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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
5.19KNew |
$1.25M - $1.5M
|
5.19K
$2.86M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
5K+ 24.85% |
$1.2M - $1.44M
|
25.1K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Jw Asset Management, LLC
Armonk, NY |
BUY
|
- |
4.02KNew |
$968K - $1.16M
|
4.02K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.87KNew |
$691K - $830K
|
2.87K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.07K+ 8.91% |
$498K - $598K
|
25.3K
$14M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.44KNew |
$346K - $415K
|
1.44K
$793K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.26KNew |
$302K - $362K
|
1.26K
$693K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.09KNew |
$263K - $315K
|
1.09K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.07KNew |
$256K - $307K
|
1.07K
$588K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.01KNew |
$242K - $290K
|
1.01K
$555K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
916New |
$220K - $264K
|
916
$506K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
828New |
$199K - $239K
|
828
$457K
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
828New |
$199K - $239K
|
828
$457K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
772New |
$186K - $223K
|
772
$426K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
BUY
|
- |
753New |
$181K - $217K
|
753
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
748New |
$180K - $216K
|
748
$413K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
679+ 8.15% |
$163K - $196K
|
9.01K
$4.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
612+ 4.76% |
$147K - $177K
|
13.5K
$7.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
440+ 42.31% |
$106K - $127K
|
1.48K
$817K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
261+ 196.24% |
$62.8K - $75.3K
|
394
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
179+ 10.19% |
$43.1K - $51.7K
|
1.94K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
160New |
$38.5K - $46.2K
|
160
$88.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
159+ 10.41% |
$38.3K - $45.9K
|
1.69K
$931K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
120+ 15.11% |
$28.9K - $34.6K
|
914
$505K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
85+ 14.17% |
$20.4K - $24.5K
|
685
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
65New |
$15.6K - $18.8K
|
65
$35.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
54+ 0.58% |
$13K - $15.6K
|
9.3K
$5.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
53New |
$12.8K - $15.3K
|
53
$29.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
41+ 1.34% |
$9.86K - $11.8K
|
3.11K
$1.72M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
38+ 20.0% |
$9.14K - $11K
|
228
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$6.98K - $8.37K
|
29
$16K
|
|
|
Jan 05, 2026
Q3 2023
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
28New |
$6.74K - $8.08K
|
28
$15.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
26New |
$6.26K - $7.5K
|
26
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5+ 0.44% |
$1.2K - $1.44K
|
1.13K
$624K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.41% |
$481 - $577
|
490
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.87% |
$241 - $289
|
116
$64K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.09% |
$241 - $289
|
1.16K
$641K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
100KNew |
$20.6M - $24.8M
|
100K
$55.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
39.4KNew |
$8.1M - $9.75M
|
39.4K
$21.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.2KNew |
$3.95M - $4.75M
|
19.2K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
17.5KNew |
$3.6M - $4.33M
|
17.5K
$9.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
13.9KNew |
$2.87M - $3.45M
|
13.9K
$7.69M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.8K+ 178.6% |
$2.43M - $2.92M
|
18.4K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.8KNew |
$2.21M - $2.66M
|
10.8K
$5.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
9.6KNew |
$1.98M - $2.38M
|
9.6K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.3KNew |
$1.3M - $1.56M
|
6.3K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.22KNew |
$1.28M - $1.54M
|
6.22K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.36KNew |
$1.1M - $1.33M
|
5.36K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3KNew |
$617K - $743K
|
3K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 35.85% |
$350K - $421K
|
6.44K
$3.56M
|
|