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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
621New |
$200K - $236K
|
621
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
462New |
$149K - $175K
|
462
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
440New |
$141K - $167K
|
440
$163K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
316New |
$102K - $120K
|
316
$117K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
315+ 14.52% |
$101K - $119K
|
2.49K
$923K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
294New |
$94.5K - $112K
|
294
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
280+ 49.12% |
$90K - $106K
|
850
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
237New |
$76.2K - $89.9K
|
237
$88K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
210+ 22.9% |
$67.5K - $79.7K
|
1.13K
$419K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
202+ 36.46% |
$64.9K - $76.6K
|
756
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200+ 9.44% |
$64.3K - $75.9K
|
2.32K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
178+ 5.15% |
$57.2K - $67.5K
|
3.64K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
164+ 1.55% |
$52.7K - $62.2K
|
10.7K
$3.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
147New |
$47.3K - $55.8K
|
147
$54.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
140New |
$45K - $53.1K
|
140
$52K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
137+ 17.68% |
$44K - $52K
|
912
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
133+ 4.54% |
$42.8K - $50.4K
|
3.06K
$1.14M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
130+ 99.24% |
$41.8K - $49.3K
|
261
$96.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
126New |
$40.5K - $47.8K
|
126
$46.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
108+ 14.52% |
$34.7K - $41K
|
852
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
105+ 2.43% |
$33.8K - $39.8K
|
4.43K
$1.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
100+ 6.18% |
$32.1K - $37.9K
|
1.72K
$638K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
100New |
$32.1K - $37.9K
|
100
$37.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100+ 6.99% |
$32.1K - $37.9K
|
1.53K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
99New |
$31.8K - $37.6K
|
99
$36.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
93+ 16.85% |
$29.9K - $35.3K
|
645
$240K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
88+ 13.52% |
$28.3K - $33.4K
|
739
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
87New |
$28K - $33K
|
87
$32.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
85+ 6.27% |
$27.3K - $32.2K
|
1.44K
$535K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
83New |
$26.7K - $31.5K
|
83
$30.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
82+ 14.26% |
$26.4K - $31.1K
|
657
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
80+ 5.26% |
$25.7K - $30.3K
|
1.6K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
73New |
$23.5K - $27.7K
|
73
$27.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 12.68% |
$22.8K - $26.9K
|
631
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
70+ 7.49% |
$22.5K - $26.6K
|
1.01K
$373K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 3.44% |
$18.3K - $21.6K
|
1.71K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
55New |
$17.7K - $20.9K
|
55
$20.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50New |
$16.1K - $19K
|
50
$18.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 4.1% |
$16.1K - $19K
|
1.27K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
48New |
$15.4K - $18.2K
|
48
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 21.47% |
$12.2K - $14.4K
|
215
$79.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38+ 2.51% |
$12.2K - $14.4K
|
1.55K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
29+ 3.41% |
$9.32K - $11K
|
880
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28+ 2.55% |
$9K - $10.6K
|
1.13K
$419K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
28New |
$9K - $10.6K
|
28
$10.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
27+ 4.09% |
$8.68K - $10.2K
|
687
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$8.36K - $9.86K
|
26
$9.66K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 2.94% |
$8.04K - $9.48K
|
874
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.29K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
25New |
$8.04K - $9.48K
|
25
$9.29K
|