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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
85+ 2.38% |
$26.9K - $33.2K
|
3.66K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85+ 1.76% |
$26.9K - $33.2K
|
4.91K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
80+ 1.25% |
$25.3K - $31.3K
|
6.46K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
79+ 5.43% |
$25K - $30.9K
|
1.53K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.06% |
$24.4K - $30.1K
|
129K
$47.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
77+ 8.25% |
$24.4K - $30.1K
|
1.01K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
74+ 1.56% |
$23.4K - $28.9K
|
4.82K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
74+ 3.01% |
$23.4K - $28.9K
|
2.54K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
73+ 0.53% |
$23.1K - $28.6K
|
13.7K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 9.18% |
$22.8K - $28.2K
|
856
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.44% |
$22.5K - $27.8K
|
16.1K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71+ 0.64% |
$22.5K - $27.8K
|
11.2K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
67+ 1.57% |
$21.2K - $26.2K
|
4.33K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
67+ 4.75% |
$21.2K - $26.2K
|
1.48K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
66+ 6.53% |
$20.9K - $25.8K
|
1.08K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
66+ 2.81% |
$20.9K - $25.8K
|
2.41K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.88% |
$19.3K - $23.9K
|
2.18K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
60+ 0.59% |
$19K - $23.5K
|
10.2K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
60+ 0.95% |
$19K - $23.5K
|
6.34K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.65% |
$19K - $23.5K
|
9.23K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
55+ 4.3% |
$17.4K - $21.5K
|
1.34K
$486K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54+ 46.96% |
$17.1K - $21.1K
|
169
$61.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
53+ 1.37% |
$16.8K - $20.7K
|
3.93K
$1.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
51+ 3.62% |
$16.2K - $19.9K
|
1.46K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
50+ 0.47% |
$15.8K - $19.6K
|
10.8K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
50+ 2.52% |
$15.8K - $19.6K
|
2.03K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
50+ 2.56% |
$15.8K - $19.6K
|
2K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 1.51% |
$15.2K - $18.8K
|
3.24K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
47+ 0.34% |
$14.9K - $18.4K
|
13.9K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45+ 2.69% |
$14.3K - $17.6K
|
1.72K
$624K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 67.69% |
$13.9K - $17.2K
|
109
$39.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
44+ 3.15% |
$13.9K - $17.2K
|
1.44K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 3.64% |
$13.9K - $17.2K
|
1.25K
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
43+ 7.08% |
$13.6K - $16.8K
|
650
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$14.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
39New |
$12.4K - $15.3K
|
39
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 3.96% |
$12K - $14.9K
|
998
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
37+ 1.74% |
$11.7K - $14.5K
|
2.16K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
36+ 2.98% |
$11.4K - $14.1K
|
1.24K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
36+ 1.58% |
$11.4K - $14.1K
|
2.32K
$845K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
35+ 0.81% |
$11.1K - $13.7K
|
4.38K
$1.59M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
34+ 0.82% |
$10.8K - $13.3K
|
4.17K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
33+ 1.15% |
$10.5K - $12.9K
|
2.91K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
33+ 1.22% |
$10.5K - $12.9K
|
2.73K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
33+ 0.35% |
$10.5K - $12.9K
|
9.48K
$3.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
33+ 2.22% |
$10.5K - $12.9K
|
1.52K
$552K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.62% |
$9.82K - $12.1K
|
5K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
31+ 6.89% |
$9.82K - $12.1K
|
481
$175K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
30+ 42.86% |
$9.5K - $11.7K
|
100
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
30+ 4.09% |
$9.5K - $11.7K
|
763
$278K
|