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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
56+ 4.58% |
$15.6K - $20.5K
|
1.28K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 25.0% |
$13.9K - $18.3K
|
250
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 1.14% |
$12.5K - $16.5K
|
3.98K
$1.62M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
40New |
$11.1K - $14.7K
|
40
$16.3K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34+ 2.47% |
$9.47K - $12.5K
|
1.41K
$573K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
30New |
$8.36K - $11K
|
30
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20+ 1.78% |
$5.57K - $7.33K
|
1.15K
$465K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20+ 1.14% |
$5.57K - $7.33K
|
1.78K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 0.13% |
$4.74K - $6.23K
|
13.2K
$5.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13+ 0.91% |
$3.62K - $4.76K
|
1.45K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$3.06K - $4.03K
|
11
$4.47K
|
|
|
May 14, 2024
Q1 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$836 - $1.1K
|
3
$1.22K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3+ 0.65% |
$836 - $1.1K
|
468
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$279 - $366
|
696
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$279 - $366
|
1.17K
$474K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
54.8K+ 151.38% |
$12.4M - $16.3M
|
91K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
50K+ 100.0% |
$11.3M - $14.9M
|
100K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
35KNew |
$7.91M - $10.4M
|
35K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$6.71M - $8.85M
|
29.7K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
28.2K+ 28.4% |
$6.38M - $8.41M
|
128K
$51.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
20KNew |
$4.52M - $5.96M
|
20K
$8.13M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
16KNew |
$3.62M - $4.77M
|
16K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
13.3KNew |
$3.01M - $3.96M
|
13.3K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
10KNew |
$2.26M - $2.98M
|
10K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
9.96KNew |
$2.25M - $2.97M
|
9.96K
$4.05M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.62KNew |
$1.72M - $2.27M
|
7.62K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
6.2K+ 91.18% |
$1.4M - $1.85M
|
13K
$5.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
6KNew |
$1.36M - $1.79M
|
6K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
5.5KNew |
$1.24M - $1.64M
|
5.5K
$2.24M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.68KNew |
$1.06M - $1.39M
|
4.68K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.47KNew |
$783K - $1.03M
|
3.47K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.27KNew |
$738K - $974K
|
3.27K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.91KNew |
$657K - $866K
|
2.91K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$619K - $817K
|
2.74K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.64K+ 42.91% |
$596K - $786K
|
8.78K
$3.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$528K - $697K
|
2.34K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$486K - $641K
|
2.15K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.11K+ 49.14% |
$476K - $628K
|
6.4K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2KNew |
$452K - $596K
|
2K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.99KNew |
$450K - $593K
|
1.99K
$808K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.81KNew |
$408K - $538K
|
1.81K
$734K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.62KNew |
$365K - $481K
|
1.62K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$337K - $444K
|
1.49K
$606K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.47KNew |
$331K - $437K
|
1.47K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.34KNew |
$302K - $398K
|
1.34K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.2KNew |
$272K - $358K
|
1.2K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.16KNew |
$263K - $347K
|
1.16K
$473K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.05KNew |
$237K - $313K
|
1.05K
$427K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.03K+ 251.59% |
$233K - $307K
|
1.44K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
914New |
$207K - $272K
|
914
$371K
|
|