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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
115+ 1.92% |
$36.4K - $45K
|
6.1K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
115+ 4.75% |
$36.4K - $45K
|
2.54K
$942K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
115+ 6.66% |
$36.4K - $45K
|
1.84K
$685K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
112+ 2.81% |
$35.5K - $43.8K
|
4.09K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112+ 3.44% |
$35.5K - $43.8K
|
3.37K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
110New |
$34.8K - $43K
|
110
$40.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
109+ 1.57% |
$34.5K - $42.6K
|
7.04K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
109+ 12.34% |
$34.5K - $42.6K
|
992
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 5.81% |
$34.5K - $42.6K
|
1.99K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
108+ 7.45% |
$34.2K - $42.2K
|
1.56K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
107+ 3.18% |
$33.9K - $41.8K
|
3.47K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
107+ 11.16% |
$33.9K - $41.8K
|
1.07K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
105+ 3.44% |
$33.3K - $41.1K
|
3.16K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
102+ 14.13% |
$32.3K - $39.9K
|
824
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 4.73% |
$31.7K - $39.1K
|
2.21K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.12% |
$31.7K - $39.1K
|
9.01K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 2.12% |
$31.7K - $39.1K
|
4.81K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100+ 15.15% |
$31.7K - $39.1K
|
760
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
99+ 13.25% |
$31.4K - $38.7K
|
846
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 1.49% |
$31K - $38.3K
|
6.68K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
97+ 1.95% |
$30.7K - $37.9K
|
5.08K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
96+ 2.48% |
$30.4K - $37.5K
|
3.96K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
95+ 0.14% |
$30.1K - $37.2K
|
68.9K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93+ 3.82% |
$29.5K - $36.4K
|
2.53K
$938K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
91New |
$28.8K - $35.6K
|
91
$33.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
91+ 0.61% |
$28.8K - $35.6K
|
15.1K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
87+ 1.44% |
$27.6K - $34K
|
6.12K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
87+ 4.83% |
$27.6K - $34K
|
1.89K
$702K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
83+ 4.03% |
$26.3K - $32.5K
|
2.14K
$796K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
82+ 3.0% |
$26K - $32.1K
|
2.81K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
80+ 1.25% |
$25.3K - $31.3K
|
6.46K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
79+ 5.43% |
$25K - $30.9K
|
1.53K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.06% |
$24.4K - $30.1K
|
129K
$48M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
77+ 8.25% |
$24.4K - $30.1K
|
1.01K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
76+ 0.96% |
$24.1K - $29.7K
|
8.03K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.56% |
$23.4K - $28.9K
|
4.82K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 3.01% |
$23.4K - $28.9K
|
2.54K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
73+ 0.53% |
$23.1K - $28.6K
|
13.7K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 9.18% |
$22.8K - $28.2K
|
856
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.44% |
$22.5K - $27.8K
|
16.1K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.64% |
$22.5K - $27.8K
|
11.2K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$21.9K - $27K
|
7.63K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
68+ 0.49% |
$21.5K - $26.6K
|
13.8K
$5.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
68+ 2.82% |
$21.5K - $26.6K
|
2.48K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
67+ 0.36% |
$21.2K - $26.2K
|
18.7K
$6.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
67+ 4.75% |
$21.2K - $26.2K
|
1.48K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
66+ 6.53% |
$20.9K - $25.8K
|
1.08K
$400K
|