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
Aug 01, 2024 Q2 2024
Rockline Wealth Management, LLC

Plainview, NY
BUY
 -
210
+ 22.9%
$67.5K - $79.7K
1.13K $336K
Aug 07, 2024 Q2 2024
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
202
+ 36.46%
$64.9K - $76.6K
756 $225K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
200
+ 9.44%
$64.3K - $75.9K
2.32K $691K
Feb 20, 2025 Q2 2024
Clare Market Investments LLC

Dallas, TX
BUY
 -
181
+ 24.86%
$58.2K - $68.7K
909 $271K
Aug 14, 2024 Q2 2024
Pfc Capital Group, Inc.

Los Angeles, CA
BUY
 -
178
+ 5.15%
$57.2K - $67.5K
3.64K $1.08M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
147
New
$47.3K - $55.8K
147 $43.8K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
140
New
$45K - $53.1K
140 $41.7K
Jul 16, 2024 Q2 2024
Fcg Investment CO

Germantown, TN
BUY
 -
133
+ 4.54%
$42.8K - $50.4K
3.06K $912K
Aug 30, 2024 Q2 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
130
+ 99.24%
$41.8K - $49.3K
261 $77.8K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
126
New
$40.5K - $47.8K
126 $37.6K
Aug 08, 2024 Q2 2024
Rs Crum Inc.

BUY
 -
105
+ 2.43%
$33.8K - $39.8K
4.43K $1.32M
Jul 25, 2024 Q2 2024
Check Capital Management Inc

BUY
 -
100
+ 6.18%
$32.1K - $37.9K
1.72K $512K
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 PUT
100
New
$32.1K - $37.9K
100 $29.8K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
100
+ 6.99%
$32.1K - $37.9K
1.53K $456K
Aug 13, 2024 Q2 2024
Fairscale Capital, LLC

Nashua, NH
BUY
 -
99
New
$31.8K - $37.6K
99 $29.5K
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
93
+ 16.85%
$29.9K - $35.3K
645 $192K
Nov 14, 2024 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
88
+ 13.52%
$28.3K - $33.4K
739 $220K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
87
New
$28K - $33K
87 $25.9K
Jul 16, 2024 Q2 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
85
+ 6.27%
$27.3K - $32.2K
1.44K $429K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
83
New
$26.7K - $31.5K
83 $24.7K
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
73
New
$23.5K - $27.7K
73 $21.8K
Jul 23, 2024 Q2 2024
American Institute For Advanced Investment Management, LLP

BUY
 -
70
+ 7.49%
$22.5K - $26.6K
1.01K $300K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
57
+ 3.44%
$18.3K - $21.6K
1.71K $510K
Aug 12, 2024 Q2 2024
Elequin Capital LP

New York, NY
BUY
 -
55
New
$17.7K - $20.9K
55 $16.4K
Aug 13, 2024 Q2 2024
Financial Avengers, Inc.

Oakland, CA
BUY
 -
50
New
$16.1K - $19K
50 $14.9K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
38
+ 21.47%
$12.2K - $14.4K
215 $64.1K
Jul 12, 2024 Q2 2024
Eclectic Associates Inc

BUY
 -
29
+ 3.41%
$9.32K - $11K
880 $262K
Aug 13, 2024 Q2 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
28
+ 2.55%
$9K - $10.6K
1.13K $336K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
28
New
$9K - $10.6K
28 $8.35K
Jan 27, 2025 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
25
+ 2.94%
$8.04K - $9.48K
874 $261K
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
25
New
$8.04K - $9.48K
25 $7.45K
Jul 30, 2024 Q2 2024
Investment Research & Advisory Group, Inc.

BUY
 -
25
+ 250.0%
$8.04K - $9.48K
35 $10.4K
Jul 17, 2024 Q2 2024
Epic Trust Investment Advisors, LLC

BUY
 -
25
+ 1.88%
$8.04K - $9.48K
1.36K $404K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
20
New
$6.43K - $7.59K
20 $5.96K
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
18
New
$5.79K - $6.83K
18 $5.37K
Aug 13, 2024 Q2 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
15
+ 1.71%
$4.82K - $5.69K
891 $266K
Jul 31, 2024 Q2 2024
Dover Advisors, LLC

Richmond, VA
BUY
 -
15
+ 2.15%
$4.82K - $5.69K
712 $212K
Jul 25, 2024 Q2 2024
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
14
+ 1.02%
$4.5K - $5.31K
1.39K $414K
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
13
+ 5.31%
$4.18K - $4.93K
258 $76.9K
Jul 15, 2024 Q2 2024
Vigilare Wealth Management

BUY
 -
11
+ 1.69%
$3.54K - $4.17K
661 $197K
Jul 22, 2024 Q2 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
7
+ 23.33%
$2.25K - $2.66K
37 $11K
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
6
New
$1.93K - $2.28K
6 $1.79K
Jul 16, 2024 Q2 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
6
+ 0.94%
$1.93K - $2.28K
643 $192K
Jul 12, 2024 Q2 2024
Wolff Wiese Magana LLC

BUY
 -
4
+ 2.14%
$1.29K - $1.52K
191 $56.9K
Jul 05, 2024 Q2 2024
Institutional & Family Asset Management, LLC

BUY
 -
4
+ 0.35%
$1.29K - $1.52K
1.14K $339K
Jul 17, 2024 Q2 2024
Tradewinds Capital Management, LLC

BUY
 -
3
+ 0.71%
$964 - $1.14K
427 $127K
Aug 09, 2024 Q2 2024
Planning Directions Inc

BUY
 -
2
+ 0.31%
$643 - $759
637 $190K
Jul 30, 2024 Q2 2024
Richard Bernstein Advisors LLC

BUY
 -
2
+ 0.01%
$643 - $759
15.1K $4.49M
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
2
New
$643 - $759
2 $596

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