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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
713K+ 546.63% |
$195M - $277M
|
843K
$339M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.8K+ 5.44% |
$4.33M - $6.14M
|
307K
$123M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.8KNew |
$4.04M - $5.73M
|
14.8K
$5.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.1K+ 3.02% |
$2.76M - $3.92M
|
344K
$138M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.07KNew |
$2.49M - $3.52M
|
9.07K
$3.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.05K+ 18.92% |
$2.2M - $3.12M
|
50.6K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.19K+ 4.73% |
$1.42M - $2.01M
|
115K
$46.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.64K+ 672.71% |
$1.27M - $1.8M
|
5.32K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 12.76% |
$843K - $1.2M
|
27.2K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.6K+ 8.41% |
$712K - $1.01M
|
33.5K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$915K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.7K+ 1.86% |
$465K - $659K
|
92.9K
$37.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 2.85% |
$450K - $637K
|
59.2K
$23.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 6.51% |
$383K - $543K
|
22.9K
$9.2M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.07KNew |
$293K - $415K
|
1.07K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.04K+ 20.67% |
$285K - $405K
|
6.08K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
894+ 55.94% |
$245K - $347K
|
2.49K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
857+ 33.31% |
$235K - $333K
|
3.43K
$1.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
857+ 81.16% |
$235K - $333K
|
1.91K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
750New |
$205K - $291K
|
750
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
749New |
$205K - $291K
|
749
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
635New |
$174K - $247K
|
635
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
621New |
$170K - $241K
|
621
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
604New |
$165K - $234K
|
604
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602New |
$165K - $234K
|
602
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
598+ 2.53% |
$164K - $232K
|
24.2K
$9.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
563New |
$154K - $219K
|
563
$226K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
555New |
$152K - $215K
|
555
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
512+ 31.37% |
$140K - $199K
|
2.14K
$862K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
510+ 34.34% |
$140K - $198K
|
2K
$802K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
450+ 18.71% |
$123K - $175K
|
2.86K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$123K - $175K
|
450
$181K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
448+ 22.24% |
$123K - $174K
|
2.46K
$990K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
425+ 5.95% |
$116K - $165K
|
7.57K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
307+ 1.76% |
$84.1K - $119K
|
17.7K
$7.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$734K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
259+ 2.67% |
$71K - $101K
|
9.96K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
239+ 18.19% |
$65.5K - $92.8K
|
1.55K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$3.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 16.65% |
$61.6K - $87.3K
|
1.58K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
209+ 32.2% |
$57.3K - $81.1K
|
858
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
204+ 14.68% |
$55.9K - $79.2K
|
1.59K
$641K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
164+ 1.36% |
$44.9K - $63.7K
|
12.2K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
156+ 3.45% |
$42.7K - $60.6K
|
4.68K
$1.88M
|