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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.21K+ 53.2% |
$330K - $468K
|
3.47K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 18.63% |
$329K - $466K
|
7.64K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 1.88% |
$328K - $465K
|
64.7K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.19K+ 29.95% |
$326K - $462K
|
5.17K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.19K+ 46.6% |
$325K - $461K
|
3.73K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.18KNew |
$324K - $460K
|
1.18K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.17KNew |
$321K - $455K
|
1.17K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.16K+ 17.5% |
$319K - $452K
|
7.82K
$3.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.15K+ 10.01% |
$315K - $446K
|
12.6K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$314K - $445K
|
1.15K
$516K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.14K+ 9.37% |
$313K - $444K
|
13.3K
$6.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 16.63% |
$313K - $443K
|
8K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.13K+ 28.63% |
$308K - $437K
|
5.05K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$304K - $431K
|
1.11K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.11K+ 10.8% |
$303K - $430K
|
11.4K
$5.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.11KNew |
$303K - $429K
|
1.11K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.1K+ 132.89% |
$301K - $427K
|
1.93K
$868K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.23% |
$300K - $425K
|
50.2K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.09KNew |
$299K - $423K
|
1.09K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.09KNew |
$298K - $423K
|
1.09K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.09K+ 6.09% |
$297K - $422K
|
18.9K
$8.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.08K+ 5.72% |
$294K - $417K
|
19.9K
$8.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.07KNew |
$294K - $417K
|
1.07K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 70.51% |
$293K - $415K
|
2.59K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.07KNew |
$293K - $415K
|
1.07K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.06KNew |
$290K - $411K
|
1.06K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.05K+ 54.62% |
$287K - $406K
|
2.96K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.04K+ 20.67% |
$285K - $405K
|
6.08K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.03K+ 20.66% |
$283K - $401K
|
6.03K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.03K+ 16.82% |
$282K - $400K
|
7.16K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.03K+ 162.72% |
$282K - $400K
|
1.66K
$749K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.03K+ 356.94% |
$282K - $399K
|
1.32K
$593K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$280K - $397K
|
1.02K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.02K+ 63.26% |
$278K - $394K
|
2.62K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.01K+ 41.73% |
$277K - $392K
|
3.43K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.01K+ 25.89% |
$276K - $391K
|
4.89K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1KNew |
$274K - $388K
|
1K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
CALL |
1KNew |
$274K - $388K
|
1K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1K+ 3.15% |
$274K - $388K
|
32.7K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
999+ 8.44% |
$274K - $388K
|
12.8K
$5.79M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
983+ 12.72% |
$269K - $382K
|
8.71K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
977New |
$268K - $379K
|
977
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
962New |
$264K - $373K
|
962
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
960+ 16.42% |
$263K - $373K
|
6.81K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
945+ 6.3% |
$259K - $367K
|
15.9K
$7.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
937+ 5.61% |
$257K - $364K
|
17.6K
$7.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
936+ 21.13% |
$256K - $363K
|
5.37K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
934+ 38.42% |
$256K - $363K
|
3.37K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
932+ 88.51% |
$255K - $362K
|
1.99K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
930+ 27.89% |
$255K - $361K
|
4.26K
$1.92M
|