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 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-100- 8.74% |
$36K - $41.7K
|
1.04K
$357K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300+ 9.49% |
$108K - $125K
|
3.46K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.94KNew |
$700K - $810K
|
1.94K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.64K+ 14.21% |
$1.67M - $1.94M
|
37.3K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$721 - $834
|
5.59K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71.9K+ 57.29% |
$25.9M - $30M
|
198K
$67.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
37.3K+ 72.18% |
$13.4M - $15.5M
|
88.9K
$30.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
274+ 1.72% |
$98.7K - $114K
|
16.2K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
354+ 2.95% |
$128K - $148K
|
12.3K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.15K- 5.34% |
$414K - $479K
|
20.4K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-10- 0.46% |
$3.6K - $4.17K
|
2.16K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
109+ 0.57% |
$39.3K - $45.4K
|
19.2K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
174+ 223.08% |
$62.7K - $72.5K
|
252
$86.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.29K+ 143.13% |
$465K - $538K
|
2.19K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-85- 1.2% |
$30.6K - $35.4K
|
7K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-763- 23.84% |
$275K - $318K
|
2.44K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
853+ 2.31% |
$307K - $356K
|
37.7K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.25K+ 0.97% |
$1.89M - $2.19M
|
548K
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
33New |
$11.9K - $13.8K
|
33
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.56K+ 71.82% |
$3.44M - $3.98M
|
22.9K
$7.81M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-49.9K- 14.43% |
$18M - $20.8M
|
296K
$101M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.2K- 26.68% |
$433K - $501K
|
3.3K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
236K+ 2.31% |
$85.2M - $98.5M
|
10.4M
$3.57B
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
964New |
$347K - $402K
|
964
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
123+ 1.86% |
$44.3K - $51.3K
|
6.75K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.8K - $2.08K
|
927
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.13K+ 21.47% |
$408K - $472K
|
6.4K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
962+ 3.39% |
$347K - $401K
|
29.3K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-726- 0.84% |
$262K - $303K
|
85.9K
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
48+ 5.8% |
$17.3K - $20K
|
875
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
479+ 3.69% |
$173K - $200K
|
13.5K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
805+ 7.21% |
$290K - $336K
|
12K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.02K- 40.73% |
$3.25M - $3.76M
|
13.1K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
340+ 4.67% |
$123K - $142K
|
7.62K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 43.83% |
$25.6K - $29.6K
|
91
$31.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-638- 15.99% |
$230K - $266K
|
3.35K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
138New |
$49.7K - $57.5K
|
138
$47.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 2.33% |
$6.13K - $7.09K
|
746
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
62+ 0.31% |
$22.3K - $25.8K
|
20.2K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-261- 2.75% |
$94.1K - $109K
|
9.22K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
749New |
$270K - $312K
|
749
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.66KNew |
$598K - $692K
|
1.66K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 3.06% |
$11.2K - $12.9K
|
982
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.23% |
$27K - $31.3K
|
6.04K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.97K- 1.27% |
$708K - $819K
|
152K
$52.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-400- 40.08% |
$144K - $167K
|
598
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32K+ 157.4% |
$2.28M - $2.63M
|
10.3K
$3.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 0.64% |
$9.01K - $10.4K
|
3.87K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.1K+ 68.75% |
$396K - $459K
|
2.7K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
16+ 0.4% |
$5.77K - $6.67K
|
3.98K
$1.36M
|