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 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.77KNew |
$982K - $1.18M
|
4.77K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3KNew |
$617K - $743K
|
3K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.7K+ 35.85% |
$350K - $421K
|
6.44K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.62KNew |
$333K - $400K
|
1.62K
$643K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.45KNew |
$299K - $359K
|
1.45K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.34KNew |
$277K - $333K
|
1.34K
$534K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.17KNew |
$241K - $290K
|
1.17K
$465K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
932New |
$192K - $231K
|
932
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
900+ 225.0% |
$185K - $223K
|
1.3K
$517K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
900+ 900.0% |
$185K - $223K
|
1K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
867New |
$178K - $215K
|
867
$345K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
821New |
$169K - $203K
|
821
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
741New |
$152K - $184K
|
741
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
557New |
$115K - $138K
|
557
$221K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
431New |
$88.7K - $107K
|
431
$171K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
238+ 2.16% |
$49K - $58.9K
|
11.3K
$4.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
213+ 4.03% |
$43.8K - $52.8K
|
5.5K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
210+ 20.31% |
$43.2K - $52K
|
1.24K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195+ 28.93% |
$40.1K - $48.3K
|
869
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
152+ 22.03% |
$31.3K - $37.6K
|
842
$335K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 1.32% |
$30.9K - $37.2K
|
11.5K
$4.57M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
126New |
$25.9K - $31.2K
|
126
$50.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
121New |
$24.9K - $30K
|
121
$48.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
110+ 7.17% |
$22.6K - $27.2K
|
1.64K
$654K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
101New |
$20.8K - $25K
|
101
$40.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70+ 0.75% |
$14.4K - $17.3K
|
9.4K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
65+ 3.02% |
$13.4K - $16.1K
|
2.22K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.99% |
$10.3K - $12.4K
|
2.56K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
30New |
$6.17K - $7.43K
|
30
$11.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
23+ 0.79% |
$4.73K - $5.7K
|
2.93K
$1.17M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
20+ 11.11% |
$4.12K - $4.95K
|
200
$79.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14+ 0.8% |
$2.88K - $3.47K
|
1.77K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13New |
$2.67K - $3.22K
|
13
$5.17K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.92% |
$206 - $248
|
110
$43.7K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.28% |
$206 - $248
|
352
$140K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.05MNew |
$1.09B - $1.34B
|
5.05M
$2.01B
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
750KNew |
$161M - $198M
|
750K
$298M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
121KNew |
$26M - $32M
|
121K
$48.1M
|
|
|
May 02, 2023
Q1 2023
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
54KNew |
$11.6M - $14.3M
|
54K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
50.3K+ 1849.3% |
$10.8M - $13.3M
|
53.1K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
42.2KNew |
$9.07M - $11.2M
|
42.2K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
35.5KNew |
$7.62M - $9.38M
|
35.5K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
25KNew |
$5.38M - $6.61M
|
25K
$9.94M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
21.3KNew |
$4.58M - $5.64M
|
21.3K
$8.47M
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
15KNew |
$3.23M - $3.97M
|
15K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.1KNew |
$2.81M - $3.46M
|
13.1K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.2K+ 392.28% |
$2.41M - $2.97M
|
14.1K
$5.6M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
7.82KNew |
$1.68M - $2.07M
|
7.82K
$3.11M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.75K+ 2.85% |
$1.45M - $1.78M
|
243K
$96.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.25K+ 748.09% |
$1.34M - $1.65M
|
7.09K
$2.82M
|
|