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 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
560New |
$153K - $217K
|
560
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
560New |
$153K - $217K
|
560
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
560+ 2.14% |
$153K - $217K
|
26.7K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
559+ 3.46% |
$153K - $217K
|
16.7K
$7.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
559+ 55.84% |
$153K - $217K
|
1.56K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
559New |
$153K - $217K
|
559
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
556New |
$152K - $216K
|
556
$251K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
555New |
$152K - $215K
|
555
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
553New |
$151K - $215K
|
553
$249K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
551New |
$151K - $214K
|
551
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
550New |
$151K - $214K
|
550
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
550New |
$151K - $214K
|
550
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
550New |
$151K - $214K
|
550
$248K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
549+ 3.06% |
$150K - $213K
|
18.5K
$8.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
548New |
$150K - $213K
|
548
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
547New |
$150K - $212K
|
547
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
546+ 0.94% |
$150K - $212K
|
58.4K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
539New |
$148K - $209K
|
539
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
539New |
$148K - $209K
|
539
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
538New |
$147K - $209K
|
538
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
537New |
$147K - $208K
|
537
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
536New |
$147K - $208K
|
536
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
535New |
$147K - $208K
|
535
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
534New |
$146K - $207K
|
534
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
533+ 2.36% |
$146K - $207K
|
23.1K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
528New |
$145K - $205K
|
528
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
526+ 12.16% |
$144K - $204K
|
4.85K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
523+ 23.43% |
$143K - $203K
|
2.76K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
523+ 3.15% |
$143K - $203K
|
17.1K
$7.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
523New |
$143K - $203K
|
523
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
522New |
$143K - $203K
|
522
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$143K - $202K
|
521
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
520New |
$142K - $202K
|
520
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
520New |
$142K - $202K
|
520
$234K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
519New |
$142K - $201K
|
519
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
518+ 73.68% |
$142K - $201K
|
1.22K
$550K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
518New |
$142K - $201K
|
518
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
517+ 17.31% |
$142K - $201K
|
3.5K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
515+ 11.0% |
$141K - $200K
|
5.2K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
512+ 31.37% |
$140K - $199K
|
2.14K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
510+ 34.34% |
$140K - $198K
|
2K
$899K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
506+ 1.21% |
$139K - $196K
|
42.4K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
505+ 0.92% |
$138K - $196K
|
55.2K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
503+ 2.26% |
$138K - $195K
|
22.8K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
503+ 9.49% |
$138K - $195K
|
5.8K
$2.61M
|