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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
937+ 4.07% |
$366K - $447K
|
24K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
924+ 12.82% |
$361K - $441K
|
8.13K
$4.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
919+ 4.17% |
$359K - $439K
|
22.9K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
917+ 7.29% |
$358K - $438K
|
13.5K
$7.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
914+ 0.03% |
$357K - $436K
|
3.34M
$1.84B
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
909+ 17.81% |
$355K - $434K
|
6.01K
$3.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
895New |
$350K - $427K
|
895
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
888+ 45.75% |
$347K - $424K
|
2.83K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
885+ 11.72% |
$346K - $422K
|
8.43K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
884+ 51.31% |
$346K - $422K
|
2.61K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
876+ 25.44% |
$342K - $418K
|
4.32K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
874+ 2.15% |
$342K - $417K
|
41.5K
$22.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
864+ 5.28% |
$338K - $412K
|
17.2K
$9.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
862+ 9.99% |
$337K - $411K
|
9.49K
$5.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
847+ 14.57% |
$331K - $404K
|
6.66K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
838+ 276.57% |
$328K - $400K
|
1.14K
$630K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
826+ 13.43% |
$323K - $394K
|
6.98K
$3.85M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
822New |
$321K - $392K
|
822
$454K
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
820New |
$321K - $391K
|
820
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
812New |
$317K - $387K
|
812
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
800New |
$313K - $382K
|
800
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
798+ 5700.0% |
$312K - $381K
|
812
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
796+ 56.02% |
$311K - $380K
|
2.22K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
782+ 6.26% |
$306K - $373K
|
13.3K
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
768+ 87.87% |
$300K - $366K
|
1.64K
$906K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
763+ 1.12% |
$298K - $364K
|
68.9K
$38M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
762+ 29.48% |
$298K - $364K
|
3.35K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
762New |
$298K - $364K
|
762
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
761+ 53.59% |
$297K - $363K
|
2.18K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
761+ 4.8% |
$297K - $363K
|
16.6K
$9.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
756+ 47.07% |
$296K - $361K
|
2.36K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
754New |
$295K - $360K
|
754
$416K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
754New |
$295K - $360K
|
754
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
745+ 21.64% |
$291K - $355K
|
4.19K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
744+ 18.47% |
$291K - $355K
|
4.77K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
736+ 6.63% |
$288K - $351K
|
11.8K
$6.53M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
716New |
$280K - $342K
|
716
$395K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
715+ 6.87% |
$280K - $341K
|
11.1K
$6.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
714+ 17.79% |
$279K - $341K
|
4.73K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
710New |
$278K - $339K
|
710
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
706+ 6.83% |
$276K - $337K
|
11K
$6.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
704New |
$275K - $336K
|
704
$389K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
703New |
$275K - $335K
|
703
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
701+ 6.07% |
$274K - $334K
|
12.2K
$6.76M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
693+ 3.33% |
$271K - $331K
|
21.5K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
693New |
$271K - $331K
|
693
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
692+ 9.66% |
$271K - $330K
|
7.85K
$4.34M
|
|