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
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.33KNew |
$1.2M - $1.39M
|
3.33K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
629New |
$227K - $262K
|
629
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
370New |
$133K - $154K
|
370
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-9.63K- 10.78% |
$3.47M - $4.01M
|
79.7K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
72+ 4.65% |
$25.9K - $30K
|
1.62K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
203+ 2.04% |
$73.2K - $84.6K
|
10.2K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
14.2K+ 2.06% |
$5.12M - $5.92M
|
702K
$234M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
104+ 2.76% |
$37.5K - $43.4K
|
3.87K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-150- 5.85% |
$54.1K - $62.5K
|
2.42K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 1.38% |
$5.77K - $6.67K
|
1.15K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
575+ 1.48% |
$207K - $240K
|
39.4K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
12.3KNew |
$4.44M - $5.13M
|
12.3K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-419- 2.32% |
$151K - $175K
|
17.6K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-82- 3.04% |
$29.6K - $34.2K
|
2.61K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-7.73K- 3.73% |
$2.79M - $3.22M
|
200K
$66.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.47K- 1.88% |
$1.61M - $1.86M
|
234K
$77.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
813New |
$293K - $339K
|
813
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.16K- 86.21% |
$1.5M - $1.73M
|
665
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
137+ 1.53% |
$49.4K - $57.1K
|
9.1K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-325- 25.94% |
$117K - $135K
|
928
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
38+ 0.7% |
$13.7K - $15.8K
|
5.5K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-631- 21.68% |
$227K - $263K
|
2.28K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.41% |
$3.6K - $4.17K
|
2.45K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
726+ 38.56% |
$262K - $303K
|
2.61K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-529- 84.1% |
$191K - $221K
|
100
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.91K+ 15.26% |
$1.77M - $2.05M
|
37.1K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$21.3K - $24.6K
|
59
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
1KNew |
$360K - $417K
|
1K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.06KNew |
$382K - $441K
|
1.06K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.18K- 6.53% |
$427K - $494K
|
16.9K
$5.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
83.2K+ 8.33% |
$30M - $34.7M
|
1.08M
$361M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-155K- 29.79% |
$55.9M - $64.6M
|
365K
$122M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
206K+ 7.33% |
$74.3M - $86M
|
3.02M
$1.01B
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.86K- 8.3% |
$1.39M - $1.61M
|
42.6K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-166- 11.08% |
$59.8K - $69.2K
|
1.33K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$634K - $734K
|
1.76K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
5.04KNew |
$1.82M - $2.1M
|
5.04K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.02MNew |
$2.17B - $2.51B
|
6.02M
$2.01B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 1.03% |
$423K - $489K
|
115K
$38.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-416- 3.55% |
$150K - $173K
|
11.3K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.04K+ 11.72% |
$1.45M - $1.68M
|
38.5K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.29KNew |
$463K - $536K
|
1.29K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
585New |
$211K - $244K
|
585
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-189- 4.9% |
$68.1K - $78.8K
|
3.67K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16.9K+ 5.92% |
$6.11M - $7.06M
|
303K
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118- 0.56% |
$42.5K - $49.2K
|
21.1K
$7.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
260+ 3.94% |
$93.7K - $108K
|
6.86K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
31.3K+ 11.75% |
$11.3M - $13M
|
297K
$99.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 2.1% |
$3.6K - $4.17K
|
467
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.07KNew |
$387K - $448K
|
1.07K
$358K
|