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 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 9.82% |
$189K - $236K
|
6.47K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
571+ 14.36% |
$187K - $233K
|
4.55K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
568+ 1.12% |
$186K - $232K
|
51.4K
$20.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 2.48% |
$185K - $231K
|
23.4K
$9.43M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
565+ 0.93% |
$185K - $230K
|
61.3K
$24.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
561+ 13.66% |
$183K - $229K
|
4.67K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557+ 31.58% |
$182K - $227K
|
2.32K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
557New |
$182K - $227K
|
557
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
556+ 27.93% |
$182K - $227K
|
2.55K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
544+ 0.78% |
$178K - $222K
|
70.7K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
543+ 20.34% |
$177K - $221K
|
3.21K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
538+ 8.79% |
$176K - $219K
|
6.66K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
527+ 1.81% |
$172K - $215K
|
29.6K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
525+ 6.92% |
$172K - $214K
|
8.12K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
524+ 27.93% |
$171K - $214K
|
2.4K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
524+ 19.3% |
$171K - $214K
|
3.24K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
520+ 15.51% |
$170K - $212K
|
3.87K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
518+ 4.33% |
$169K - $211K
|
12.5K
$5.02M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
516+ 1.46% |
$169K - $210K
|
35.9K
$14.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
513+ 8.48% |
$168K - $209K
|
6.57K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
504+ 16.49% |
$165K - $205K
|
3.56K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
501+ 7.17% |
$164K - $204K
|
7.49K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
500+ 29.69% |
$163K - $204K
|
2.18K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
493+ 11.13% |
$161K - $201K
|
4.92K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
490+ 19.21% |
$160K - $200K
|
3.04K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 3.57% |
$160K - $200K
|
14.2K
$5.71M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
488+ 3.72% |
$159K - $199K
|
13.6K
$5.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
488+ 4.56% |
$159K - $199K
|
11.2K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
480+ 8.5% |
$157K - $196K
|
6.13K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
478New |
$156K - $195K
|
478
$192K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
470+ 3.43% |
$154K - $192K
|
14.2K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
468+ 0.74% |
$153K - $191K
|
63.4K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
462+ 22.62% |
$151K - $188K
|
2.5K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
459+ 5.1% |
$150K - $187K
|
9.47K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
456+ 72.96% |
$149K - $186K
|
1.08K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
455+ 14.95% |
$149K - $185K
|
3.5K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
453+ 61.13% |
$148K - $185K
|
1.19K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
450+ 3.57% |
$147K - $183K
|
13.1K
$5.25M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
448+ 12.23% |
$146K - $183K
|
4.11K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
446+ 15.4% |
$146K - $182K
|
3.34K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
444+ 4.39% |
$145K - $181K
|
10.6K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
430+ 10.13% |
$141K - $175K
|
4.68K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 26.76% |
$139K - $173K
|
2.01K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
421+ 16.0% |
$138K - $172K
|
3.05K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
419+ 6.34% |
$137K - $171K
|
7.03K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
417+ 2.7% |
$136K - $170K
|
15.9K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
416+ 12.47% |
$136K - $170K
|
3.75K
$1.51M
|