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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86+ 0.78% |
$23.6K - $33.4K
|
11.2K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.33% |
$23.6K - $33.4K
|
2.67K
$1.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
86+ 10.74% |
$23.6K - $33.4K
|
887
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
85+ 0.86% |
$23.3K - $33K
|
9.94K
$4.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85+ 2.79% |
$23.3K - $33K
|
3.14K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
85+ 4.3% |
$23.3K - $33K
|
2.06K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
84+ 7.15% |
$23K - $32.6K
|
1.26K
$567K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 10.97% |
$23K - $32.6K
|
850
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
84+ 7.51% |
$23K - $32.6K
|
1.2K
$542K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 9.28% |
$23K - $32.6K
|
989
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 7.78% |
$22.7K - $32.2K
|
1.15K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
83New |
$22.7K - $32.2K
|
83
$37.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
83+ 3.85% |
$22.7K - $32.2K
|
2.24K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
82+ 12.11% |
$22.5K - $31.8K
|
759
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82+ 0.85% |
$22.5K - $31.8K
|
9.69K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
81+ 7.46% |
$22.2K - $31.4K
|
1.17K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
81+ 1.59% |
$22.2K - $31.4K
|
5.17K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
81+ 2.36% |
$22.2K - $31.4K
|
3.52K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
81+ 3.81% |
$22.2K - $31.4K
|
2.21K
$994K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 8.17% |
$22.2K - $31.4K
|
1.07K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81+ 3.24% |
$22.2K - $31.4K
|
2.58K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
81New |
$22.2K - $31.4K
|
81
$36.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
79+ 5.34% |
$21.6K - $30.7K
|
1.56K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
77+ 11.76% |
$21.1K - $29.9K
|
732
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
77+ 1.97% |
$21.1K - $29.9K
|
4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
75+ 7.35% |
$20.5K - $29.1K
|
1.1K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
74+ 0.16% |
$20.3K - $28.7K
|
46.1K
$20.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
74+ 3.39% |
$20.3K - $28.7K
|
2.26K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
73+ 6.11% |
$20K - $28.3K
|
1.27K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
73+ 5.85% |
$20K - $28.3K
|
1.32K
$595K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
73+ 7.78% |
$20K - $28.3K
|
1.01K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 3.97% |
$20K - $28.3K
|
1.91K
$862K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$849K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
72+ 8.15% |
$19.7K - $28K
|
955
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$19.7K - $28K
|
72
$32.4K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 8.48% |
$19.4K - $27.6K
|
908
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
71+ 1.07% |
$19.4K - $27.6K
|
6.72K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
70+ 1.01% |
$19.2K - $27.2K
|
6.98K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
70+ 10.67% |
$19.2K - $27.2K
|
726
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70+ 2.63% |
$19.2K - $27.2K
|
2.73K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$18.9K - $26.8K
|
69
$31.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
69+ 4.24% |
$18.9K - $26.8K
|
1.7K
$765K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
69+ 7.32% |
$18.9K - $26.8K
|
1.01K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
68+ 5.71% |
$18.6K - $26.4K
|
1.26K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
68+ 1.08% |
$18.6K - $26.4K
|
6.34K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 8.77% |
$18.4K - $26K
|
831
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
67+ 2.52% |
$18.4K - $26K
|
2.72K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 3.3% |
$18.1K - $25.6K
|
2.06K
$930K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
66+ 1.03% |
$18.1K - $25.6K
|
6.45K
$2.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
66+ 2.75% |
$18.1K - $25.6K
|
2.46K
$1.11M
|