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 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
187+ 4.68% |
$51.2K - $72.6K
|
4.18K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
186+ 18.43% |
$51K - $72.2K
|
1.2K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
185+ 1.66% |
$50.7K - $71.8K
|
11.4K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
184+ 2.21% |
$50.4K - $71.4K
|
8.53K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
183+ 4.32% |
$50.1K - $71K
|
4.42K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
183+ 55.62% |
$50.1K - $71K
|
512
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
183+ 8.91% |
$50.1K - $71K
|
2.24K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
183+ 10.18% |
$50.1K - $71K
|
1.98K
$892K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$990K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
181+ 77.02% |
$49.6K - $70.3K
|
416
$187K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
180+ 3.87% |
$49.3K - $69.9K
|
4.83K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
180+ 10.56% |
$49.3K - $69.9K
|
1.89K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
177+ 23.63% |
$48.5K - $68.7K
|
926
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
173+ 1.71% |
$47.4K - $67.2K
|
10.3K
$4.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
171+ 2.92% |
$46.8K - $66.4K
|
6.02K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
171+ 26.47% |
$46.8K - $66.4K
|
817
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
171+ 2.15% |
$46.8K - $66.4K
|
8.13K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
170+ 25.91% |
$46.6K - $66K
|
826
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
167+ 3.82% |
$45.7K - $64.8K
|
4.54K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
165+ 2.74% |
$45.2K - $64.1K
|
6.18K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
165+ 4.23% |
$45.2K - $64.1K
|
4.06K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
164+ 1.36% |
$44.9K - $63.7K
|
12.2K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
163+ 8.84% |
$44.7K - $63.3K
|
2.01K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
162+ 19.8% |
$44.4K - $62.9K
|
980
$442K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 15.98% |
$44.4K - $62.9K
|
1.18K
$530K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
160+ 0.29% |
$43.8K - $62.1K
|
55.6K
$25.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
157+ 1.58% |
$43K - $60.9K
|
10.1K
$4.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.41% |
$43K - $60.9K
|
11.3K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
156+ 1.43% |
$42.7K - $60.6K
|
11.1K
$5M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
156+ 3.45% |
$42.7K - $60.6K
|
4.68K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
155+ 2.58% |
$42.5K - $60.2K
|
6.16K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
155+ 5.43% |
$42.5K - $60.2K
|
3.01K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
154+ 155.56% |
$42.2K - $59.8K
|
253
$114K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
153+ 5.85% |
$41.9K - $59.4K
|
2.77K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
152+ 5.03% |
$41.6K - $59K
|
3.17K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
152+ 29.29% |
$41.6K - $59K
|
671
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
151+ 6.46% |
$41.4K - $58.6K
|
2.49K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
150+ 8.74% |
$41.1K - $58.2K
|
1.87K
$841K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
150+ 18.29% |
$41.1K - $58.2K
|
970
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
149+ 23.99% |
$40.8K - $57.8K
|
770
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
148+ 22.77% |
$40.5K - $57.5K
|
798
$360K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
148+ 8.85% |
$40.5K - $57.5K
|
1.82K
$821K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
148+ 12.18% |
$40.5K - $57.5K
|
1.36K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
145+ 2.38% |
$39.7K - $56.3K
|
6.23K
$2.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
145+ 3.93% |
$39.7K - $56.3K
|
3.84K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
145+ 10.38% |
$39.7K - $56.3K
|
1.54K
$695K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 3.51% |
$39.4K - $55.9K
|
4.25K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
143+ 13.16% |
$39.2K - $55.5K
|
1.23K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
142+ 1.69% |
$38.9K - $55.1K
|
8.54K
$3.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
141+ 4.83% |
$38.6K - $54.7K
|
3.06K
$1.38M
|