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 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$548K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.37% |
$7.67K - $10.9K
|
7.61K
$3.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
28+ 5.86% |
$7.67K - $10.9K
|
506
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
28+ 3.45% |
$7.67K - $10.9K
|
839
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 2.74% |
$7.4K - $10.5K
|
1.01K
$456K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
27+ 0.58% |
$7.4K - $10.5K
|
4.68K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.76% |
$7.4K - $10.5K
|
3.58K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 1.17% |
$7.12K - $10.1K
|
2.25K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 0.61% |
$7.12K - $10.1K
|
4.28K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26+ 2.52% |
$7.12K - $10.1K
|
1.06K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26+ 1.23% |
$7.12K - $10.1K
|
2.14K
$966K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
26+ 0.11% |
$7.12K - $10.1K
|
24.5K
$11M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25+ 2.14% |
$6.85K - $9.71K
|
1.19K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$6.85K - $9.71K
|
25
$11.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
25+ 0.18% |
$6.85K - $9.71K
|
13.8K
$6.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25+ 0.95% |
$6.85K - $9.71K
|
2.67K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 9.84% |
$6.85K - $9.71K
|
279
$126K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.51% |
$6.85K - $9.71K
|
4.95K
$2.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.28% |
$6.85K - $9.71K
|
9.04K
$4.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 1.8% |
$6.85K - $9.71K
|
1.41K
$636K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
24+ 0.51% |
$6.57K - $9.32K
|
4.74K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
24+ 2.63% |
$6.57K - $9.32K
|
935
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 0.18% |
$6.3K - $8.93K
|
12.8K
$5.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.21% |
$6.3K - $8.93K
|
10.9K
$4.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
23+ 3.7% |
$6.3K - $8.93K
|
644
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 1.18% |
$6.3K - $8.93K
|
1.98K
$890K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.64% |
$6.3K - $8.93K
|
3.63K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 733.33% |
$6.03K - $8.54K
|
25
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22+ 8.43% |
$6.03K - $8.54K
|
283
$128K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
22+ 2.33% |
$6.03K - $8.54K
|
967
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 2.19% |
$6.03K - $8.54K
|
1.03K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 6.44% |
$5.75K - $8.15K
|
347
$156K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
21+ 0.76% |
$5.75K - $8.15K
|
2.8K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
21+ 3.44% |
$5.75K - $8.15K
|
631
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
21+ 1.0% |
$5.75K - $8.15K
|
2.12K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
20+ 3.03% |
$5.48K - $7.76K
|
681
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
20+ 0.37% |
$5.48K - $7.76K
|
5.47K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 1.21% |
$5.48K - $7.76K
|
1.67K
$753K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20+ 0.55% |
$5.48K - $7.76K
|
3.65K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
20+ 1.2% |
$5.48K - $7.76K
|
1.68K
$758K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20+ 0.23% |
$5.48K - $7.76K
|
8.71K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 0.42% |
$5.2K - $7.38K
|
4.54K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
19+ 0.86% |
$5.2K - $7.38K
|
2.23K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
19+ 2.04% |
$5.2K - $7.38K
|
951
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19+ 2.58% |
$5.2K - $7.38K
|
755
$340K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
19+ 0.43% |
$5.2K - $7.38K
|
4.48K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
19+ 0.27% |
$5.2K - $7.38K
|
7.03K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19+ 1.38% |
$5.2K - $7.38K
|
1.39K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
18+ 0.4% |
$4.93K - $6.99K
|
4.53K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.93K - $6.99K
|
6.32K
$2.85M
|