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 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
246+ 10.16% |
$67.4K - $95.5K
|
2.67K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
246+ 6.95% |
$67.4K - $95.5K
|
3.79K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
241+ 926.92% |
$66K - $93.6K
|
267
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
240+ 2.53% |
$65.7K - $93.2K
|
9.72K
$4.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
240+ 7.47% |
$65.7K - $93.2K
|
3.45K
$1.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
239+ 10.4% |
$65.5K - $92.8K
|
2.54K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
239+ 18.19% |
$65.5K - $92.8K
|
1.55K
$700K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
238+ 1.94% |
$65.2K - $92.4K
|
12.5K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
236+ 27.16% |
$64.6K - $91.6K
|
1.11K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
236+ 30.69% |
$64.6K - $91.6K
|
1.01K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
235New |
$64.4K - $91.2K
|
235
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
235+ 0.6% |
$64.4K - $91.2K
|
39.3K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
234+ 2.35% |
$64.1K - $90.8K
|
10.2K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 11.57% |
$63.8K - $90.5K
|
2.25K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
231+ 1.16% |
$63.3K - $89.7K
|
20.1K
$9.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$4.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
230+ 34.33% |
$63K - $89.3K
|
900
$406K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
226+ 1.13% |
$61.9K - $87.7K
|
20.2K
$9.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 16.65% |
$61.6K - $87.3K
|
1.58K
$710K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
224+ 3.12% |
$61.4K - $87K
|
7.4K
$3.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
223+ 4.41% |
$61.1K - $86.6K
|
5.28K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219+ 17.78% |
$60K - $85K
|
1.45K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
218+ 17.45% |
$59.7K - $84.6K
|
1.47K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
216+ 5.88% |
$59.2K - $83.9K
|
3.89K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
214+ 4.75% |
$58.6K - $83.1K
|
4.72K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
213+ 0.34% |
$58.3K - $82.7K
|
62.4K
$28.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
210+ 8.96% |
$57.5K - $81.5K
|
2.56K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
209+ 4.83% |
$57.3K - $81.1K
|
4.53K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
209+ 32.2% |
$57.3K - $81.1K
|
858
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
207+ 7.11% |
$56.7K - $80.4K
|
3.12K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
206+ 6.01% |
$56.4K - $80K
|
3.64K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
206+ 1.21% |
$56.4K - $80K
|
17.2K
$7.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
204+ 14.68% |
$55.9K - $79.2K
|
1.59K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
201+ 5.32% |
$55.1K - $78K
|
3.98K
$1.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
200+ 23.15% |
$54.8K - $77.6K
|
1.06K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 0.43% |
$54.8K - $77.6K
|
46.2K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
200+ 17.89% |
$54.8K - $77.6K
|
1.32K
$594K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 28.21% |
$54.8K - $77.6K
|
909
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$54.8K - $77.6K
|
200
$90.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
195+ 3.05% |
$53.4K - $75.7K
|
6.6K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
193+ 4.89% |
$52.9K - $74.9K
|
4.14K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
192+ 8.73% |
$52.6K - $74.5K
|
2.39K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
192+ 23.53% |
$52.6K - $74.5K
|
1.01K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
191+ 16.75% |
$52.3K - $74.1K
|
1.33K
$600K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
190+ 5.6% |
$52K - $73.8K
|
3.58K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
190+ 6.16% |
$52K - $73.8K
|
3.27K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
189+ 1.29% |
$51.8K - $73.4K
|
14.9K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 8.49% |
$51.8K - $73.4K
|
2.42K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
188+ 7.23% |
$51.5K - $73K
|
2.79K
$1.26M
|