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 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
82+ 3.73% |
$29.6K - $34.2K
|
2.28K
$765K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
82+ 14.56% |
$29.6K - $34.2K
|
645
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
81+ 0.51% |
$29.2K - $33.8K
|
16K
$5.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 1.37% |
$29.2K - $33.8K
|
5.98K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
81+ 3.53% |
$29.2K - $33.8K
|
2.37K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
79+ 71.82% |
$28.5K - $32.9K
|
189
$63.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
79+ 1.16% |
$28.5K - $32.9K
|
6.87K
$2.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
79+ 0.66% |
$28.5K - $32.9K
|
12.1K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 9.23% |
$28.1K - $32.5K
|
923
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
78+ 0.11% |
$28.1K - $32.5K
|
70.1K
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
78+ 9.19% |
$28.1K - $32.5K
|
927
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
78+ 1.58% |
$28.1K - $32.5K
|
5.03K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
78+ 9.43% |
$28.1K - $32.5K
|
905
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
77+ 49.36% |
$27.7K - $32.1K
|
233
$78.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
77+ 5.95% |
$27.7K - $32.1K
|
1.37K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
77+ 334.78% |
$27.7K - $32.1K
|
100
$33.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
75New |
$27K - $31.3K
|
75
$25.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.85% |
$27K - $31.3K
|
4.12K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
75+ 0.79% |
$27K - $31.3K
|
9.54K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75+ 3.45% |
$27K - $31.3K
|
2.25K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.22% |
$26.7K - $30.8K
|
3.41K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
74+ 6.92% |
$26.7K - $30.8K
|
1.14K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
74New |
$26.7K - $30.8K
|
74
$24.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
73New |
$26.3K - $30.4K
|
73
$24.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
73+ 1.26% |
$26.3K - $30.4K
|
5.88K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
73+ 6.2% |
$26.3K - $30.4K
|
1.25K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
72+ 4.65% |
$25.9K - $30K
|
1.62K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
72+ 6.42% |
$25.9K - $30K
|
1.19K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 3.42% |
$25.6K - $29.6K
|
2.15K
$721K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 0.91% |
$25.2K - $29.2K
|
7.74K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
68+ 0.69% |
$24.5K - $28.3K
|
9.89K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
68+ 0.76% |
$24.5K - $28.3K
|
9.01K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
68+ 5.11% |
$24.5K - $28.3K
|
1.4K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
67+ 0.63% |
$24.1K - $27.9K
|
10.8K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
67+ 1.15% |
$24.1K - $27.9K
|
5.9K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
66+ 0.61% |
$23.8K - $27.5K
|
10.9K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
65+ 2.24% |
$23.4K - $27.1K
|
2.97K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
65+ 13.0% |
$23.4K - $27.1K
|
565
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 0.99% |
$23.4K - $27.1K
|
6.65K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
65+ 3.69% |
$23.4K - $27.1K
|
1.83K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 8.83% |
$23.4K - $27.1K
|
801
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
65+ 130.0% |
$23.4K - $27.1K
|
115
$38.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
64+ 1.78% |
$23.1K - $26.7K
|
3.66K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
64+ 3.23% |
$23.1K - $26.7K
|
2.04K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
64+ 0.16% |
$23.1K - $26.7K
|
40.7K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
63+ 1.3% |
$22.7K - $26.3K
|
4.92K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
63New |
$22.7K - $26.3K
|
63
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
62+ 0.31% |
$22.3K - $25.8K
|
20.2K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
60+ 6.73% |
$21.6K - $25K
|
952
$320K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 4.24% |
$21.6K - $25K
|
1.48K
$495K
|