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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18+ 1.5% |
$4.93K - $6.99K
|
1.22K
$548K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
17New |
$4.66K - $6.6K
|
17
$7.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 6.2% |
$4.66K - $6.6K
|
291
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
17+ 0.64% |
$4.66K - $6.6K
|
2.68K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17+ 121.43% |
$4.66K - $6.6K
|
31
$14K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17+ 2.59% |
$4.66K - $6.6K
|
674
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 0.47% |
$4.66K - $6.6K
|
3.62K
$1.63M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
17+ 0.04% |
$4.66K - $6.6K
|
38.9K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
16+ 1.27% |
$4.38K - $6.21K
|
1.27K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16+ 0.25% |
$4.38K - $6.21K
|
6.42K
$2.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.55% |
$4.38K - $6.21K
|
2.92K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
16+ 0.49% |
$4.38K - $6.21K
|
3.26K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.29% |
$4.38K - $6.21K
|
5.5K
$2.48M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
16+ 3.95% |
$4.38K - $6.21K
|
421
$190K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
16+ 0.2% |
$4.38K - $6.21K
|
8.21K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15+ 20.55% |
$4.11K - $5.82K
|
88
$39.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
15+ 0.2% |
$4.11K - $5.82K
|
7.68K
$3.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15+ 1.78% |
$4.11K - $5.82K
|
856
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
15+ 1.08% |
$4.11K - $5.82K
|
1.41K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.76% |
$4.11K - $5.82K
|
1.98K
$893K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.47% |
$4.11K - $5.82K
|
3.19K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
15+ 1.07% |
$4.11K - $5.82K
|
1.42K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 93.75% |
$4.11K - $5.82K
|
31
$14K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15+ 1.55% |
$4.11K - $5.82K
|
984
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 0.22% |
$4.11K - $5.82K
|
6.94K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.79% |
$4.11K - $5.82K
|
1.9K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14+ 11.67% |
$3.84K - $5.43K
|
134
$60.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 70.0% |
$3.84K - $5.43K
|
34
$15.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.7% |
$3.84K - $5.43K
|
2K
$902K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 17.5% |
$3.84K - $5.43K
|
94
$42.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 10.48% |
$3.56K - $5.05K
|
137
$61.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 38.24% |
$3.56K - $5.05K
|
47
$21.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 1.31% |
$3.56K - $5.05K
|
1.01K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.34% |
$3.56K - $5.05K
|
3.86K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
13+ 0.88% |
$3.56K - $5.05K
|
1.5K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13+ 18.06% |
$3.56K - $5.05K
|
85
$38.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$3.56K - $5.05K
|
2.87K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.76% |
$3.56K - $5.05K
|
753
$339K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.04% |
$3.29K - $4.66K
|
30.4K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
12+ 0.87% |
$3.29K - $4.66K
|
1.39K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12+ 0.24% |
$3.29K - $4.66K
|
4.99K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 1.45% |
$3.29K - $4.66K
|
839
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12+ 0.14% |
$3.29K - $4.66K
|
8.76K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.4% |
$3.29K - $4.66K
|
870
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
12+ 1.88% |
$3.29K - $4.66K
|
651
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.22% |
$3.01K - $4.27K
|
5.09K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.74% |
$3.01K - $4.27K
|
642
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11+ 0.83% |
$3.01K - $4.27K
|
1.34K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.71% |
$3.01K - $4.27K
|
1.56K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.26% |
$3.01K - $4.27K
|
4.18K
$1.88M
|