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
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.12K- 2.77% |
$1.12M - $1.3M
|
110K
$36.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-300- 0.71% |
$108K - $125K
|
42K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
187+ 117.61% |
$67.4K - $78K
|
346
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.31K+ 1133.68% |
$1.55M - $1.8M
|
4.69K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-95K- 90.43% |
$34.2M - $39.6M
|
10.1K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.06K+ 99.62% |
$380K - $440K
|
2.11K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-51- 2.42% |
$18.4K - $21.3K
|
2.05K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.2K- 8.7% |
$432K - $500K
|
12.6K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.76K+ 1.23% |
$634K - $733K
|
144K
$48.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-127- 6.66% |
$45.8K - $52.9K
|
1.78K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 4.37% |
$822K - $951K
|
49.9K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
217K+ 384.64% |
$78.2M - $90.4M
|
273K
$91.1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.2K+ 5.11% |
$5.13M - $5.93M
|
293K
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 0.99% |
$526K - $608K
|
148K
$49.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
11.2KNew |
$4.03M - $4.66M
|
11.2K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.42K- 22.86% |
$3.39M - $3.93M
|
31.8K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-7.89K- 4.23% |
$2.84M - $3.29M
|
179K
$59.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32.8K- 7.29% |
$11.8M - $13.7M
|
416K
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 2.78% |
$2.26M - $2.61M
|
231K
$77.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
391+ 9.59% |
$141K - $163K
|
4.47K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.6K- 1.89% |
$4.55M - $5.26M
|
653K
$218M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 29.96% |
$360K - $417K
|
4.34K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
199+ 33.28% |
$71.7K - $83K
|
797
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
166+ 21.99% |
$59.8K - $69.2K
|
921
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.49K- 7.87% |
$1.62M - $1.87M
|
52.5K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-59.3K- 95.56% |
$21.4M - $24.7M
|
2.76K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.18K+ 3.56% |
$424K - $491K
|
34.3K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.29K- 3.46% |
$464K - $537K
|
35.9K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.13K- 30.0% |
$769K - $889K
|
4.98K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
106+ 9.25% |
$38.2K - $44.2K
|
1.25K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
40+ 7.04% |
$14.4K - $16.7K
|
608
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
48+ 14.55% |
$17.3K - $20K
|
378
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.52K+ 92.38% |
$908K - $1.05M
|
5.25K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
535+ 4.02% |
$193K - $223K
|
13.9K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
304New |
$110K - $127K
|
304
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$4.74M - $5.49M
|
13.2K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-6.4K- 13.79% |
$2.31M - $2.67M
|
40K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
14+ 0.9% |
$5.05K - $5.84K
|
1.57K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
641New |
$231K - $267K
|
641
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
181New |
$65.2K - $75.5K
|
181
$60.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.37KNew |
$1.21M - $1.4M
|
3.37K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
27.9KNew |
$10.1M - $11.6M
|
27.9K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
144KNew |
$51.9M - $60.1M
|
144K
$48M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.18KNew |
$426K - $493K
|
1.18K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.67KNew |
$602K - $696K
|
1.67K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
4.88KNew |
$1.76M - $2.03M
|
4.88K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
579New |
$209K - $241K
|
579
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
971New |
$350K - $405K
|
971
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$721 - $834
|
2
$667
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
250KNew |
$90.1M - $104M
|
250K
$83.4M
|