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 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 3.71% |
$8.55K - $10.6K
|
754
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
27+ 1.16% |
$8.55K - $10.6K
|
2.35K
$873K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
27+ 3.96% |
$8.55K - $10.6K
|
709
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
26+ 1.61% |
$8.24K - $10.2K
|
1.64K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
25+ 3.36% |
$7.92K - $9.78K
|
770
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
25+ 6.54% |
$7.92K - $9.78K
|
407
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
25+ 0.87% |
$7.92K - $9.78K
|
2.92K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 1.56% |
$7.29K - $9K
|
1.5K
$555K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
23+ 0.69% |
$7.29K - $9K
|
3.33K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 1.05% |
$6.97K - $8.6K
|
2.11K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
22+ 2.91% |
$6.97K - $8.6K
|
778
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22+ 0.71% |
$6.97K - $8.6K
|
3.13K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
22+ 1.98% |
$6.97K - $8.6K
|
1.14K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 17.89% |
$6.97K - $8.6K
|
145
$53.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
21+ 8.11% |
$6.65K - $8.21K
|
280
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
21+ 1.62% |
$6.65K - $8.21K
|
1.32K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20+ 2.53% |
$6.34K - $7.82K
|
811
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.17% |
$6.34K - $7.82K
|
11.5K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18+ 2.22% |
$5.7K - $7.04K
|
827
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
17New |
$5.39K - $6.65K
|
17
$6.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 2.5% |
$5.07K - $6.26K
|
656
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
16+ 0.38% |
$5.07K - $6.26K
|
4.26K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.07K - $6.26K
|
816
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 4.32% |
$5.07K - $6.26K
|
386
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
16+ 1.09% |
$5.07K - $6.26K
|
1.48K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.36% |
$4.75K - $5.87K
|
4.24K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.79% |
$4.75K - $5.87K
|
1.92K
$714K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
15+ 0.62% |
$4.75K - $5.87K
|
2.45K
$911K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
15+ 0.6% |
$4.75K - $5.87K
|
2.53K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.09% |
$4.44K - $5.48K
|
15.4K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.44K - $5.48K
|
1.61K
$600K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14+ 0.44% |
$4.44K - $5.48K
|
3.23K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
13+ 0.83% |
$4.12K - $5.08K
|
1.57K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13+ 0.98% |
$4.12K - $5.08K
|
1.33K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.13% |
$3.8K - $4.69K
|
8.91K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.36% |
$3.8K - $4.69K
|
236
$87.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.17% |
$3.8K - $4.69K
|
7.15K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
12+ 1.29% |
$3.8K - $4.69K
|
939
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12+ 0.68% |
$3.8K - $4.69K
|
1.77K
$656K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$3.8K - $4.69K
|
3.76K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.72% |
$3.48K - $4.3K
|
649
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 0.23% |
$3.17K - $3.91K
|
4.29K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10New |
$3.17K - $3.91K
|
10
$3.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.45% |
$2.85K - $3.52K
|
2.02K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.09% |
$2.85K - $3.52K
|
9.83K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
9+ 0.46% |
$2.85K - $3.52K
|
1.98K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 1.86% |
$2.85K - $3.52K
|
494
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
9+ 1.04% |
$2.85K - $3.52K
|
875
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8+ 0.31% |
$2.53K - $3.13K
|
2.58K
$959K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.05% |
$2.53K - $3.13K
|
769
$286K
|