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 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
222New |
$72.5K - $90.5K
|
222
$89.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
222+ 6.85% |
$72.5K - $90.5K
|
3.46K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
221+ 8.61% |
$72.2K - $90.1K
|
2.79K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
221+ 13.02% |
$72.2K - $90.1K
|
1.92K
$772K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
219+ 1.25% |
$71.6K - $89.3K
|
17.7K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
218+ 8.04% |
$71.2K - $88.9K
|
2.93K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
218+ 20.11% |
$71.2K - $88.9K
|
1.3K
$524K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 24.25% |
$71.2K - $88.9K
|
1.12K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
217+ 102.36% |
$70.9K - $88.5K
|
429
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
217+ 19.09% |
$70.9K - $88.5K
|
1.35K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
216+ 1.72% |
$70.6K - $88K
|
12.8K
$5.14M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
216+ 18.93% |
$70.6K - $88K
|
1.36K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
216+ 7.5% |
$70.6K - $88K
|
3.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
215+ 5.96% |
$70.3K - $87.6K
|
3.82K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
215+ 5.12% |
$70.3K - $87.6K
|
4.42K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
214+ 6.52% |
$69.9K - $87.2K
|
3.5K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
213+ 0.62% |
$69.6K - $86.8K
|
34.5K
$13.9M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
212+ 26.6% |
$69.3K - $86.4K
|
1.01K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 6.0% |
$69.3K - $86.4K
|
3.75K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 2.55% |
$68.9K - $86K
|
8.48K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
211+ 21.0% |
$68.9K - $86K
|
1.22K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
210+ 1.82% |
$68.6K - $85.6K
|
11.8K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
209+ 31.29% |
$68.3K - $85.2K
|
877
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
208+ 1.97% |
$68K - $84.8K
|
10.8K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
207+ 27.6% |
$67.6K - $84.4K
|
957
$385K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
206+ 17.65% |
$67.3K - $84K
|
1.37K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
204+ 4.24% |
$66.7K - $83.2K
|
5.02K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 0.79% |
$66K - $82.3K
|
25.8K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
202+ 32.11% |
$66K - $82.3K
|
831
$334K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
201+ 34.96% |
$65.7K - $81.9K
|
776
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
201+ 19.05% |
$65.7K - $81.9K
|
1.26K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$65.4K - $81.5K
|
200
$80.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 1.5% |
$65.4K - $81.5K
|
13.5K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
200+ 20.12% |
$65.4K - $81.5K
|
1.19K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
199+ 30.85% |
$65K - $81.1K
|
844
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
199+ 90.87% |
$65K - $81.1K
|
418
$168K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
197+ 5.43% |
$64.4K - $80.3K
|
3.82K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 5.78% |
$64.4K - $80.3K
|
3.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
195+ 1.19% |
$63.7K - $79.5K
|
16.5K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
195+ 23.81% |
$63.7K - $79.5K
|
1.01K
$408K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
191+ 103.8% |
$62.4K - $77.9K
|
375
$151K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
190New |
$62.1K - $77.4K
|
190
$76.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 1.3% |
$61.8K - $77K
|
14.7K
$5.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.56% |
$61.4K - $76.6K
|
33.8K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
188+ 15.09% |
$61.4K - $76.6K
|
1.43K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
188New |
$61.4K - $76.6K
|
188
$75.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
187+ 2.52% |
$61.1K - $76.2K
|
7.62K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
186+ 1.35% |
$60.8K - $75.8K
|
14K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
185+ 4.28% |
$60.4K - $75.4K
|
4.51K
$1.81M
|