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 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
41+ 2.65% |
$11.2K - $15.9K
|
1.59K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
41+ 3.13% |
$11.2K - $15.9K
|
1.35K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41+ 7.18% |
$11.2K - $15.9K
|
612
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41+ 5.92% |
$11.2K - $15.9K
|
733
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 5.55% |
$11K - $15.5K
|
761
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 31.75% |
$11K - $15.5K
|
166
$74.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40+ 0.31% |
$11K - $15.5K
|
12.8K
$5.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
40+ 1.4% |
$11K - $15.5K
|
2.9K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 0.33% |
$11K - $15.5K
|
12K
$5.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
40+ 47.62% |
$11K - $15.5K
|
124
$55.9K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.81% |
$11K - $15.5K
|
4.97K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 4.02% |
$10.7K - $15.1K
|
1.01K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
39+ 2.3% |
$10.7K - $15.1K
|
1.74K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39+ 2.41% |
$10.7K - $15.1K
|
1.66K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
39+ 0.77% |
$10.7K - $15.1K
|
5.12K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
39+ 0.2% |
$10.7K - $15.1K
|
19.3K
$8.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
38+ 2.51% |
$10.4K - $14.8K
|
1.55K
$699K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
37+ 2.49% |
$10.1K - $14.4K
|
1.52K
$686K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
37New |
$10.1K - $14.4K
|
37
$16.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
36+ 0.8% |
$9.86K - $14K
|
4.55K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 8.87% |
$9.86K - $14K
|
442
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
36+ 3.68% |
$9.86K - $14K
|
1.01K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 1.71% |
$9.86K - $14K
|
2.14K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
35+ 3.8% |
$9.59K - $13.6K
|
957
$431K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
35+ 2.12% |
$9.59K - $13.6K
|
1.69K
$760K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 2.81% |
$9.59K - $13.6K
|
1.28K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34+ 1.36% |
$9.31K - $13.2K
|
2.53K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 1.35% |
$9.31K - $13.2K
|
2.56K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
34+ 0.25% |
$9.31K - $13.2K
|
13.7K
$6.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.22% |
$9.04K - $12.8K
|
15.2K
$6.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.31% |
$9.04K - $12.8K
|
10.8K
$4.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 3.45% |
$9.04K - $12.8K
|
990
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
33+ 0.32% |
$9.04K - $12.8K
|
10.3K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 2.9% |
$9.04K - $12.8K
|
1.17K
$527K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 4.38% |
$9.04K - $12.8K
|
787
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
32New |
$8.77K - $12.4K
|
32
$14.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
31+ 1.24% |
$8.49K - $12K
|
2.54K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31+ 0.33% |
$8.49K - $12K
|
9.44K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
31+ 1.98% |
$8.49K - $12K
|
1.59K
$718K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 0.42% |
$8.49K - $12K
|
7.44K
$3.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
31+ 3.79% |
$8.49K - $12K
|
849
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
31+ 3.18% |
$8.49K - $12K
|
1.01K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.24% |
$8.22K - $11.6K
|
2.45K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.1% |
$8.22K - $11.6K
|
2.77K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30+ 1.49% |
$8.22K - $11.6K
|
2.05K
$922K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.88% |
$8.22K - $11.6K
|
3.44K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 3.34% |
$8.22K - $11.6K
|
929
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.64% |
$8.22K - $11.6K
|
676
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 1.15% |
$7.94K - $11.3K
|
2.55K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
29+ 1.57% |
$7.94K - $11.3K
|
1.87K
$844K
|