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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
527+ 26.02% |
$190K - $220K
|
2.55K
$948K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
515+ 9.5% |
$186K - $215K
|
5.94K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
515+ 3.85% |
$186K - $215K
|
13.9K
$5.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
512+ 31.64% |
$185K - $213K
|
2.13K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
505+ 1.46% |
$182K - $211K
|
35.2K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
504+ 4.52% |
$182K - $210K
|
11.7K
$4.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
500+ 33.94% |
$180K - $208K
|
1.97K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
497+ 79.39% |
$179K - $207K
|
1.12K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
496+ 15.72% |
$179K - $207K
|
3.65K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
492+ 17.83% |
$177K - $205K
|
3.25K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
486+ 31.62% |
$175K - $203K
|
2.02K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
485+ 7.08% |
$175K - $202K
|
7.33K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
483+ 8.01% |
$174K - $201K
|
6.51K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
479+ 3.75% |
$173K - $200K
|
13.3K
$4.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
441+ 4.3% |
$159K - $184K
|
10.7K
$3.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
436+ 2.52% |
$157K - $182K
|
17.7K
$6.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
434+ 3.22% |
$156K - $181K
|
13.9K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
431+ 25.47% |
$155K - $180K
|
2.12K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
402+ 13.11% |
$145K - $168K
|
3.47K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
396+ 1.07% |
$143K - $165K
|
37.4K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
395+ 2.59% |
$142K - $165K
|
15.6K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
394+ 30.15% |
$142K - $164K
|
1.7K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
383+ 2.6% |
$138K - $160K
|
15.1K
$5.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
375+ 6.55% |
$135K - $156K
|
6.1K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
370+ 0.88% |
$133K - $154K
|
42.6K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
366+ 0.88% |
$132K - $153K
|
41.8K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
365+ 12.29% |
$132K - $152K
|
3.34K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
364+ 7.12% |
$131K - $152K
|
5.48K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
363+ 0.66% |
$131K - $151K
|
55.6K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
363+ 17.2% |
$131K - $151K
|
2.47K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
355+ 45.57% |
$128K - $148K
|
1.13K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
354+ 3.8% |
$128K - $148K
|
9.67K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
353+ 50.43% |
$127K - $147K
|
1.05K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
346+ 3.66% |
$125K - $144K
|
9.8K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
337+ 10.49% |
$121K - $140K
|
3.55K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
334+ 20.37% |
$120K - $139K
|
1.97K
$733K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
331+ 40.12% |
$119K - $138K
|
1.16K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
323New |
$116K - $135K
|
323
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
320+ 50.63% |
$115K - $133K
|
952
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
318+ 31.64% |
$115K - $133K
|
1.32K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
314+ 41.53% |
$113K - $131K
|
1.07K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
313+ 626.0% |
$113K - $130K
|
363
$135K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 0.74% |
$112K - $129K
|
42.1K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
310+ 6.68% |
$112K - $129K
|
4.95K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
309+ 5.04% |
$111K - $129K
|
6.44K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
308+ 1.86% |
$111K - $128K
|
16.9K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
307+ 7.69% |
$111K - $128K
|
4.3K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
305+ 8.18% |
$110K - $127K
|
4.03K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
300+ 29.41% |
$108K - $125K
|
1.32K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
CALL |
300New |
$108K - $125K
|
300
$111K
|