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 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-175- 2.14% |
$63.1K - $73K
|
7.99K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-618- 37.05% |
$223K - $258K
|
1.05K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 1.73% |
$18.7K - $21.7K
|
2.95K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6.98KNew |
$2.52M - $2.91M
|
6.98K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
14.3K+ 45.53% |
$5.16M - $5.97M
|
45.8K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 7.14% |
$27K - $31.3K
|
975
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
75New |
$27K - $31.3K
|
75
$25.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.21% |
$1.08K - $1.25K
|
1.46K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-23- 1.7% |
$8.29K - $9.59K
|
1.33K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.57KNew |
$927K - $1.07M
|
2.57K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$5.11M - $5.92M
|
14.2K
$4.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
67+ 0.63% |
$24.1K - $27.9K
|
10.8K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.71K- 0.52% |
$975K - $1.13M
|
514K
$176M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.5K- 13.76% |
$5.93M - $6.86M
|
103K
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.41KNew |
$1.23M - $1.42M
|
3.41K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.25KNew |
$449K - $519K
|
1.25K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 2.02% |
$6.85K - $7.92K
|
958
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-35- 1.59% |
$12.6K - $14.6K
|
2.16K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-36- 0.13% |
$13K - $15K
|
27.4K
$9.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.14K- 67.14% |
$1.13M - $1.31M
|
1.54K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.41K+ 211.2% |
$1.59M - $1.84M
|
6.5K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.71% |
$3.6K - $4.17K
|
1.43K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-9.94K- 23.13% |
$3.58M - $4.15M
|
33K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-40- 0.55% |
$14.4K - $16.7K
|
7.27K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
83+ 7.42% |
$29.9K - $34.6K
|
1.2K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$43.2K - $50K
|
120
$41K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 2.84% |
$45K - $52.1K
|
4.28K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-9.83K- 58.54% |
$3.54M - $4.1M
|
6.96K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
512+ 26.35% |
$185K - $213K
|
2.46K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
135+ 11.28% |
$48.6K - $56.3K
|
1.33K
$455K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-484- 6.88% |
$174K - $202K
|
6.55K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-173- 1.54% |
$62.3K - $72.1K
|
11.1K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
609New |
$219K - $254K
|
609
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
230K+ 7.88% |
$82.8M - $95.8M
|
3.15M
$1.08B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-102K- 30.51% |
$36.6M - $42.4M
|
231K
$79.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-362- 18.12% |
$130K - $151K
|
1.64K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
185+ 7.44% |
$66.7K - $77.1K
|
2.67K
$912K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-200- 1.19% |
$72.1K - $83.4K
|
16.6K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.38% |
$1.44K - $1.67K
|
1.06K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 34.84% |
$819K - $948K
|
4.25K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.91% |
$7.57K - $8.75K
|
700
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24- 3.41% |
$8.65K - $10K
|
679
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.25% |
$14.1K - $16.3K
|
15.3K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.1K+ 8.09% |
$5.81M - $6.72M
|
215K
$73.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-98- 1.03% |
$35.3K - $40.9K
|
9.38K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.33K+ 49.36% |
$1.56M - $1.8M
|
13.1K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 105.2% |
$962K - $1.11M
|
5.21K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.3K+ 3.44% |
$10.9M - $12.6M
|
910K
$311M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 2.81% |
$597K - $691K
|
60.6K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.07% |
$721 - $834
|
2.77K
$945K
|