Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 10, 2024 Q3 2024
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 PUT
1.68K
New
$533K - $659K
1.68K $502K
Nov 13, 2024 Q3 2024
Donoghue Forlines LLC

BUY
 -
1.66K
+ 91.05%
$526K - $649K
3.48K $1.04M
Nov 25, 2024 Q3 2024
Castellan Group

Louisville, KY
BUY
 -
1.53K
+ 10.09%
$483K - $596K
16.6K $4.96M
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 PUT
1.5K
New
$475K - $587K
1.5K $447K
Nov 13, 2024 Q3 2024
Northwest & Ethical Investments L.P.

Toronto, A6
BUY
 -
1.46K
+ 65.68%
$462K - $570K
3.68K $1.1M
Nov 14, 2024 Q3 2024
Firestone Capital Management

BUY
 -
1.39K
New
$441K - $544K
1.39K $415K
Nov 07, 2024 Q3 2024
Machina Capital S.A.S.

Paris, I0
BUY
 -
1.23K
New
$390K - $481K
1.23K $367K
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
1.12K
New
$354K - $437K
1.12K $333K
Nov 05, 2024 Q3 2024
Schrum Private Wealth Management LLC

BUY
 -
1.1K
New
$347K - $429K
1.1K $327K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
1.07K
+ 6.36%
$339K - $419K
17.9K $5.34M
Oct 15, 2024 Q3 2024
Mount Vernon Associates Inc

BUY
 -
950
New
$301K - $372K
950 $283K
Nov 14, 2024 Q3 2024
360 Financial, Inc.

BUY
 -
945
New
$299K - $370K
945 $282K
Oct 11, 2024 Q3 2024
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

BUY
 -
871
+ 99.43%
$276K - $341K
1.75K $521K
Nov 14, 2024 Q3 2024
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
853
New
$270K - $334K
853 $254K
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
777
New
$246K - $304K
777 $232K
Nov 08, 2024 Q3 2024
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
775
+ 22.33%
$246K - $303K
4.25K $1.27M
Oct 11, 2024 Q3 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
775
+ 52.83%
$246K - $303K
2.24K $668K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
757
+ 0.24%
$240K - $296K
319K $95.1M
Oct 30, 2024 Q3 2024
Asb Consultores, LLC

Aventura, FL
BUY
 -
746
New
$236K - $292K
746 $222K
Nov 13, 2024 Q3 2024
Hyperion Capital Advisors LP

New York, NY
BUY
 -
720
New
$228K - $282K
720 $215K
Oct 31, 2024 Q3 2024
Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH
BUY
 -
720
New
$228K - $282K
720 $215K
Nov 07, 2024 Q3 2024
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
687
New
$218K - $269K
687 $205K
Oct 31, 2024 Q3 2024
Willis Johnson & Associates, Inc.

BUY
 -
665
New
$211K - $260K
665 $198K
Nov 14, 2024 Q3 2024
Nia Impact Advisors, LLC

BUY
 -
651
New
$206K - $255K
651 $194K
Oct 08, 2024 Q3 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
640
New
$203K - $250K
640 $191K
Oct 21, 2024 Q3 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
621
New
$197K - $243K
621 $185K
Nov 14, 2024 Q3 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
615
New
$195K - $241K
615 $183K
Jan 08, 2025 Q3 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
606
+ 41.94%
$192K - $237K
2.05K $611K
Oct 04, 2024 Q3 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
604
New
$191K - $236K
604 $180K
Nov 13, 2024 Q3 2024
Crestline Management, LP

Fort Worth, TX
BUY
 -
600
New
$190K - $235K
600 $179K
Oct 31, 2024 Q3 2024
Baugh & Associates, LLC

BUY
 -
600
New
$190K - $235K
600 $179K
Oct 24, 2024 Q3 2024
Smith Group Asset Management, LLC

Dallas, TX
BUY
 -
600
New
$190K - $235K
600 $179K
Oct 08, 2024 Q3 2024
Osher Van De Voorde Investment Management

BUY
 -
600
New
$190K - $235K
600 $179K
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
600
New
$190K - $235K
600 $179K
Nov 12, 2024 Q3 2024
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
598
New
$189K - $234K
598 $178K
Oct 30, 2024 Q3 2024
Clarity Financial LLC

BUY
 -
597
New
$189K - $233K
597 $178K
Oct 29, 2024 Q3 2024
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
595
New
$188K - $233K
595 $177K
Nov 06, 2024 Q3 2024
Intelligence Driven Advisers, LLC

BUY
 -
593
New
$188K - $232K
593 $177K
Nov 15, 2024 Q3 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
592
New
$188K - $232K
592 $176K
Oct 15, 2024 Q3 2024
Prairie Sky Financial Group LLC

Westchester, IL
BUY
 -
585
New
$185K - $229K
585 $174K
Oct 28, 2024 Q3 2024
Forth Right Wealth Management, LLC

BUY
 -
584
New
$185K - $228K
584 $174K
Nov 14, 2024 Q3 2024
Hollow Brook Wealth Management LLC

BUY
 -
582
New
$184K - $228K
582 $174K
Nov 13, 2024 Q3 2024
Fca Corp

Houston, TX
BUY
 -
582
+ 48.5%
$184K - $228K
1.78K $531K
Oct 15, 2024 Q3 2024
Nova R Wealth, Inc.

BUY
 -
582
New
$184K - $228K
582 $174K
Oct 11, 2024 Q3 2024
Cherrydale Wealth Management, LLC

BUY
 -
579
New
$183K - $226K
579 $173K
Nov 12, 2024 Q3 2024
Orion Investment CO

St. Louis, MO
BUY
 -
575
New
$182K - $225K
575 $171K
Oct 24, 2024 Q3 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
575
New
$182K - $225K
575 $171K
Oct 24, 2024 Q3 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
573
New
$182K - $224K
573 $171K
Nov 08, 2024 Q3 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
566
New
$179K - $221K
566 $169K

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