Latest Institutional Purchases of Caterpillar Inc (CAT)
This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.11KNew |
$762K - $881K
|
2.11K
$630K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.11KNew |
$761K - $881K
|
2.11K
$630K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.1KNew |
$757K - $875K
|
2.1K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.1K+ 84.35% |
$755K - $874K
|
4.58K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.09KNew |
$754K - $872K
|
2.09K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$751K - $868K
|
2.08K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 12.1% |
$731K - $846K
|
18.8K
$5.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.02KNew |
$729K - $843K
|
2.02K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01K+ 26.7% |
$726K - $840K
|
9.56K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.01KNew |
$726K - $840K
|
2.01K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2K+ 400.0% |
$721K - $834K
|
2.5K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 17.65% |
$717K - $829K
|
13.3K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
1.99K+ 24.81% |
$716K - $828K
|
10K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.98K+ 15.28% |
$712K - $824K
|
14.9K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.96K+ 35.33% |
$707K - $818K
|
7.51K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$701K - $810K
|
1.94K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.94KNew |
$700K - $810K
|
1.94K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.94KNew |
$700K - $810K
|
1.94K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94K+ 25.38% |
$699K - $809K
|
9.58K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.93KNew |
$694K - $803K
|
1.93K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.92KNew |
$692K - $800K
|
1.92K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.89K+ 2.19% |
$681K - $788K
|
88K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.89K+ 189.56% |
$680K - $787K
|
2.88K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.89KNew |
$680K - $787K
|
1.89K
$563K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 8.35% |
$677K - $784K
|
24.4K
$7.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.87K+ 0.82% |
$675K - $781K
|
229K
$68.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.86KNew |
$668K - $773K
|
1.86K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 0.46% |
$662K - $765K
|
403K
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 5.77% |
$662K - $765K
|
33.6K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.83KNew |
$659K - $762K
|
1.83K
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 2.66% |
$658K - $761K
|
70.4K
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.81KNew |
$653K - $755K
|
1.81K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.8K+ 52.2% |
$650K - $752K
|
5.26K
$1.57M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.8KNew |
$649K - $750K
|
1.8K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 0.7% |
$637K - $737K
|
255K
$76.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.76KNew |
$635K - $734K
|
1.76K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$634K - $734K
|
1.76K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.76K+ 1.23% |
$634K - $733K
|
144K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$626K - $724K
|
1.74K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.73K+ 11.98% |
$624K - $722K
|
16.2K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.73K+ 10.49% |
$622K - $720K
|
18.2K
$5.42M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.72K+ 64.95% |
$621K - $718K
|
4.38K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.7KNew |
$611K - $707K
|
1.7K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.69KNew |
$610K - $706K
|
1.69K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.69KNew |
$609K - $705K
|
1.69K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.69K+ 7.96% |
$608K - $703K
|
22.9K
$6.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$605K - $700K
|
1.68K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.67KNew |
$602K - $696K
|
1.67K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.66KNew |
$598K - $692K
|
1.66K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.66KNew |
$598K - $692K
|
1.66K
$495K
|