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 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
140+ 11.79% |
$38.4K - $54.3K
|
1.33K
$598K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
140+ 5.6% |
$38.4K - $54.3K
|
2.64K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
140+ 19.0% |
$38.4K - $54.3K
|
877
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 17.44% |
$38.1K - $54K
|
936
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
139+ 33.1% |
$38.1K - $54K
|
559
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
139+ 9.84% |
$38.1K - $54K
|
1.55K
$699K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
138+ 1.11% |
$37.8K - $53.6K
|
12.6K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
138+ 2.71% |
$37.8K - $53.6K
|
5.23K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
138+ 11.08% |
$37.8K - $53.6K
|
1.38K
$623K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
137+ 6.3% |
$37.5K - $53.2K
|
2.31K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
136New |
$37.3K - $52.8K
|
136
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
135+ 6.9% |
$37K - $52.4K
|
2.09K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
135+ 2.39% |
$37K - $52.4K
|
5.77K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
133+ 0.44% |
$36.4K - $51.6K
|
30.5K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
133+ 0.95% |
$36.4K - $51.6K
|
14.2K
$6.38M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
131+ 1.41% |
$35.9K - $50.9K
|
9.43K
$4.25M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
131+ 19.32% |
$35.9K - $50.9K
|
809
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
130+ 1.26% |
$35.6K - $50.5K
|
10.5K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 2.04% |
$35.6K - $50.5K
|
6.52K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
129+ 3.03% |
$35.3K - $50.1K
|
4.39K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
128+ 20.92% |
$35.1K - $49.7K
|
740
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
128+ 1.82% |
$35.1K - $49.7K
|
7.16K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
128+ 0.85% |
$35.1K - $49.7K
|
15.2K
$6.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
128+ 2.88% |
$35.1K - $49.7K
|
4.57K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.16% |
$34.5K - $48.9K
|
5.96K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
125+ 3.21% |
$34.2K - $48.5K
|
4.02K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
125+ 2.79% |
$34.2K - $48.5K
|
4.6K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
124+ 21.27% |
$34K - $48.1K
|
707
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
124+ 13.36% |
$34K - $48.1K
|
1.05K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
124+ 0.47% |
$34K - $48.1K
|
26.6K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
121+ 2.06% |
$33.1K - $47K
|
6.01K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
121+ 3.91% |
$33.1K - $47K
|
3.22K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
120+ 1.2% |
$32.9K - $46.6K
|
10.1K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
120+ 7.08% |
$32.9K - $46.6K
|
1.82K
$818K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
120+ 3.87% |
$32.9K - $46.6K
|
3.22K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.35% |
$32.6K - $46.2K
|
5.19K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
117+ 41.34% |
$32.1K - $45.4K
|
400
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
115+ 6.28% |
$31.5K - $44.6K
|
1.95K
$877K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
115+ 1.87% |
$31.5K - $44.6K
|
6.26K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
115New |
$31.5K - $44.6K
|
115
$51.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
112+ 6.94% |
$30.7K - $43.5K
|
1.73K
$778K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 9.2% |
$30.4K - $43.1K
|
1.32K
$594K
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
111+ 0.17% |
$30.4K - $43.1K
|
63.5K
$28.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
111+ 1.67% |
$30.4K - $43.1K
|
6.77K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
110+ 15.05% |
$30.1K - $42.7K
|
841
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
110+ 2.61% |
$30.1K - $42.7K
|
4.32K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
110+ 3.48% |
$30.1K - $42.7K
|
3.27K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
109+ 0.96% |
$29.9K - $42.3K
|
11.4K
$5.16M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
109+ 0.54% |
$29.9K - $42.3K
|
20.1K
$9.07M
|