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 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
74+ 10.34% |
$24.2K - $30.2K
|
790
$318K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
74+ 1.54% |
$24.2K - $30.2K
|
4.89K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
74+ 1.72% |
$24.2K - $30.2K
|
4.38K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73+ 0.14% |
$23.9K - $29.8K
|
51.8K
$20.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
73+ 4.41% |
$23.9K - $29.8K
|
1.73K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 6.25% |
$23.5K - $29.3K
|
1.22K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.42% |
$23.5K - $29.3K
|
2.18K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
72+ 12.54% |
$23.5K - $29.3K
|
646
$260K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71+ 0.42% |
$23.2K - $28.9K
|
17.1K
$6.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
71+ 4.09% |
$23.2K - $28.9K
|
1.81K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
71+ 9.9% |
$23.2K - $28.9K
|
788
$317K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69+ 7.44% |
$22.5K - $28.1K
|
996
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
69+ 2.34% |
$22.5K - $28.1K
|
3.02K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
68+ 0.86% |
$22.2K - $27.7K
|
7.99K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
68+ 4.3% |
$22.2K - $27.7K
|
1.65K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68+ 0.35% |
$22.2K - $27.7K
|
19.3K
$7.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
68+ 2.2% |
$22.2K - $27.7K
|
3.17K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
67+ 0.68% |
$21.9K - $27.3K
|
9.96K
$4.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
67+ 2.88% |
$21.9K - $27.3K
|
2.4K
$964K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
66+ 6.2% |
$21.6K - $26.9K
|
1.13K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
66+ 1.19% |
$21.6K - $26.9K
|
5.6K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
66+ 1.48% |
$21.6K - $26.9K
|
4.51K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65+ 3.43% |
$21.2K - $26.5K
|
1.96K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 1.88% |
$21.2K - $26.5K
|
3.53K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
65+ 1.12% |
$21.2K - $26.5K
|
5.86K
$2.36M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
63+ 3.4% |
$20.6K - $25.7K
|
1.92K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
63+ 2.98% |
$20.6K - $25.7K
|
2.18K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 620.0% |
$20.3K - $25.3K
|
72
$29K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61+ 2.39% |
$19.9K - $24.9K
|
2.62K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
60+ 4.74% |
$19.6K - $24.5K
|
1.33K
$534K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
60+ 2.98% |
$19.6K - $24.5K
|
2.07K
$834K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
59+ 1.2% |
$19.3K - $24.1K
|
4.97K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
59+ 5.47% |
$19.3K - $24.1K
|
1.14K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
59+ 10.37% |
$19.3K - $24.1K
|
628
$253K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 40.69% |
$19.3K - $24.1K
|
204
$82K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
58+ 6.06% |
$19K - $23.6K
|
1.02K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
58+ 1.57% |
$19K - $23.6K
|
3.74K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
58+ 1.42% |
$19K - $23.6K
|
4.15K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58New |
$19K - $23.6K
|
58
$23.3K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$305K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
56+ 1.98% |
$18.3K - $22.8K
|
2.88K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.6% |
$18.3K - $22.8K
|
1.06K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 8.05% |
$18K - $22.4K
|
738
$297K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
54+ 28.27% |
$17.6K - $22K
|
245
$98.5K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
54+ 11.56% |
$17.6K - $22K
|
521
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 3.98% |
$17.6K - $22K
|
1.41K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54+ 0.65% |
$17.6K - $22K
|
8.39K
$3.37M
|