- 6.02% |
$68.1K - $78.8K
|
2.95K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
401+ 10.25% |
$145K - $167K
|
4.31K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.55K+ 5850.89% |
$2.36M - $2.73M
|
6.67K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
17.1K+ 15.95% |
$6.16M - $7.13M
|
124K
$41.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
20.4K+ 8.52% |
$7.35M - $8.5M
|
260K
$86.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
86+ 0.92% |
$31K - $35.9K
|
9.43K
$3.14M
|