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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 5.25% |
$152K - $176K
|
8.45K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-45- 4.77% |
$16.2K - $18.8K
|
898
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-25- 6.14% |
$9.01K - $10.4K
|
382
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-379- 2.74% |
$137K - $158K
|
13.5K
$4.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
500+ 46.95% |
$180K - $208K
|
1.57K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.31K- 3.51% |
$834K - $964K
|
63.5K
$23.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.98KNew |
$2.51M - $2.91M
|
6.98K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
600+ 3.81% |
$216K - $250K
|
16.3K
$5.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 4.48% |
$1.08K - $1.25K
|
70
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$360 - $417
|
3.97K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
323+ 1.39% |
$116K - $135K
|
23.6K
$8.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 126.92% |
$11.9K - $13.8K
|
59
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-304- 3.17% |
$110K - $127K
|
9.29K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.01KNew |
$726K - $840K
|
2.01K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
390New |
$141K - $163K
|
390
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.3K- 1.84% |
$3.7M - $4.28M
|
549K
$200M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-44- 5.84% |
$15.9K - $18.3K
|
709
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
129K+ 1.44% |
$46.5M - $53.8M
|
9.08M
$3.3B
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
320+ 15.92% |
$115K - $133K
|
2.33K
$848K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
86New |
$31K - $35.9K
|
86
$31.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-137- 7.42% |
$49.4K - $57.1K
|
1.71K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-9.5K- 11.6% |
$3.42M - $3.96M
|
72.4K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6.41K+ 6407.0% |
$2.31M - $2.67M
|
6.51K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
42+ 3.3% |
$15.1K - $17.5K
|
1.32K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 0.86% |
$14.4K - $16.7K
|
4.6K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 2.0% |
$90.1K - $104K
|
12.3K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 7.58% |
$9.73K - $11.3K
|
383
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
47.7K+ 3.21% |
$17.2M - $19.9M
|
1.53M
$557M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
130+ 0.87% |
$46.8K - $54.2K
|
15K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.66K- 5.39% |
$1.68M - $1.94M
|
81.7K
$29.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-153- 4.54% |
$55.1K - $63.8K
|
3.22K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
840New |
$303K - $350K
|
840
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
937+ 7.01% |
$338K - $391K
|
14.3K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$360 - $417
|
977
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
515+ 10.96% |
$186K - $215K
|
5.21K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-111- 1.89% |
$40K - $46.3K
|
5.77K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 23.48% |
$77.8K - $90K
|
1.14K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 6.32% |
$10.1K - $11.7K
|
471
$171K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
988+ 25.6% |
$356K - $412K
|
4.85K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
625New |
$225K - $261K
|
625
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.28KNew |
$460K - $532K
|
1.28K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.66KNew |
$957K - $1.11M
|
2.66K
$966K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
714New |
$257K - $298K
|
714
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$721 - $834
|
1.58K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-427- 4.57% |
$154K - $178K
|
8.92K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.49K- 6.24% |
$896K - $1.04M
|
37.3K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$26.7K - $30.8K
|
74
$26.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 33.28% |
$245K - $284K
|
1.37K
$497K
|