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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.72M+ 43447.27% |
$1.22B - $1.52B
|
3.73M
$1.23B
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.8K+ 180.89% |
$5.5M - $6.86M
|
26.1K
$8.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$3.57M - $4.46M
|
10.9K
$3.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.68K+ 74.39% |
$1.86M - $2.32M
|
13.3K
$4.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.51KNew |
$1.8M - $2.25M
|
5.51K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.09K+ 4.86% |
$1.66M - $2.08M
|
110K
$36.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.37K+ 72833.33% |
$1.43M - $1.78M
|
4.38K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.46K+ 292.96% |
$802K - $1M
|
3.29K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$714K - $891K
|
2.19K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.38K+ 5.57% |
$451K - $563K
|
26.2K
$8.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 2.91% |
$398K - $496K
|
43K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 5.92% |
$390K - $487K
|
21.4K
$7.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.16K+ 3.14% |
$378K - $471K
|
38K
$12.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
982+ 6.25% |
$321K - $400K
|
16.7K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
914+ 3.94% |
$299K - $373K
|
24.1K
$7.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
910+ 22.02% |
$297K - $371K
|
5.04K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 38.83% |
$294K - $367K
|
3.22K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
759+ 20.0% |
$248K - $309K
|
4.55K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
715New |
$234K - $291K
|
715
$236K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$482K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
652+ 5.98% |
$213K - $266K
|
11.5K
$3.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
642+ 1.13% |
$210K - $262K
|
57.5K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
544+ 29.71% |
$178K - $222K
|
2.38K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
514+ 1.22% |
$168K - $210K
|
42.7K
$14.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
514+ 17.09% |
$168K - $210K
|
3.52K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
496+ 32.67% |
$162K - $202K
|
2.01K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
408+ 4.14% |
$133K - $166K
|
10.3K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
394+ 39.72% |
$129K - $161K
|
1.39K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
386+ 0.25% |
$126K - $157K
|
157K
$51.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
337+ 340.4% |
$110K - $137K
|
436
$144K
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
337+ 0.88% |
$110K - $137K
|
38.8K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
321+ 50.87% |
$105K - $131K
|
952
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
316+ 31.82% |
$103K - $129K
|
1.31K
$432K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
300+ 26.67% |
$98K - $122K
|
1.43K
$470K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
299+ 25.87% |
$97.7K - $122K
|
1.46K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
285+ 1900.0% |
$93.1K - $116K
|
300
$98.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
282+ 22.54% |
$92.1K - $115K
|
1.53K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
268+ 6.73% |
$87.6K - $109K
|
4.25K
$1.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
249+ 10.35% |
$81.4K - $101K
|
2.66K
$876K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
235+ 1.8% |
$76.8K - $95.8K
|
13.3K
$4.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
201+ 3.01% |
$65.7K - $81.9K
|
6.87K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 5.78% |
$64.4K - $80.3K
|
3.6K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$655K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
173+ 2.7% |
$56.5K - $70.5K
|
6.59K
$2.17M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
173+ 3.53% |
$56.5K - $70.5K
|
5.08K
$1.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
167+ 1.46% |
$54.6K - $68.1K
|
11.6K
$3.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
167+ 19.28% |
$54.6K - $68.1K
|
1.03K
$341K
|