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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
209+ 32.2% |
$57.3K - $81.1K
|
858
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
204+ 14.68% |
$55.9K - $79.2K
|
1.59K
$641K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$883K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
164+ 1.36% |
$44.9K - $63.7K
|
12.2K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
156+ 3.45% |
$42.7K - $60.6K
|
4.68K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
152+ 29.29% |
$41.6K - $59K
|
671
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
140+ 19.0% |
$38.4K - $54.3K
|
877
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
138+ 11.08% |
$37.8K - $53.6K
|
1.38K
$556K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
128+ 2.88% |
$35.1K - $49.7K
|
4.57K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
110+ 3.48% |
$30.1K - $42.7K
|
3.27K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
109+ 0.54% |
$29.9K - $42.3K
|
20.1K
$8.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
93+ 1.44% |
$25.5K - $36.1K
|
6.53K
$2.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
89+ 11.71% |
$24.4K - $34.6K
|
849
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
88+ 1.12% |
$24.1K - $34.2K
|
7.96K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 0.86% |
$24.1K - $34.2K
|
10.3K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
87+ 2.26% |
$23.8K - $33.8K
|
3.94K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.33% |
$23.6K - $33.4K
|
2.67K
$1.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
86+ 10.74% |
$23.6K - $33.4K
|
887
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 9.28% |
$23K - $32.6K
|
989
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
81New |
$22.2K - $31.4K
|
81
$32.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 3.97% |
$20K - $28.3K
|
1.91K
$769K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$757K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
71+ 1.07% |
$19.4K - $27.6K
|
6.72K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
69+ 7.32% |
$18.9K - $26.8K
|
1.01K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
62+ 4.91% |
$17K - $24.1K
|
1.33K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 4.08% |
$15.1K - $21.4K
|
1.4K
$564K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
53+ 3.29% |
$14.5K - $20.6K
|
1.66K
$669K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
47+ 2.9% |
$12.9K - $18.2K
|
1.67K
$671K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
39+ 0.77% |
$10.7K - $15.1K
|
5.12K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
39+ 0.2% |
$10.7K - $15.1K
|
19.3K
$7.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 2.81% |
$9.59K - $13.6K
|
1.28K
$516K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 4.38% |
$9.04K - $12.8K
|
787
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$489K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.76% |
$7.4K - $10.5K
|
3.58K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
26+ 0.11% |
$7.12K - $10.1K
|
24.5K
$9.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 1.8% |
$6.85K - $9.71K
|
1.41K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 2.19% |
$6.03K - $8.54K
|
1.03K
$413K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20+ 0.23% |
$5.48K - $7.76K
|
8.71K
$3.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
17+ 0.04% |
$4.66K - $6.6K
|
38.9K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
16+ 0.2% |
$4.38K - $6.21K
|
8.21K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.79% |
$4.11K - $5.82K
|
1.9K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$3.56K - $5.05K
|
2.87K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.76% |
$3.56K - $5.05K
|
753
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
6+ 0.3% |
$1.64K - $2.33K
|
2.03K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.6K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.58K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 500.0% |
$1.37K - $1.94K
|
6
$2.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
5+ 0.5% |
$1.37K - $1.94K
|
1.01K
$407K
|