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 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
398+ 2.99% |
$109K - $155K
|
13.7K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
394+ 10.43% |
$108K - $153K
|
4.17K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
391+ 38.52% |
$107K - $152K
|
1.41K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
389+ 6.73% |
$107K - $151K
|
6.17K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
387+ 0.24% |
$106K - $150K
|
162K
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
387+ 3.07% |
$106K - $150K
|
13K
$5.86M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
387+ 15.3% |
$106K - $150K
|
2.92K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$104K - $148K
|
907
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
379+ 34.8% |
$104K - $147K
|
1.47K
$662K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
377+ 7.26% |
$103K - $146K
|
5.57K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
375+ 30.74% |
$103K - $146K
|
1.6K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
370+ 27.35% |
$101K - $144K
|
1.72K
$776K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
370+ 65.26% |
$101K - $144K
|
937
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
367+ 9.78% |
$101K - $142K
|
4.12K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
366+ 3.0% |
$100K - $142K
|
12.6K
$5.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
362+ 31.15% |
$99.2K - $141K
|
1.52K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
361+ 3.73% |
$98.9K - $140K
|
10K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
358+ 23.9% |
$98.1K - $139K
|
1.86K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
357+ 11.69% |
$97.8K - $139K
|
3.41K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
355+ 1.55% |
$97.2K - $138K
|
23.2K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
351+ 2.79% |
$96.2K - $136K
|
12.9K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
351+ 56.16% |
$96.2K - $136K
|
976
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
350+ 52.95% |
$95.9K - $136K
|
1.01K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
348New |
$95.3K - $135K
|
348
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
347+ 3.94% |
$95.1K - $135K
|
9.15K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
345+ 20.56% |
$94.5K - $134K
|
2.02K
$912K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
339+ 16.17% |
$92.9K - $132K
|
2.44K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
338+ 10.21% |
$92.6K - $131K
|
3.65K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338+ 88.71% |
$92.6K - $131K
|
719
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
337+ 7.95% |
$92.3K - $131K
|
4.58K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
336+ 0.91% |
$92K - $130K
|
37.1K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 6.17% |
$90.9K - $129K
|
5.72K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
329+ 1.91% |
$90.1K - $128K
|
17.5K
$7.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
328+ 8.12% |
$89.9K - $127K
|
4.37K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
328+ 24.24% |
$89.9K - $127K
|
1.68K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
326+ 0.78% |
$89.3K - $127K
|
42K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
325+ 3.84% |
$89K - $126K
|
8.78K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 2.78% |
$88.8K - $126K
|
12K
$5.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
324+ 4.43% |
$88.8K - $126K
|
7.64K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
324+ 3.25% |
$88.8K - $126K
|
10.3K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
324+ 10.15% |
$88.8K - $126K
|
3.52K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
323+ 19.48% |
$88.5K - $125K
|
1.98K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
323+ 15.26% |
$88.5K - $125K
|
2.44K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
321New |
$87.9K - $125K
|
321
$145K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
321+ 12.62% |
$87.9K - $125K
|
2.86K
$1.29M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
314+ 2.44% |
$86K - $122K
|
13.2K
$5.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
314New |
$86K - $122K
|
314
$142K
|