Latest Institutional Purchases of Caterpillar Inc (CAT)
This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
618New |
$172K - $226K
|
618
$341K
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
611New |
$170K - $224K
|
611
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
600New |
$167K - $220K
|
600
$331K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
598+ 3.89% |
$167K - $219K
|
16K
$8.82M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
580New |
$162K - $213K
|
580
$320K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
445+ 7.53% |
$124K - $163K
|
6.36K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
370+ 21.54% |
$103K - $136K
|
2.09K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
365New |
$102K - $134K
|
365
$201K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
354New |
$98.6K - $130K
|
354
$195K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
334+ 79.9% |
$93.1K - $122K
|
752
$415K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
299New |
$83.3K - $110K
|
299
$165K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
217+ 9.64% |
$60.5K - $79.5K
|
2.47K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
200New |
$55.7K - $73.3K
|
200
$110K
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
200New |
$55.7K - $73.3K
|
200
$110K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
167+ 8.29% |
$46.5K - $61.2K
|
2.18K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
140+ 0.5% |
$39K - $51.3K
|
27.9K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
140New |
$39K - $51.3K
|
140
$77.3K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$27.9K - $36.6K
|
100
$55.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$27.9K - $36.6K
|
100
$55.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 40.0% |
$27.9K - $36.6K
|
350
$193K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
95+ 3.62% |
$26.5K - $34.8K
|
2.72K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
90+ 10.86% |
$25.1K - $33K
|
919
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
79New |
$22K - $28.9K
|
79
$43.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
75New |
$20.9K - $27.5K
|
75
$41.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
59+ 1.42% |
$16.4K - $21.6K
|
4.2K
$2.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
56+ 4.58% |
$15.6K - $20.5K
|
1.28K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 25.0% |
$13.9K - $18.3K
|
250
$138K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.14% |
$12.5K - $16.5K
|
3.98K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$3.06K - $4.03K
|
11
$6.07K
|
|
|
May 14, 2024
Q1 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$836 - $1.1K
|
3
$1.66K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.65% |
$836 - $1.1K
|
468
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$279 - $366
|
696
$384K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
54.8K+ 151.38% |
$12.4M - $16.3M
|
91K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
50K+ 100.0% |
$11.3M - $14.9M
|
100K
$55.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$6.71M - $8.85M
|
29.7K
$16.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
28.2K+ 28.4% |
$6.38M - $8.41M
|
128K
$70.4M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
20KNew |
$4.52M - $5.96M
|
20K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16KNew |
$3.62M - $4.77M
|
16K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
13.3KNew |
$3.01M - $3.96M
|
13.3K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.96KNew |
$2.25M - $2.97M
|
9.96K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
6.2K+ 91.18% |
$1.4M - $1.85M
|
13K
$7.18M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.68KNew |
$1.06M - $1.39M
|
4.68K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.47KNew |
$783K - $1.03M
|
3.47K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.27KNew |
$738K - $974K
|
3.27K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.91KNew |
$657K - $866K
|
2.91K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$619K - $817K
|
2.74K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 42.91% |
$596K - $786K
|
8.78K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$486K - $641K
|
2.15K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.11K+ 49.14% |
$476K - $628K
|
6.4K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$337K - $444K
|
1.49K
$823K
|
|