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 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53+ 5.63% |
$17.3K - $21.6K
|
994
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
53+ 0.88% |
$17.3K - $21.6K
|
6.09K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 4.13% |
$17.3K - $21.6K
|
1.34K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
52+ 2.72% |
$17K - $21.2K
|
1.97K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
52+ 3.39% |
$17K - $21.2K
|
1.59K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
51+ 4.03% |
$16.7K - $20.8K
|
1.32K
$530K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 2.47% |
$16.7K - $20.8K
|
2.12K
$851K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 5.72% |
$16.7K - $20.8K
|
943
$379K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$16.3K - $20.4K
|
50
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
50+ 3.09% |
$16.3K - $20.4K
|
1.67K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
50+ 2.61% |
$16.3K - $20.4K
|
1.97K
$792K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$531K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 3.11% |
$16K - $20K
|
1.63K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
49+ 1.34% |
$16K - $20K
|
3.72K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 2.53% |
$15.7K - $19.6K
|
1.95K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
47+ 5.02% |
$15.4K - $19.2K
|
984
$396K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47+ 7.73% |
$15.4K - $19.2K
|
655
$263K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
46+ 8.61% |
$15K - $18.8K
|
580
$233K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46+ 0.9% |
$15K - $18.8K
|
5.17K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
45+ 0.59% |
$14.7K - $18.3K
|
7.66K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 4.83% |
$14.7K - $18.3K
|
977
$393K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 1.03% |
$14.7K - $18.3K
|
4.43K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 1.24% |
$14.7K - $18.3K
|
3.69K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
45+ 7.69% |
$14.7K - $18.3K
|
630
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
45+ 1.69% |
$14.7K - $18.3K
|
2.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44+ 2.69% |
$14.4K - $17.9K
|
1.68K
$676K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
44+ 0.48% |
$14.4K - $17.9K
|
9.3K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 2.55% |
$14.4K - $17.9K
|
1.77K
$712K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43+ 2.13% |
$14.1K - $17.5K
|
2.06K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 1.59% |
$14.1K - $17.5K
|
2.74K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43New |
$14.1K - $17.5K
|
43
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43+ 22.51% |
$14.1K - $17.5K
|
234
$94.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43+ 1.43% |
$14.1K - $17.5K
|
3.05K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.3% |
$13.7K - $17.1K
|
13.9K
$5.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 1.97% |
$13.7K - $17.1K
|
2.17K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
41+ 7.02% |
$13.4K - $16.7K
|
625
$251K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
41+ 1.27% |
$13.4K - $16.7K
|
3.26K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
41+ 1.41% |
$13.4K - $16.7K
|
2.96K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.49% |
$13.4K - $16.7K
|
8.46K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
40+ 3.81% |
$13.1K - $16.3K
|
1.09K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
40+ 7.81% |
$13.1K - $16.3K
|
552
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
40+ 1.26% |
$13.1K - $16.3K
|
3.21K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
40+ 0.47% |
$13.1K - $16.3K
|
8.58K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
39+ 3.7% |
$12.7K - $15.9K
|
1.09K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
39+ 0.35% |
$12.7K - $15.9K
|
11.2K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 16.53% |
$12.7K - $15.9K
|
275
$111K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.75% |
$12.4K - $15.5K
|
5.08K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 10.33% |
$12.4K - $15.5K
|
406
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 2.09% |
$12.4K - $15.5K
|
1.86K
$748K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$15.3K
|