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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$40.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 41.84% |
$32.7K - $40.8K
|
339
$136K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 1.83% |
$32K - $39.9K
|
5.46K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 7.41% |
$31.7K - $39.5K
|
1.41K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
96+ 3.28% |
$31.4K - $39.1K
|
3.02K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
96+ 5.49% |
$31.4K - $39.1K
|
1.85K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
96+ 48.98% |
$31.4K - $39.1K
|
292
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
95+ 15.94% |
$31K - $38.7K
|
691
$278K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
94+ 3.66% |
$30.7K - $38.3K
|
2.66K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
93+ 0.58% |
$30.4K - $37.9K
|
16.1K
$6.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
93+ 1.0% |
$30.4K - $37.9K
|
9.41K
$3.78M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
92+ 4.88% |
$30.1K - $37.5K
|
1.98K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
92+ 4.56% |
$30.1K - $37.5K
|
2.11K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
92+ 1.52% |
$30.1K - $37.5K
|
6.16K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
91+ 15.48% |
$29.7K - $37.1K
|
679
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
90+ 5.82% |
$29.4K - $36.7K
|
1.64K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 0.85% |
$29.4K - $36.7K
|
10.7K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
89+ 8.79% |
$29.1K - $36.3K
|
1.1K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$29.1K - $36.3K
|
38K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 10.97% |
$28.4K - $35.5K
|
880
$354K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
86+ 1.15% |
$28.1K - $35.1K
|
7.54K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
86+ 2.37% |
$28.1K - $35.1K
|
3.71K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86+ 2.58% |
$28.1K - $35.1K
|
3.41K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
86+ 7.14% |
$28.1K - $35.1K
|
1.29K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
86+ 2.84% |
$28.1K - $35.1K
|
3.11K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
85+ 3.76% |
$27.8K - $34.6K
|
2.35K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
85+ 4.76% |
$27.8K - $34.6K
|
1.87K
$753K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
85+ 3.89% |
$27.8K - $34.6K
|
2.27K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.82% |
$27.8K - $34.6K
|
4.75K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 3.86% |
$27.8K - $34.6K
|
2.29K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
84+ 8.65% |
$27.4K - $34.2K
|
1.06K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 12.32% |
$27.4K - $34.2K
|
766
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 5.87% |
$27.4K - $34.2K
|
1.52K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
83+ 5.87% |
$27.1K - $33.8K
|
1.5K
$602K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
82+ 2.15% |
$26.8K - $33.4K
|
3.9K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
82+ 8.71% |
$26.8K - $33.4K
|
1.02K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 35.19% |
$26.8K - $33.4K
|
315
$127K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
82+ 6.25% |
$26.8K - $33.4K
|
1.39K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
81+ 2.17% |
$26.5K - $33K
|
3.81K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
81+ 3.47% |
$26.5K - $33K
|
2.42K
$972K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 3.31% |
$26.5K - $33K
|
2.53K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
81+ 5.87% |
$26.5K - $33K
|
1.46K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
80+ 9.52% |
$26.1K - $32.6K
|
920
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
80+ 3.03% |
$26.1K - $32.6K
|
2.72K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 7.7% |
$25.8K - $32.2K
|
1.11K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
79+ 9.6% |
$25.8K - $32.2K
|
902
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
78+ 2.06% |
$25.5K - $31.8K
|
3.87K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
77+ 3.12% |
$25.2K - $31.4K
|
2.55K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
76+ 5.16% |
$24.8K - $31K
|
1.55K
$623K
|