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 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
224+ 16.43% |
$80.7K - $93.4K
|
1.59K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 5.77% |
$662K - $765K
|
33.6K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-20.2K- 9.43% |
$7.3M - $8.44M
|
194K
$64.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 2.34% |
$7.21K - $8.34K
|
876
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-138- 4.06% |
$49.7K - $57.5K
|
3.26K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.55K+ 2.48% |
$559K - $647K
|
64.2K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.16KNew |
$778K - $900K
|
2.16K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.37K- 7.3% |
$854K - $988K
|
30.1K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-277- 13.1% |
$99.8K - $115K
|
1.84K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
737+ 1.63% |
$266K - $307K
|
45.8K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-31.6K- 4.01% |
$11.4M - $13.2M
|
756K
$252M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
94+ 15.14% |
$33.9K - $39.2K
|
715
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-14.1K- 88.12% |
$5.08M - $5.88M
|
1.9K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
310+ 3.36% |
$112K - $129K
|
9.54K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.68K- 0.36% |
$1.33M - $1.53M
|
1.02M
$341M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-134K- 6.63% |
$48.2M - $55.7M
|
1.88M
$628M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-58.3K- 46.86% |
$21M - $24.3M
|
66.2K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.36K+ 1.03% |
$1.57M - $1.82M
|
428K
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
860+ 43000.0% |
$310K - $359K
|
862
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
790New |
$285K - $329K
|
790
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.91K- 5.67% |
$1.41M - $1.63M
|
65.1K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 12.5% |
$36K - $41.7K
|
700
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
38.5K+ 67.91% |
$13.9M - $16M
|
95.2K
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-15.7K- 5.4% |
$5.66M - $6.55M
|
275K
$91.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
159K+ 7.5% |
$57.2M - $66.2M
|
2.28M
$759M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.7K+ 1933.65% |
$8.91M - $10.3M
|
26K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
48.5K+ 19.6% |
$17.5M - $20.2M
|
296K
$98.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$36M - $41.7M
|
100K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.06K+ 153.08% |
$2.54M - $2.94M
|
11.7K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
17.6K+ 80.0% |
$6.34M - $7.34M
|
39.6K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16.7K+ 2687.14% |
$6.02M - $6.97M
|
17.3K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 4.13% |
$361K - $417K
|
25.3K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10.2K- 66.43% |
$3.68M - $4.26M
|
5.16K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
29KNew |
$10.4M - $12.1M
|
29K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-575- 57.33% |
$207K - $240K
|
428
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
31.3K+ 28.25% |
$11.3M - $13M
|
142K
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
194+ 1.95% |
$69.9K - $80.9K
|
10.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.03K- 1.61% |
$371K - $429K
|
62.8K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-172- 1.67% |
$62K - $71.7K
|
10.2K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.07K- 34.84% |
$385K - $445K
|
2K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
72KNew |
$26M - $30M
|
72K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
98.6KNew |
$35.5M - $41.1M
|
98.6K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.2K+ 1.48% |
$432K - $500K
|
82.4K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
57+ 0.98% |
$20.5K - $23.8K
|
5.9K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-59.1K- 23.13% |
$21.3M - $24.6M
|
196K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
205K+ 246.21% |
$73.7M - $85.3M
|
288K
$95.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.7K- 93.36% |
$5.31M - $6.14M
|
1.05K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
798New |
$288K - $333K
|
798
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.7K+ 6.03% |
$4.95M - $5.73M
|
242K
$80.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-68- 4.44% |
$24.5K - $28.3K
|
1.47K
$488K
|