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 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$81.7K - $102K
|
250
$101K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
249+ 10.35% |
$81.4K - $101K
|
2.66K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
245+ 17.38% |
$80.1K - $99.9K
|
1.66K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
245+ 2.1% |
$80.1K - $99.9K
|
11.9K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
244+ 3.28% |
$79.7K - $99.5K
|
7.68K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
243+ 4.13% |
$79.4K - $99.1K
|
6.12K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
242+ 3.36% |
$79.1K - $98.6K
|
7.44K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
238+ 11.75% |
$77.8K - $97K
|
2.26K
$910K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
234+ 3.72% |
$76.5K - $95.4K
|
6.52K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
230+ 10.09% |
$75.2K - $93.8K
|
2.51K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
230+ 14.63% |
$75.2K - $93.8K
|
1.8K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
227+ 5.62% |
$74.2K - $92.5K
|
4.27K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 3.55% |
$73.8K - $92.1K
|
6.59K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
225+ 1.41% |
$73.5K - $91.7K
|
16.1K
$6.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
225New |
$73.5K - $91.7K
|
225
$90.5K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 2.89% |
$73.2K - $91.3K
|
7.96K
$3.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
222+ 2.01% |
$72.5K - $90.5K
|
11.3K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
222New |
$72.5K - $90.5K
|
222
$89.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
222+ 6.85% |
$72.5K - $90.5K
|
3.46K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
221+ 8.61% |
$72.2K - $90.1K
|
2.79K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
221+ 13.02% |
$72.2K - $90.1K
|
1.92K
$772K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
219+ 1.25% |
$71.6K - $89.3K
|
17.7K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
218+ 8.04% |
$71.2K - $88.9K
|
2.93K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
218+ 20.11% |
$71.2K - $88.9K
|
1.3K
$524K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 24.25% |
$71.2K - $88.9K
|
1.12K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
217+ 102.36% |
$70.9K - $88.5K
|
429
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
217+ 19.09% |
$70.9K - $88.5K
|
1.35K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
216+ 1.72% |
$70.6K - $88K
|
12.8K
$5.14M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
216+ 18.93% |
$70.6K - $88K
|
1.36K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
216+ 7.5% |
$70.6K - $88K
|
3.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
215+ 5.96% |
$70.3K - $87.6K
|
3.82K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
215+ 5.12% |
$70.3K - $87.6K
|
4.42K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
214+ 6.52% |
$69.9K - $87.2K
|
3.5K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
213+ 0.62% |
$69.6K - $86.8K
|
34.5K
$13.9M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
212+ 26.6% |
$69.3K - $86.4K
|
1.01K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 6.0% |
$69.3K - $86.4K
|
3.75K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 2.55% |
$68.9K - $86K
|
8.48K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
211+ 21.0% |
$68.9K - $86K
|
1.22K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
210+ 1.82% |
$68.6K - $85.6K
|
11.8K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
209+ 31.29% |
$68.3K - $85.2K
|
877
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
208+ 1.97% |
$68K - $84.8K
|
10.8K
$4.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
207+ 27.6% |
$67.6K - $84.4K
|
957
$385K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
206+ 17.65% |
$67.3K - $84K
|
1.37K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
204+ 4.24% |
$66.7K - $83.2K
|
5.02K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 0.79% |
$66K - $82.3K
|
25.8K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
202+ 32.11% |
$66K - $82.3K
|
831
$334K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
201+ 34.96% |
$65.7K - $81.9K
|
776
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
201+ 19.05% |
$65.7K - $81.9K
|
1.26K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$65.4K - $81.5K
|
200
$80.4K
|