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 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 37.5% |
$4.9K - $6.11K
|
55
$22.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$4.9K - $6.11K
|
10.5K
$4.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.64% |
$4.9K - $6.11K
|
928
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.43% |
$4.9K - $6.11K
|
3.53K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15+ 0.81% |
$4.9K - $6.11K
|
1.87K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14+ 0.88% |
$4.57K - $5.71K
|
1.61K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 14.0% |
$4.57K - $5.71K
|
114
$45.8K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.28% |
$4.57K - $5.71K
|
5.06K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13+ 0.24% |
$4.25K - $5.3K
|
5.35K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
13+ 1.52% |
$4.25K - $5.3K
|
867
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.62% |
$4.25K - $5.3K
|
815
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13+ 2.02% |
$4.25K - $5.3K
|
657
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
13+ 0.45% |
$4.25K - $5.3K
|
2.93K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
12+ 1.13% |
$3.92K - $4.89K
|
1.07K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 1.23% |
$3.92K - $4.89K
|
989
$398K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12+ 2.0% |
$3.92K - $4.89K
|
612
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12+ 16.22% |
$3.92K - $4.89K
|
86
$34.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.42% |
$3.92K - $4.89K
|
858
$345K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
11+ 1.71% |
$3.59K - $4.48K
|
656
$264K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
10+ 0.04% |
$3.27K - $4.08K
|
23.3K
$9.38M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.96% |
$3.27K - $4.08K
|
1.06K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
10+ 0.25% |
$3.27K - $4.08K
|
4.01K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 7.04% |
$3.27K - $4.08K
|
152
$61.1K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10+ 1.29% |
$3.27K - $4.08K
|
783
$315K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.13% |
$3.27K - $4.08K
|
7.72K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.27K - $4.08K
|
5.93K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.36% |
$3.27K - $4.08K
|
2.8K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
9+ 0.82% |
$2.94K - $3.67K
|
1.1K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.36% |
$2.94K - $3.67K
|
2.52K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
9+ 0.39% |
$2.94K - $3.67K
|
2.3K
$925K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 1.32% |
$2.94K - $3.67K
|
692
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$2.94K - $3.67K
|
8.51K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9+ 0.28% |
$2.94K - $3.67K
|
3.24K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8+ 3.72% |
$2.61K - $3.26K
|
223
$89.7K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$2.61K - $3.26K
|
8
$3.22K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.67% |
$2.61K - $3.26K
|
1.21K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8+ 0.27% |
$2.61K - $3.26K
|
3.02K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
8+ 1.26% |
$2.61K - $3.26K
|
644
$259K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.69% |
$2.29K - $2.85K
|
1.03K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7+ 0.79% |
$2.29K - $2.85K
|
895
$360K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.88% |
$2.29K - $2.85K
|
379
$152K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.35% |
$2.29K - $2.85K
|
2K
$803K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.15% |
$2.29K - $2.85K
|
4.59K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.21% |
$2.29K - $2.85K
|
3.34K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7+ 0.46% |
$2.29K - $2.85K
|
1.53K
$615K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 2.03% |
$2.29K - $2.85K
|
352
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.29K - $2.85K
|
637
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.1% |
$2.29K - $2.85K
|
646
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7+ 1.0% |
$2.29K - $2.85K
|
709
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
7+ 0.57% |
$2.29K - $2.85K
|
1.24K
$498K
|