Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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
Jan 20, 2023 Q4 2022
Clear Harbor Asset Management, LLC

BUY
 PUT
1K
New
$171K - $243K
1K $552K
Feb 14, 2023 Q4 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
995
New
$170K - $242K
995 $549K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
969
New
$166K - $236K
969 $535K
Feb 09, 2023 Q4 2022
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
950
New
$163K - $231K
950 $524K
Mar 30, 2023 Q4 2022
Reframe Wealth, LLC

Fairfax, VA
BUY
 -
928
New
$159K - $226K
928 $512K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
928
New
$159K - $226K
928 $512K
Feb 17, 2023 Q4 2022
Adams Wealth Management

BUY
 -
876
New
$150K - $213K
876 $484K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
869
+ 12.73%
$149K - $211K
7.7K $4.25M
Feb 09, 2023 Q4 2022
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
844
New
$145K - $205K
844 $466K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
410
+ 112.02%
$70.2K - $99.7K
776 $428K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
358
New
$61.3K - $87K
358 $198K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
344
New
$58.9K - $83.6K
344 $190K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
258
New
$44.2K - $62.7K
258 $142K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
243
+ 3.18%
$41.6K - $59.1K
7.88K $4.35M
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
200
New
$34.2K - $48.6K
200 $110K
Jan 20, 2023 Q4 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
172
+ 8.49%
$29.5K - $41.8K
2.2K $1.21M
Feb 13, 2023 Q4 2022
Natixis

Paris, I0
BUY
 CALL
123
New
$21.1K - $29.9K
123 $67.9K
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 CALL
100
New
$17.1K - $24.3K
100 $55.2K
Feb 07, 2023 Q4 2022
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 PUT
100
New
$17.1K - $24.3K
100 $55.2K
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 CALL
100
New
$17.1K - $24.3K
100 $55.2K
Feb 08, 2023 Q4 2022
Altman Advisors, Inc.

Chicago, IL
BUY
 -
83
+ 2.52%
$14.2K - $20.2K
3.38K $1.87M
Feb 13, 2023 Q4 2022
Premier Asset Management LLC

Chicago, IL
BUY
 -
43
+ 3.13%
$7.36K - $10.5K
1.42K $783K
Feb 14, 2023 Q4 2022
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
42
+ 1.57%
$7.19K - $10.2K
2.71K $1.5M
Jan 23, 2023 Q4 2022
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

BUY
 -
40
+ 133.33%
$6.85K - $9.73K
70 $38.6K
Jan 26, 2023 Q4 2022
Boston Common Asset Management, LLC

Boston, MA
BUY
 -
34
+ 1.84%
$5.82K - $8.27K
1.88K $1.04M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
29
New
$4.97K - $7.05K
29 $16K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
25
New
$4.28K - $6.08K
25 $13.8K
Jan 10, 2023 Q4 2022
Fny Investment Advisers, LLC

BUY
 PUT
5
New
$856 - $1.22K
5 $2.76K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
4
+ 0.61%
$685 - $973
664 $367K
Q3 2022
Nov 14, 2022 Q3 2022
Cipher Capital LP

New York, NY
BUY
 -
38.3K
New
$6.22M - $7.59M
38.3K $21.1M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 PUT
32K
+ 400.0%
$5.2M - $6.34M
40K $22.1M
Nov 09, 2022 Q3 2022
Btg Pactual Global Asset Management LTD

New York, NY
BUY
 PUT
30K
New
$4.87M - $5.95M
30K $16.6M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 PUT
14.3K
New
$2.32M - $2.83M
14.3K $7.89M
Nov 14, 2022 Q3 2022
Saba Capital Management, L.P.

New York, NY
BUY
 -
11.1K
+ 37.39%
$1.81M - $2.21M
40.9K $22.6M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
8.89K
+ 211.27%
$1.44M - $1.76M
13.1K $7.23M
Nov 14, 2022 Q3 2022
Ionic Capital Management LLC

New York, NY
BUY
 -
6.4K
New
$1.04M - $1.27M
6.4K $3.53M
Nov 07, 2022 Q3 2022
Stockman Wealth Management, Inc.

BUY
 PUT
6K
New
$975K - $1.19M
6K $3.31M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
5.05K
New
$820K - $1M
5.05K $2.79M
Nov 10, 2022 Q3 2022
Agf Investments LLC

Boston, MA
BUY
 -
4.02K
+ 83.84%
$652K - $796K
8.8K $4.86M
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

BUY
 -
3K
New
$488K - $595K
3K $1.66M
Nov 14, 2022 Q3 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
2.59K
+ 1162.78%
$421K - $514K
2.82K $1.55M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
2.44K
+ 110.17%
$396K - $483K
4.65K $2.57M
Nov 22, 2022 Q3 2022
Continental Investors Services, Inc.

Longview, WA
BUY
 -
1.86K
New
$301K - $368K
1.86K $1.02M
Nov 14, 2022 Q3 2022
Boothbay Fund Management, LLC

New York, NY
BUY
 PUT
1.4K
New
$227K - $278K
1.4K $773K
Nov 14, 2022 Q3 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
1.22K
New
$198K - $242K
1.22K $674K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
301
+ 4.91%
$48.9K - $59.7K
6.43K $3.55M
Oct 21, 2022 Q3 2022
First National Bank Of Hutchinson

BUY
 -
216
+ 8.63%
$35.1K - $42.8K
2.72K $1.5M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
200
New
$32.5K - $39.7K
200 $110K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
195
+ 3.6%
$31.7K - $38.7K
5.61K $3.1M

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