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 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-18- 1.95% |
$6.49K - $7.5K
|
906
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.63K- 69.6% |
$1.31M - $1.51M
|
1.58K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 10.21% |
$19.5K - $22.5K
|
583
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 2.03% |
$807K - $934K
|
108K
$36.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-714- 8.76% |
$257K - $298K
|
7.44K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17+ 0.74% |
$6.13K - $7.09K
|
2.31K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.17K+ 116600.0% |
$420K - $486K
|
1.17K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.83KNew |
$659K - $762K
|
1.83K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
308+ 17.76% |
$111K - $128K
|
2.04K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-321- 15.08% |
$116K - $134K
|
1.81K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
350+ 13.23% |
$126K - $146K
|
3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18K+ 7.83% |
$6.5M - $7.52M
|
249K
$84.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6.29K- 54.8% |
$2.27M - $2.62M
|
5.19K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 2.29% |
$18K - $20.8K
|
2.23K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.6K+ 8.62% |
$1.66M - $1.92M
|
57.9K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$360 - $417
|
2.35K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
100+ 2.62% |
$36K - $41.7K
|
3.92K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
74+ 6.92% |
$26.7K - $30.8K
|
1.14K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.15% |
$360 - $417
|
651
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 2.66% |
$658K - $761K
|
70.4K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 1.85% |
$20.5K - $23.8K
|
3.02K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
58+ 6.1% |
$20.9K - $24.2K
|
1.01K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
58+ 3.68% |
$20.9K - $24.2K
|
1.63K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-47- 1.95% |
$16.9K - $19.6K
|
2.37K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-117- 4.34% |
$42.2K - $48.8K
|
2.58K
$876K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.56K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.47K- 0.49% |
$1.25M - $1.45M
|
703K
$238M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 13.71% |
$843K - $975K
|
14.7K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1.27KNew |
$456K - $528K
|
1.27K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.86KNew |
$1.03M - $1.19M
|
2.86K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
384+ 3.42% |
$138K - $160K
|
11.6K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
931+ 2.37% |
$336K - $388K
|
40.3K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-773- 25.32% |
$279K - $322K
|
2.28K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
478New |
$172K - $199K
|
478
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
604New |
$218K - $252K
|
604
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
771+ 31.19% |
$278K - $321K
|
3.24K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-362- 2.12% |
$130K - $151K
|
16.7K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
144+ 1.77% |
$51.9K - $60K
|
8.27K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11K+ 2.28% |
$3.96M - $4.58M
|
492K
$167M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
53.9KNew |
$19.4M - $22.5M
|
53.9K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 41.67% |
$216K - $250K
|
840
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-61K- 4.11% |
$22M - $25.4M
|
1.42M
$483M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.98K+ 3.31% |
$2.52M - $2.91M
|
218K
$73.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
553New |
$199K - $231K
|
553
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
628+ 17.89% |
$226K - $262K
|
4.14K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
791+ 8.5% |
$285K - $330K
|
10.1K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.4K- 10.22% |
$506K - $585K
|
12.3K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-23- 0.25% |
$8.29K - $9.59K
|
9.26K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-273- 3.32% |
$98.4K - $114K
|
7.94K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
239+ 3.22% |
$86.1K - $99.6K
|
7.66K
$2.6M
|