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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
502+ 2.11% |
$138K - $195K
|
24.3K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
500+ 30.08% |
$137K - $194K
|
2.16K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
500+ 12.5% |
$137K - $194K
|
4.5K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 13.89% |
$137K - $194K
|
4.1K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 200.0% |
$137K - $194K
|
750
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
500New |
$137K - $194K
|
500
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
498+ 18.86% |
$136K - $193K
|
3.14K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
498+ 4.62% |
$136K - $193K
|
11.3K
$5.08M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
492+ 42.34% |
$135K - $191K
|
1.65K
$745K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
491+ 52.85% |
$135K - $191K
|
1.42K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
487New |
$133K - $189K
|
487
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
485+ 4.2% |
$133K - $188K
|
12K
$5.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
483+ 0.67% |
$132K - $188K
|
72.1K
$32.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
482+ 9.04% |
$132K - $187K
|
5.82K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
475+ 38.81% |
$130K - $184K
|
1.7K
$766K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
475+ 1.27% |
$130K - $184K
|
37.7K
$17M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
469New |
$128K - $182K
|
469
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
465+ 29.47% |
$127K - $181K
|
2.04K
$921K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
463+ 50.49% |
$127K - $180K
|
1.38K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
460+ 16.49% |
$126K - $179K
|
3.25K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
457+ 56.77% |
$125K - $177K
|
1.26K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
452+ 16.56% |
$124K - $175K
|
3.18K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
452+ 8.65% |
$124K - $175K
|
5.68K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
451+ 18.77% |
$124K - $175K
|
2.85K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
450+ 18.71% |
$123K - $175K
|
2.86K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$123K - $175K
|
450
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
449+ 670.15% |
$123K - $174K
|
516
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
448+ 22.24% |
$123K - $174K
|
2.46K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
443+ 3.93% |
$121K - $172K
|
11.7K
$5.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
442+ 15.98% |
$121K - $172K
|
3.21K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
442+ 3.5% |
$121K - $172K
|
13.1K
$5.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
439+ 17.24% |
$120K - $170K
|
2.99K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
439+ 12.47% |
$120K - $170K
|
3.96K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
432+ 40.3% |
$118K - $168K
|
1.5K
$678K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
430+ 136.51% |
$118K - $167K
|
745
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
426+ 2.43% |
$117K - $165K
|
18K
$8.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
426+ 16.33% |
$117K - $165K
|
3.03K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
425+ 5.95% |
$116K - $165K
|
7.57K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
424+ 1.84% |
$116K - $165K
|
23.5K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
420+ 0.6% |
$115K - $163K
|
70.3K
$31.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
420+ 17.43% |
$115K - $163K
|
2.83K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
415+ 28.64% |
$114K - $161K
|
1.86K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
414+ 0.37% |
$113K - $161K
|
113K
$50.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
412+ 15.48% |
$113K - $160K
|
3.07K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
411+ 9.31% |
$113K - $160K
|
4.83K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
409+ 45.29% |
$112K - $159K
|
1.31K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
409+ 1.32% |
$112K - $159K
|
31.3K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
405+ 19.53% |
$111K - $157K
|
2.48K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
400+ 8.72% |
$110K - $155K
|
4.99K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
400+ 25.0% |
$110K - $155K
|
2K
$901K
|