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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 8.76% |
$645K - $804K
|
24.5K
$9.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 8.72% |
$642K - $801K
|
24.5K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.95K+ 83.53% |
$637K - $794K
|
4.28K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.92K+ 1.85% |
$628K - $783K
|
106K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 26.81% |
$626K - $781K
|
9.06K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.88K+ 6.24% |
$614K - $766K
|
32K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.85K+ 101.2% |
$604K - $753K
|
3.67K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 10.1% |
$601K - $750K
|
20.1K
$8.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.84K+ 512.26% |
$601K - $750K
|
2.2K
$884K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 4.04% |
$598K - $746K
|
47.1K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.81K+ 44.66% |
$590K - $736K
|
5.85K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1.8KNew |
$588K - $734K
|
1.8K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 6.24% |
$584K - $729K
|
30.5K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.75K+ 33.37% |
$572K - $714K
|
7K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.75K+ 63.74% |
$572K - $714K
|
4.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.75K+ 49.69% |
$570K - $711K
|
5.26K
$2.11M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.71K+ 4.61% |
$559K - $698K
|
38.8K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.7K+ 47.16% |
$556K - $694K
|
5.31K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 17.1% |
$555K - $693K
|
11.6K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$555K - $692K
|
1.7K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7K+ 14.09% |
$554K - $691K
|
13.7K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 42.56% |
$551K - $688K
|
5.65K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.69K+ 23.18% |
$551K - $687K
|
8.96K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67K+ 0.72% |
$546K - $681K
|
235K
$94.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.67K+ 10.05% |
$545K - $680K
|
18.3K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 3.51% |
$544K - $679K
|
49.1K
$19.7M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.64K+ 2.32% |
$535K - $667K
|
72.2K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.64K+ 9.35% |
$535K - $667K
|
19.1K
$7.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.64K+ 1.15% |
$534K - $666K
|
143K
$57.6M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.63K+ 5.43% |
$534K - $666K
|
31.7K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.62K+ 8.88% |
$530K - $662K
|
19.9K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.6K+ 275.26% |
$523K - $653K
|
2.18K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.6K+ 320.0% |
$523K - $652K
|
2.1K
$845K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.6K+ 41.03% |
$523K - $652K
|
5.5K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.59K+ 5.42% |
$519K - $648K
|
30.9K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.59KNew |
$519K - $648K
|
1.59K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.58K+ 11.15% |
$517K - $645K
|
15.8K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57K+ 4.21% |
$514K - $642K
|
39K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.56KNew |
$510K - $636K
|
1.56K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.55KNew |
$507K - $633K
|
1.55K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.52K+ 2.2% |
$498K - $621K
|
70.7K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 22.02% |
$492K - $614K
|
8.35K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.5K+ 10.08% |
$491K - $613K
|
16.4K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 9.33% |
$489K - $611K
|
17.6K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.47KNew |
$481K - $600K
|
1.47K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.47KNew |
$479K - $597K
|
1.47K
$589K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.47K+ 68.62% |
$479K - $597K
|
3.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.43K+ 0.5% |
$469K - $585K
|
289K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.41K+ 12.16% |
$462K - $576K
|
13K
$5.24M
|