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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.58KNew |
$1.47M - $2.09M
|
8.58K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
7.7K+ 1.98% |
$1.32M - $1.87M
|
397K
$158M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.5KNew |
$1.28M - $1.82M
|
7.5K
$2.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
7.4KNew |
$1.27M - $1.8M
|
7.4K
$2.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.49K+ 65.19% |
$940K - $1.33M
|
13.9K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
5.15KNew |
$882K - $1.25M
|
5.15K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.03KNew |
$861K - $1.22M
|
5.03K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
5KNew |
$856K - $1.22M
|
5K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.21KNew |
$549K - $779K
|
3.21K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
3KNew |
$514K - $729K
|
3K
$1.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
2.27KNew |
$388K - $551K
|
2.27K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$355K - $505K
|
2.08K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$343K - $487K
|
2K
$796K
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.89KNew |
$323K - $459K
|
1.89K
$751K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.71K+ 2.86% |
$293K - $416K
|
61.6K
$24.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$266K - $378K
|
1.56K
$619K
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.55KNew |
$265K - $377K
|
1.55K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.47K+ 626.07% |
$251K - $356K
|
1.7K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.3KNew |
$223K - $316K
|
1.3K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.27KNew |
$217K - $309K
|
1.27K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$206K - $293K
|
1.21K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
1.2KNew |
$206K - $292K
|
1.2K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$200K - $284K
|
1.17K
$464K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.15KNew |
$196K - $279K
|
1.15K
$456K
|
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$192K - $272K
|
1.12K
$445K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$189K - $268K
|
1.1K
$438K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$417K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
1.05KNew |
$180K - $255K
|
1.05K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.03KNew |
$177K - $251K
|
1.03K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.02KNew |
$175K - $248K
|
1.02K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1KNew |
$172K - $244K
|
1K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$398K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$398K
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
1KNew |
$171K - $243K
|
1K
$398K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$171K - $243K
|
1K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
995New |
$170K - $242K
|
995
$396K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
969New |
$166K - $236K
|
969
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
950New |
$163K - $231K
|
950
$378K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
928New |
$159K - $226K
|
928
$369K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
928New |
$159K - $226K
|
928
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
925New |
$158K - $225K
|
925
$368K
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
908New |
$155K - $221K
|
908
$361K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
900New |
$154K - $219K
|
900
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
877New |
$150K - $213K
|
877
$349K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
876New |
$150K - $213K
|
876
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
869+ 12.73% |
$149K - $211K
|
7.7K
$3.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
844New |
$145K - $205K
|
844
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
837New |
$143K - $204K
|
837
$333K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
465New |
$79.6K - $113K
|
465
$185K
|