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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
284K+ 0.61% |
$102M - $119M
|
46.8M
$15.9B
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-399- 0.62% |
$144K - $166K
|
64K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-16- 1.96% |
$5.77K - $6.67K
|
800
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.69% |
$9.01K - $10.4K
|
3.61K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
71.2KNew |
$25.7M - $29.7M
|
71.2K
$24.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.26KNew |
$455K - $526K
|
1.26K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.5KNew |
$3.06M - $3.54M
|
8.5K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.08K+ 3.57% |
$387K - $448K
|
31.2K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
127+ 12.57% |
$45.8K - $52.9K
|
1.14K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 9.23% |
$28.1K - $32.5K
|
923
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.65K- 1.72% |
$593K - $686K
|
94.2K
$32M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$414K - $479K
|
1.15K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-38- 0.61% |
$13.7K - $15.8K
|
6.17K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.6K- 11.88% |
$14.6M - $16.9M
|
301K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25+ 3.32% |
$9.01K - $10.4K
|
779
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-4- 0.19% |
$1.44K - $1.67K
|
2.16K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 5.11% |
$19.8K - $22.9K
|
1.02K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
93+ 16.55% |
$33.5K - $38.8K
|
655
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
797New |
$287K - $332K
|
797
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.89K- 0.75% |
$680K - $787K
|
249K
$84.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-65- 1.3% |
$23.4K - $27.1K
|
4.94K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.69K+ 7.96% |
$608K - $703K
|
22.9K
$7.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.09K+ 12.29% |
$392K - $453K
|
9.94K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.56K- 80.83% |
$562K - $650K
|
370
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
55+ 0.96% |
$19.8K - $22.9K
|
5.8K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
529+ 7.9% |
$191K - $221K
|
7.22K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-7- 0.36% |
$2.52K - $2.92K
|
1.91K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.56K+ 0.95% |
$561K - $649K
|
166K
$56.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22.7K+ 22.52% |
$8.16M - $9.45M
|
123K
$41.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$721 - $834
|
2.57K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-137- 3.02% |
$49.4K - $57.1K
|
4.4K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.4KNew |
$1.23M - $1.42M
|
3.4K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 3.63% |
$31.7K - $36.7K
|
2.51K
$853K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
227+ 0.33% |
$81.8K - $94.6K
|
69.1K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-34.9K- 8.02% |
$12.6M - $14.6M
|
400K
$136M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
502+ 2.96% |
$181K - $209K
|
17.5K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.15% |
$37.8K - $43.8K
|
9.22K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 2.63% |
$20.9K - $24.2K
|
2.26K
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 7.58% |
$3.6K - $4.17K
|
142
$48.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.33% |
$10.8K - $12.5K
|
8.98K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.89K+ 189.56% |
$680K - $787K
|
2.88K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
375+ 12.66% |
$135K - $156K
|
3.34K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-238- 0.66% |
$85.8K - $99.2K
|
35.6K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
713New |
$257K - $297K
|
713
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-145- 6.25% |
$52.3K - $60.4K
|
2.18K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.15K+ 27.28% |
$2.21M - $2.56M
|
28.7K
$9.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
192+ 29.09% |
$69.2K - $80K
|
852
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3+ 0.15% |
$1.08K - $1.25K
|
2.04K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
113+ 19.22% |
$40.7K - $47.1K
|
701
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.28KNew |
$462K - $534K
|
1.28K
$435K
|