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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.03K+ 6.58% |
$337K - $420K
|
16.7K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 12.51% |
$334K - $417K
|
9.19K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.02KNew |
$333K - $416K
|
1.02K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 2.25% |
$332K - $414K
|
46.1K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1K+ 140.34% |
$327K - $408K
|
1.72K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
1KNew |
$327K - $408K
|
1K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$327K - $408K
|
1K
$402K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
991New |
$324K - $404K
|
991
$399K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
989+ 28.72% |
$323K - $403K
|
4.43K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
987+ 33.92% |
$323K - $402K
|
3.9K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
982+ 6.25% |
$321K - $400K
|
16.7K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
973+ 10.53% |
$318K - $397K
|
10.2K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
973+ 45.81% |
$318K - $397K
|
3.1K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
972+ 64.07% |
$318K - $396K
|
2.49K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
970+ 32.39% |
$317K - $395K
|
3.97K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
963+ 2.67% |
$315K - $393K
|
37K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
960+ 1.74% |
$314K - $391K
|
56K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
956+ 4.89% |
$312K - $390K
|
20.5K
$8.24M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
951+ 5.17% |
$311K - $388K
|
19.3K
$7.78M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
950+ 18.06% |
$310K - $387K
|
6.21K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
944+ 17.35% |
$308K - $385K
|
6.39K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
937New |
$306K - $382K
|
937
$377K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
928+ 6.6% |
$303K - $378K
|
15K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
917+ 1.41% |
$300K - $374K
|
66.1K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
903+ 128.45% |
$295K - $368K
|
1.61K
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 38.83% |
$294K - $367K
|
3.22K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
891+ 58.93% |
$291K - $363K
|
2.4K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
890+ 0.82% |
$291K - $363K
|
109K
$43.8M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
886+ 46.48% |
$290K - $361K
|
2.79K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
882New |
$288K - $360K
|
882
$355K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
882+ 52.66% |
$288K - $360K
|
2.56K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
878+ 14.55% |
$287K - $358K
|
6.91K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
877+ 7.07% |
$287K - $357K
|
13.3K
$5.34M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
869+ 5.13% |
$284K - $354K
|
17.8K
$7.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
863+ 30.08% |
$282K - $352K
|
3.73K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
862+ 1.34% |
$282K - $351K
|
65K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
858+ 2.51% |
$280K - $350K
|
35K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
853New |
$279K - $348K
|
853
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
848+ 22.27% |
$277K - $346K
|
4.66K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
843+ 20.96% |
$275K - $344K
|
4.86K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
842+ 9.23% |
$275K - $343K
|
9.97K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
818New |
$267K - $333K
|
818
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
818New |
$267K - $333K
|
818
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
816New |
$267K - $333K
|
816
$328K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
813+ 57.95% |
$266K - $331K
|
2.22K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
812+ 4.32% |
$265K - $331K
|
19.6K
$7.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 50.28% |
$261K - $326K
|
2.39K
$962K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
795+ 5.25% |
$260K - $324K
|
15.9K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
792+ 77.34% |
$259K - $323K
|
1.82K
$730K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$2.69M
|