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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.39% |
$2.29K - $2.85K
|
1.8K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7+ 0.76% |
$2.29K - $2.85K
|
932
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.52% |
$2.29K - $2.85K
|
1.35K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6+ 0.27% |
$1.96K - $2.45K
|
2.26K
$907K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.25% |
$1.96K - $2.45K
|
2.42K
$974K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.35% |
$1.96K - $2.45K
|
1.7K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6+ 1.59% |
$1.96K - $2.45K
|
384
$154K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
6+ 0.37% |
$1.96K - $2.45K
|
1.62K
$652K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.19% |
$1.96K - $2.45K
|
3.16K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6+ 0.27% |
$1.96K - $2.45K
|
2.22K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 100.0% |
$1.96K - $2.45K
|
12
$4.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.96K - $2.45K
|
4.36K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.4% |
$1.96K - $2.45K
|
1.52K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6+ 0.39% |
$1.96K - $2.45K
|
1.53K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.28% |
$1.63K - $2.04K
|
1.79K
$718K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.63K - $2.04K
|
849
$341K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.38% |
$1.63K - $2.04K
|
1.32K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.31% |
$1.63K - $2.04K
|
1.61K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.48% |
$1.63K - $2.04K
|
1.04K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.4% |
$1.63K - $2.04K
|
1.26K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$2.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.63K - $2.04K
|
2.17K
$872K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.63K - $2.04K
|
6.12K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4+ 0.05% |
$1.31K - $1.63K
|
7.81K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$1.31K - $1.63K
|
1.04K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.61% |
$1.31K - $1.63K
|
655
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.6% |
$1.31K - $1.63K
|
667
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4+ 0.54% |
$1.31K - $1.63K
|
739
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.31K - $1.63K
|
16.7K
$6.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.31K - $1.63K
|
1.05K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4+ 0.3% |
$1.31K - $1.63K
|
1.32K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.01% |
$1.31K - $1.63K
|
73.8K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4+ 0.04% |
$1.31K - $1.63K
|
9.59K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.31K - $1.63K
|
3.25K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 18.18% |
$1.31K - $1.63K
|
26
$10.5K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$980 - $1.22K
|
1.33K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.46% |
$980 - $1.22K
|
662
$266K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 23.08% |
$980 - $1.22K
|
16
$6.43K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
717
$288K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$980 - $1.22K
|
2.55K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3+ 0.93% |
$980 - $1.22K
|
326
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$980 - $1.22K
|
766
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$980 - $1.22K
|
2.62K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.22K
$891K
|