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 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 15.24% |
$8.17K - $10.2K
|
189
$76K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
25+ 2.72% |
$8.17K - $10.2K
|
944
$380K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
25+ 0.86% |
$8.17K - $10.2K
|
2.92K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
25New |
$8.17K - $10.2K
|
25
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 10.92% |
$8.17K - $10.2K
|
254
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.63% |
$8.17K - $10.2K
|
977
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 1.14% |
$8.17K - $10.2K
|
2.22K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
24+ 1.27% |
$7.84K - $9.78K
|
1.92K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
23+ 2.61% |
$7.52K - $9.38K
|
903
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23+ 0.88% |
$7.52K - $9.38K
|
2.64K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
22+ 1.62% |
$7.19K - $8.97K
|
1.38K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
22+ 0.16% |
$7.19K - $8.97K
|
13.5K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
22+ 1.63% |
$7.19K - $8.97K
|
1.37K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 1.12% |
$7.19K - $8.97K
|
1.98K
$796K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.3% |
$7.19K - $8.97K
|
7.43K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
21+ 3.31% |
$6.86K - $8.56K
|
656
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 7.24% |
$6.86K - $8.56K
|
311
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 2.77% |
$6.86K - $8.56K
|
778
$313K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
20+ 20.62% |
$6.54K - $8.15K
|
117
$47.1K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$8.04K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$8.04K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20+ 0.52% |
$6.54K - $8.15K
|
3.86K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
20+ 0.38% |
$6.54K - $8.15K
|
5.22K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.96% |
$6.54K - $8.15K
|
2.11K
$849K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$6.54K - $8.15K
|
4.93K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19+ 0.49% |
$6.21K - $7.74K
|
3.89K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 1.66% |
$6.21K - $7.74K
|
1.16K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 1.5% |
$6.21K - $7.74K
|
1.29K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 1.91% |
$6.21K - $7.74K
|
1.01K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.76% |
$6.21K - $7.74K
|
1.1K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19+ 2.86% |
$6.21K - $7.74K
|
684
$275K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$5.88K - $7.34K
|
20
$8.04K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18+ 2.86% |
$5.88K - $7.34K
|
647
$260K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
18+ 2.82% |
$5.88K - $7.34K
|
656
$264K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18+ 1.37% |
$5.88K - $7.34K
|
1.33K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.94% |
$5.88K - $7.34K
|
1.94K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.08% |
$5.88K - $7.34K
|
21.2K
$8.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.67% |
$5.88K - $7.34K
|
2.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 2.56% |
$5.55K - $6.93K
|
681
$274K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16+ 0.93% |
$5.23K - $6.52K
|
1.74K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 2.0% |
$5.23K - $6.52K
|
816
$328K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16+ 1.37% |
$5.23K - $6.52K
|
1.19K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 0.73% |
$5.23K - $6.52K
|
2.2K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16+ 1.38% |
$5.23K - $6.52K
|
1.18K
$473K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
16+ 0.82% |
$5.23K - $6.52K
|
1.96K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16+ 0.19% |
$5.23K - $6.52K
|
8.25K
$3.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 1.81% |
$5.23K - $6.52K
|
899
$362K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15+ 0.73% |
$4.9K - $6.11K
|
2.07K
$832K
|