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 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
415+ 65.66% |
$136K - $169K
|
1.05K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
412New |
$135K - $168K
|
412
$166K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
411+ 61.99% |
$134K - $168K
|
1.07K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
410+ 6.03% |
$134K - $167K
|
7.21K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
408New |
$133K - $166K
|
408
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
408+ 4.14% |
$133K - $166K
|
10.3K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
406+ 4.26% |
$133K - $165K
|
9.94K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 11.44% |
$131K - $164K
|
3.92K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
401+ 7.32% |
$131K - $163K
|
5.88K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
400+ 12.27% |
$131K - $163K
|
3.66K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
400+ 6.69% |
$131K - $163K
|
6.38K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 2.45% |
$129K - $161K
|
16.6K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
395+ 1.13% |
$129K - $161K
|
35.2K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
394+ 6.05% |
$129K - $161K
|
6.91K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
394+ 39.72% |
$129K - $161K
|
1.39K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
388+ 2.0% |
$127K - $158K
|
19.7K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
387+ 34.43% |
$126K - $158K
|
1.51K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
378+ 38.22% |
$124K - $154K
|
1.37K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
375+ 58.14% |
$123K - $153K
|
1.02K
$410K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
375+ 2.31% |
$123K - $153K
|
16.6K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
374+ 19.05% |
$122K - $152K
|
2.34K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
365+ 0.54% |
$119K - $149K
|
67.5K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
361+ 8.34% |
$118K - $147K
|
4.69K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
360+ 7.17% |
$118K - $147K
|
5.38K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
360+ 14.53% |
$118K - $147K
|
2.84K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
357+ 7.37% |
$117K - $146K
|
5.2K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
356+ 16.14% |
$116K - $145K
|
2.56K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
356+ 2.0% |
$116K - $145K
|
18.1K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
355+ 1.86% |
$116K - $145K
|
19.5K
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
354+ 1.46% |
$116K - $144K
|
24.6K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
354+ 48.36% |
$116K - $144K
|
1.09K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
350+ 0.88% |
$114K - $143K
|
40.3K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.15% |
$114K - $143K
|
4.64K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
350+ 2.44% |
$114K - $143K
|
14.7K
$5.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350+ 5.91% |
$114K - $143K
|
6.27K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
341+ 9.4% |
$111K - $139K
|
3.97K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
340+ 4.87% |
$111K - $139K
|
7.32K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
337New |
$110K - $137K
|
337
$136K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
337+ 145.26% |
$110K - $137K
|
569
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
337+ 6.79% |
$110K - $137K
|
5.3K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
337+ 340.4% |
$110K - $137K
|
436
$175K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
331New |
$108K - $135K
|
331
$133K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
330+ 5.19% |
$108K - $135K
|
6.69K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
327+ 5.51% |
$107K - $133K
|
6.26K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
325+ 14.57% |
$106K - $132K
|
2.56K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
325+ 4.81% |
$106K - $132K
|
7.08K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
324+ 2.41% |
$106K - $132K
|
13.8K
$5.54M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
323+ 29.96% |
$106K - $132K
|
1.4K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
318+ 0.77% |
$104K - $130K
|
41.6K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
317+ 24.9% |
$104K - $129K
|
1.59K
$639K
|