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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
559New |
$201K - $233K
|
559
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558+ 47.01% |
$201K - $233K
|
1.75K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
550+ 5.49% |
$198K - $229K
|
10.6K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
535+ 36.72% |
$193K - $223K
|
1.99K
$792K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
527+ 26.02% |
$190K - $220K
|
2.55K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
515+ 9.5% |
$186K - $215K
|
5.94K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
515+ 3.85% |
$186K - $215K
|
13.9K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
504+ 4.52% |
$182K - $210K
|
11.7K
$4.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
497+ 79.39% |
$179K - $207K
|
1.12K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
496+ 15.72% |
$179K - $207K
|
3.65K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
492+ 17.83% |
$177K - $205K
|
3.25K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
486+ 31.62% |
$175K - $203K
|
2.02K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
485+ 7.08% |
$175K - $202K
|
7.33K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
479+ 3.75% |
$173K - $200K
|
13.3K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
441+ 4.3% |
$159K - $184K
|
10.7K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
431+ 25.47% |
$155K - $180K
|
2.12K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
402+ 13.11% |
$145K - $168K
|
3.47K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
395+ 2.59% |
$142K - $165K
|
15.6K
$6.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
375+ 6.55% |
$135K - $156K
|
6.1K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
366+ 0.88% |
$132K - $153K
|
41.8K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
364+ 7.12% |
$131K - $152K
|
5.48K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
355+ 45.57% |
$128K - $148K
|
1.13K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
353+ 50.43% |
$127K - $147K
|
1.05K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
346+ 3.66% |
$125K - $144K
|
9.8K
$3.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 40.12% |
$119K - $138K
|
1.16K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 0.74% |
$112K - $129K
|
42.1K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
310+ 6.68% |
$112K - $129K
|
4.95K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
309+ 5.04% |
$111K - $129K
|
6.44K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
308+ 1.86% |
$111K - $128K
|
16.9K
$6.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
307+ 7.69% |
$111K - $128K
|
4.3K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 8.18% |
$110K - $127K
|
4.03K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
300+ 14.87% |
$108K - $125K
|
2.32K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
299+ 50.08% |
$108K - $125K
|
896
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
290+ 1.74% |
$105K - $121K
|
16.9K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
287+ 6.39% |
$103K - $120K
|
4.78K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
273+ 3.95% |
$98.4K - $114K
|
7.18K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
269+ 43.25% |
$96.9K - $112K
|
891
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
265+ 9.83% |
$95.5K - $110K
|
2.96K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
258+ 11.8% |
$93K - $108K
|
2.45K
$972K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
245+ 2.08% |
$88.3K - $102K
|
12K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
242+ 13.93% |
$87.2K - $101K
|
1.98K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
237+ 0.72% |
$85.4K - $98.8K
|
33.3K
$13.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
237+ 2.23% |
$85.4K - $98.8K
|
10.8K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.57% |
$83.6K - $96.7K
|
6.74K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
228+ 0.59% |
$82.2K - $95K
|
38.6K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
217+ 20.39% |
$78.2K - $90.5K
|
1.28K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 1.46% |
$77.1K - $89.2K
|
14.8K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
210+ 1.24% |
$75.7K - $87.5K
|
17.1K
$6.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
207+ 7.54% |
$74.6K - $86.3K
|
2.95K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
206+ 18.93% |
$74.2K - $85.9K
|
1.29K
$515K
|