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 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
350+ 0.88% |
$114K - $143K
|
40.3K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350+ 8.15% |
$114K - $143K
|
4.64K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
350+ 2.44% |
$114K - $143K
|
14.7K
$5.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350+ 5.91% |
$114K - $143K
|
6.27K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
340+ 4.87% |
$111K - $139K
|
7.32K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
337New |
$110K - $137K
|
337
$136K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
337+ 145.26% |
$110K - $137K
|
569
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
337+ 6.79% |
$110K - $137K
|
5.3K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
337+ 340.4% |
$110K - $137K
|
436
$175K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
331New |
$108K - $135K
|
331
$133K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
330+ 5.19% |
$108K - $135K
|
6.69K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
327+ 5.51% |
$107K - $133K
|
6.26K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
325+ 14.57% |
$106K - $132K
|
2.56K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
325+ 4.81% |
$106K - $132K
|
7.08K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
324+ 2.41% |
$106K - $132K
|
13.8K
$5.54M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
323+ 29.96% |
$106K - $132K
|
1.4K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
318+ 0.77% |
$104K - $130K
|
41.6K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
317+ 24.9% |
$104K - $129K
|
1.59K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
316+ 0.16% |
$103K - $129K
|
195K
$78.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
314+ 1.47% |
$103K - $128K
|
21.6K
$8.71M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
313+ 52.34% |
$102K - $128K
|
911
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
313+ 23.53% |
$102K - $128K
|
1.64K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
311+ 5.11% |
$102K - $127K
|
6.4K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
311+ 9.98% |
$102K - $127K
|
3.43K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
310+ 0.55% |
$101K - $126K
|
56.2K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 29.88% |
$98K - $122K
|
1.3K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
300+ 18.81% |
$98K - $122K
|
1.9K
$762K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 46.95% |
$98K - $122K
|
939
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
297+ 27.0% |
$97K - $121K
|
1.4K
$562K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
296+ 0.89% |
$96.7K - $121K
|
33.7K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
295+ 4.94% |
$96.4K - $120K
|
6.27K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
293+ 33.41% |
$95.7K - $119K
|
1.17K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
292+ 6.02% |
$95.4K - $119K
|
5.14K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
287+ 5.01% |
$93.8K - $117K
|
6.01K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
285+ 1900.0% |
$93.1K - $116K
|
300
$121K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
283+ 5.73% |
$92.5K - $115K
|
5.23K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
282+ 11.75% |
$92.1K - $115K
|
2.68K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
281+ 1.43% |
$91.8K - $115K
|
19.9K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
277+ 2.75% |
$90.5K - $113K
|
10.3K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
276+ 4.15% |
$90.2K - $113K
|
6.93K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
275+ 18.82% |
$89.9K - $112K
|
1.74K
$698K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
275+ 7.67% |
$89.9K - $112K
|
3.86K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 13.73% |
$88.5K - $110K
|
2.25K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270+ 11.31% |
$88.2K - $110K
|
2.66K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
268+ 6.73% |
$87.6K - $109K
|
4.25K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
266+ 1.98% |
$86.9K - $108K
|
13.7K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
263+ 8.76% |
$85.9K - $107K
|
3.27K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
260+ 7.59% |
$85K - $106K
|
3.69K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
257+ 11.3% |
$84K - $105K
|
2.53K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
251+ 2.66% |
$82K - $102K
|
9.68K
$3.89M
|