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
|
Addison Capital CO
|
BUY
|
- |
308+ 13.13% |
$84.4K - $120K
|
2.65K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
308+ 18.4% |
$84.4K - $120K
|
1.98K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
307+ 18.9% |
$84.1K - $119K
|
1.93K
$870K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
307+ 1.76% |
$84.1K - $119K
|
17.7K
$8M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
304+ 4.59% |
$83.3K - $118K
|
6.92K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 34.99% |
$83K - $118K
|
1.17K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
303+ 11.85% |
$83K - $118K
|
2.86K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
302+ 9.58% |
$82.7K - $117K
|
3.46K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
301+ 28.75% |
$82.5K - $117K
|
1.35K
$607K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
301+ 3.18% |
$82.5K - $117K
|
9.78K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300+ 12.5% |
$82.2K - $116K
|
2.7K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 4.3% |
$82.2K - $116K
|
7.27K
$3.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
300+ 7.65% |
$82.2K - $116K
|
4.22K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
300+ 2.59% |
$82.2K - $116K
|
11.9K
$5.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
297+ 37.98% |
$81.4K - $115K
|
1.08K
$486K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
296+ 6.84% |
$81.1K - $115K
|
4.63K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$822K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
291+ 4.35% |
$79.7K - $113K
|
6.98K
$3.15M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
291+ 8.21% |
$79.7K - $113K
|
3.84K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
291+ 6.23% |
$79.7K - $113K
|
4.96K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
289+ 3.4% |
$79.2K - $112K
|
8.79K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
285New |
$78.1K - $111K
|
285
$128K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
283+ 18.22% |
$77.5K - $110K
|
1.84K
$827K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
282+ 38.21% |
$77.3K - $109K
|
1.02K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
281+ 4.85% |
$77K - $109K
|
6.08K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
280+ 10.97% |
$76.7K - $109K
|
2.83K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
280+ 11.2% |
$76.7K - $109K
|
2.78K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
278+ 13.65% |
$76.2K - $108K
|
2.31K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
277+ 2.43% |
$75.9K - $108K
|
11.7K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
276+ 36.32% |
$75.6K - $107K
|
1.04K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
275+ 2.76% |
$75.3K - $107K
|
10.2K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
274+ 0.3% |
$75.1K - $106K
|
90.3K
$40.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
269+ 18.29% |
$73.7K - $104K
|
1.74K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
266+ 1.81% |
$72.9K - $103K
|
14.9K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
265+ 1.9% |
$72.6K - $103K
|
14.2K
$6.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
265New |
$72.6K - $103K
|
265
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
263+ 17.89% |
$72K - $102K
|
1.73K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
263+ 11.58% |
$72K - $102K
|
2.53K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
263+ 23.11% |
$72K - $102K
|
1.4K
$631K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
259+ 6.97% |
$71K - $101K
|
3.98K
$1.79M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
259+ 2.67% |
$71K - $101K
|
9.96K
$4.49M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
257New |
$70.4K - $99.8K
|
257
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
256New |
$70.1K - $99.4K
|
256
$115K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
255+ 38.58% |
$69.9K - $99K
|
916
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
253+ 9.69% |
$69.3K - $98.2K
|
2.87K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251New |
$68.8K - $97.4K
|
251
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
250+ 12.7% |
$68.5K - $97.1K
|
2.22K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
249+ 17.49% |
$68.2K - $96.7K
|
1.67K
$754K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
248+ 4.94% |
$67.9K - $96.3K
|
5.26K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
247+ 5.55% |
$67.7K - $95.9K
|
4.7K
$2.12M
|