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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
774+ 57.46% |
$253K - $316K
|
2.12K
$853K
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
771+ 5.81% |
$252K - $314K
|
14K
$5.64M
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
769+ 1.89% |
$251K - $313K
|
41.5K
$16.7M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
763+ 7.76% |
$249K - $311K
|
10.6K
$4.26M
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
759+ 87.34% |
$248K - $309K
|
1.63K
$655K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
743+ 3.39% |
$243K - $303K
|
22.7K
$9.13M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
737+ 0.73% |
$241K - $300K
|
102K
$41.1M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
733+ 13.38% |
$240K - $299K
|
6.21K
$2.5M
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
728New |
$238K - $297K
|
728
$293K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
725New |
$237K - $296K
|
725
$292K
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
722New |
$236K - $294K
|
722
$290K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
713+ 19.23% |
$233K - $291K
|
4.42K
$1.78M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 6.49% |
$233K - $291K
|
11.7K
$4.71M
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
713New |
$233K - $291K
|
713
$287K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
710+ 24.72% |
$232K - $289K
|
3.58K
$1.44M
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
710New |
$232K - $289K
|
710
$286K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
707+ 14.8% |
$231K - $288K
|
5.49K
$2.21M
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$587K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
702+ 23.61% |
$229K - $286K
|
3.68K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
689+ 57.56% |
$225K - $281K
|
1.89K
$759K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
685New |
$224K - $279K
|
685
$275K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
684+ 361.9% |
$223K - $279K
|
873
$351K
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
677New |
$221K - $276K
|
677
$272K
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
668New |
$218K - $272K
|
668
$269K
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$218K - $272K
|
668
$269K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
662+ 7.92% |
$216K - $270K
|
9.03K
$3.63M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
658New |
$215K - $268K
|
658
$265K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
652+ 5.98% |
$213K - $266K
|
11.5K
$4.64M
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
650+ 928.57% |
$212K - $265K
|
720
$290K
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
650New |
$212K - $265K
|
650
$261K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
649+ 31.19% |
$212K - $265K
|
2.73K
$1.1M
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
648New |
$212K - $264K
|
648
$261K
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
647New |
$211K - $264K
|
647
$260K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
642+ 0.58% |
$210K - $262K
|
112K
$45.1M
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
630+ 0.54% |
$206K - $257K
|
117K
$47.1M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
628+ 1.83% |
$205K - $256K
|
34.9K
$14M
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
626+ 6.51% |
$205K - $255K
|
10.2K
$4.12M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
625+ 6.59% |
$204K - $255K
|
10.1K
$4.06M
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
621New |
$203K - $253K
|
621
$250K
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
621New |
$203K - $253K
|
621
$250K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
621New |
$203K - $253K
|
621
$250K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
615New |
$201K - $251K
|
615
$247K
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
614+ 4.42% |
$201K - $250K
|
14.5K
$5.84M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
612New |
$200K - $249K
|
612
$246K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
604+ 68.95% |
$197K - $246K
|
1.48K
$595K
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
602+ 17.84% |
$197K - $245K
|
3.98K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
600+ 60.0% |
$196K - $245K
|
1.6K
$643K
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
589+ 4.14% |
$192K - $240K
|
14.8K
$5.97M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
584+ 5.76% |
$191K - $238K
|
10.7K
$4.31M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
579+ 28.42% |
$189K - $236K
|
2.62K
$1.05M
|