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 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
716
$288K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.29% |
$654 - $815
|
685
$275K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$654 - $815
|
1.51K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.65% |
$654 - $815
|
310
$125K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$654 - $815
|
1.59K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$654 - $815
|
1.66K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.18% |
$654 - $815
|
1.09K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.31% |
$654 - $815
|
646
$260K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.78K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.09% |
$654 - $815
|
2.29K
$920K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 5.41% |
$654 - $815
|
39
$15.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2+ 0.04% |
$654 - $815
|
4.46K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.86K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2+ 0.21% |
$654 - $815
|
943
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.24% |
$654 - $815
|
842
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 1.0% |
$654 - $815
|
202
$81.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.06K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.1K
$843K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.25% |
$654 - $815
|
787
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$654 - $815
|
1.16K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 15.38% |
$654 - $815
|
15
$6.03K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.02K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$654 - $815
|
762
$306K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1+ 0.04% |
$327 - $408
|
2.35K
$944K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.18K
$878K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$327 - $408
|
1
$402
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.23K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$327 - $408
|
2.96K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.2K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.16K
$867K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.12K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$327 - $408
|
728
$293K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.16% |
$327 - $408
|
611
$246K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$327 - $408
|
3.3K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.04% |
$327 - $408
|
2.77K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.66K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.14% |
$327 - $408
|
706
$284K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.64K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$327 - $408
|
214
$86.1K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.39K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1+ 0.0% |
$327 - $408
|
20.9K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.25K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.39% |
$327 - $408
|
257
$103K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.53K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.13% |
$327 - $408
|
772
$310K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.96K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.04% |
$327 - $408
|
2.31K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$327 - $408
|
1.06K
$428K
|