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 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.28M+ 36842.06% |
$1.99B - $2.83B
|
7.3M
$3.05B
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
713K+ 546.63% |
$195M - $277M
|
843K
$352M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
39.8K+ 111.08% |
$10.9M - $15.5M
|
75.7K
$31.6M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
38KNew |
$10.4M - $14.8M
|
38K
$15.9M
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
32.4KNew |
$8.89M - $12.6M
|
32.4K
$13.5M
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
17.8K+ 4.28% |
$4.88M - $6.92M
|
435K
$181M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.8K+ 5.44% |
$4.33M - $6.14M
|
307K
$128M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.8KNew |
$4.04M - $5.73M
|
14.8K
$6.16M
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
14.5KNew |
$3.97M - $5.63M
|
14.5K
$6.05M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.8K+ 279.32% |
$3.5M - $4.96M
|
17.3K
$7.23M
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11.1K+ 818.28% |
$3.04M - $4.31M
|
12.5K
$5.2M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
11.1K+ 35.66% |
$3.04M - $4.3M
|
42.2K
$17.6M
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
10.2KNew |
$2.79M - $3.96M
|
10.2K
$4.26M
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.1K+ 3.02% |
$2.76M - $3.92M
|
344K
$144M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.27K+ 43.35% |
$2.54M - $3.6M
|
30.6K
$12.8M
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.07KNew |
$2.49M - $3.52M
|
9.07K
$3.78M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.05K+ 18.92% |
$2.2M - $3.12M
|
50.6K
$21.1M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.46K+ 66.71% |
$2.04M - $2.9M
|
18.7K
$7.78M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.98K+ 55.92% |
$1.91M - $2.71M
|
19.5K
$8.11M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
6.5KNew |
$1.78M - $2.52M
|
6.5K
$2.71M
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
5.45K+ 160.77% |
$1.49M - $2.12M
|
8.84K
$3.69M
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.19K+ 4.73% |
$1.42M - $2.01M
|
115K
$48M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.13K+ 6.74% |
$1.41M - $1.99M
|
81.2K
$33.9M
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.64K+ 672.71% |
$1.27M - $1.8M
|
5.32K
$2.22M
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.2K+ 104.12% |
$1.15M - $1.63M
|
8.23K
$3.43M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.14KNew |
$1.13M - $1.61M
|
4.14K
$1.73M
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.96K+ 58.12% |
$1.08M - $1.54M
|
10.8K
$4.49M
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.91KNew |
$1.07M - $1.52M
|
3.91K
$1.63M
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.57K+ 19.34% |
$977K - $1.39M
|
22K
$9.19M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.56K+ 139.96% |
$976K - $1.38M
|
6.11K
$2.55M
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.31K+ 258.59% |
$907K - $1.28M
|
4.59K
$1.91M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.19KNew |
$875K - $1.24M
|
3.19K
$1.33M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 12.76% |
$843K - $1.2M
|
27.2K
$11.4M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.36M
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 196.61% |
$794K - $1.13M
|
4.38K
$1.83M
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.82K+ 34.4% |
$772K - $1.09M
|
11K
$4.59M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.63K+ 5.12% |
$721K - $1.02M
|
54K
$22.5M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 9.96% |
$668K - $947K
|
26.9K
$11.2M
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.33KNew |
$639K - $906K
|
2.33K
$974K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$949K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.22K+ 188.86% |
$608K - $862K
|
3.4K
$1.42M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.19K+ 174.68% |
$601K - $852K
|
3.45K
$1.44M
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.15K+ 9.91% |
$588K - $833K
|
23.8K
$9.93M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 25.09% |
$549K - $778K
|
10K
$4.17M
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.9KNew |
$520K - $736K
|
1.9K
$791K
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.82K+ 34.71% |
$499K - $707K
|
7.07K
$2.95M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 12.44% |
$478K - $677K
|
15.8K
$6.58M
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
1.7K+ 5.7% |
$467K - $662K
|
31.6K
$13.2M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.7K+ 1.86% |
$465K - $659K
|
92.9K
$38.7M
|