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 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
137New |
$44.8K - $55.8K
|
137
$55.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
137+ 9.35% |
$44.8K - $55.8K
|
1.6K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
137+ 0.6% |
$44.8K - $55.8K
|
23.1K
$9.29M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
136+ 2.47% |
$44.4K - $55.4K
|
5.64K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
136+ 21.32% |
$44.4K - $55.4K
|
774
$311K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
135+ 3.24% |
$44.1K - $55K
|
4.3K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
135+ 7.12% |
$44.1K - $55K
|
2.03K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
134+ 11.55% |
$43.8K - $54.6K
|
1.29K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
132+ 14.92% |
$43.1K - $53.8K
|
1.02K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
130+ 11.41% |
$42.5K - $53K
|
1.27K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
129+ 5.58% |
$42.2K - $52.6K
|
2.44K
$981K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
129+ 1.83% |
$42.2K - $52.6K
|
7.18K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
127+ 4.66% |
$41.5K - $51.8K
|
2.85K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
126+ 7.67% |
$41.2K - $51.4K
|
1.77K
$711K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
125+ 2.09% |
$40.8K - $51K
|
6.11K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
125+ 0.34% |
$40.8K - $51K
|
36.6K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
125+ 3.13% |
$40.8K - $51K
|
4.13K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
124+ 17.64% |
$40.5K - $50.5K
|
827
$333K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
124+ 11.88% |
$40.5K - $50.5K
|
1.17K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
124+ 2.83% |
$40.5K - $50.5K
|
4.5K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 0.85% |
$40.5K - $50.5K
|
14.7K
$5.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
124+ 1.84% |
$40.5K - $50.5K
|
6.86K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
123+ 21.35% |
$40.2K - $50.1K
|
699
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
123+ 0.57% |
$40.2K - $50.1K
|
21.7K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
120+ 3.06% |
$39.2K - $48.9K
|
4.04K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
120+ 2.61% |
$39.2K - $48.9K
|
4.72K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
119+ 11.66% |
$38.9K - $48.5K
|
1.14K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.7% |
$38.2K - $47.7K
|
6.98K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
117+ 3.19% |
$38.2K - $47.7K
|
3.78K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
115+ 1.87% |
$37.6K - $46.9K
|
6.28K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
112+ 4.48% |
$36.6K - $45.7K
|
2.61K
$1.05M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
111+ 6.41% |
$36.3K - $45.2K
|
1.84K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
111New |
$36.3K - $45.2K
|
111
$44.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
111+ 0.46% |
$36.3K - $45.2K
|
24.1K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
110+ 16.85% |
$35.9K - $44.8K
|
763
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 5.13% |
$35.6K - $44.4K
|
2.23K
$898K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 4.52% |
$35.3K - $44K
|
2.5K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
108+ 0.42% |
$35.3K - $44K
|
25.6K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
107+ 6.93% |
$35K - $43.6K
|
1.65K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
107New |
$35K - $43.6K
|
107
$43K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
104+ 5.83% |
$34K - $42.4K
|
1.89K
$759K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
103+ 8.07% |
$33.7K - $42K
|
1.38K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 2.31% |
$33.7K - $42K
|
4.57K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
103+ 5.14% |
$33.7K - $42K
|
2.11K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
102+ 0.63% |
$33.3K - $41.6K
|
16.2K
$6.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
102+ 14.29% |
$33.3K - $41.6K
|
816
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
102+ 8.08% |
$33.3K - $41.6K
|
1.36K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
102+ 8.89% |
$33.3K - $41.6K
|
1.25K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
101+ 0.87% |
$33K - $41.2K
|
11.8K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$40.2K
|