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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 1.5% |
$65.4K - $81.5K
|
13.5K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
200+ 20.12% |
$65.4K - $81.5K
|
1.19K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
199+ 30.85% |
$65K - $81.1K
|
844
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
197+ 5.43% |
$64.4K - $80.3K
|
3.82K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 5.78% |
$64.4K - $80.3K
|
3.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
195+ 1.19% |
$63.7K - $79.5K
|
16.5K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
195+ 23.81% |
$63.7K - $79.5K
|
1.01K
$408K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
191+ 103.8% |
$62.4K - $77.9K
|
375
$151K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
190New |
$62.1K - $77.4K
|
190
$76.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 1.3% |
$61.8K - $77K
|
14.7K
$5.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
189+ 10.51% |
$61.8K - $77K
|
1.99K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.56% |
$61.4K - $76.6K
|
33.8K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
188+ 15.09% |
$61.4K - $76.6K
|
1.43K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
187+ 2.52% |
$61.1K - $76.2K
|
7.62K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
185+ 4.28% |
$60.4K - $75.4K
|
4.51K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
185+ 9.54% |
$60.4K - $75.4K
|
2.12K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
185+ 4.98% |
$60.4K - $75.4K
|
3.9K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
185+ 1.08% |
$60.4K - $75.4K
|
17.2K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
184+ 8.68% |
$60.1K - $75K
|
2.31K
$927K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
180+ 7.41% |
$58.8K - $73.4K
|
2.61K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
179+ 3.0% |
$58.5K - $73K
|
6.15K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
178+ 25.87% |
$58.2K - $72.6K
|
866
$348K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$70.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
176+ 19.43% |
$57.5K - $71.7K
|
1.08K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
175+ 11.95% |
$57.2K - $71.3K
|
1.64K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
175+ 38.89% |
$57.2K - $71.3K
|
625
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
174+ 7.86% |
$56.9K - $70.9K
|
2.39K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
173+ 7.3% |
$56.5K - $70.5K
|
2.54K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
173+ 2.7% |
$56.5K - $70.5K
|
6.59K
$2.65M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
172+ 24.26% |
$56.2K - $70.1K
|
881
$354K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
172+ 8.51% |
$56.2K - $70.1K
|
2.19K
$882K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
172+ 2.42% |
$56.2K - $70.1K
|
7.29K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 2.38% |
$56.2K - $70.1K
|
7.41K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
171+ 81.43% |
$55.9K - $69.7K
|
381
$153K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
170+ 10.8% |
$55.5K - $69.3K
|
1.74K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
168+ 2.27% |
$54.9K - $68.5K
|
7.58K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
167+ 19.28% |
$54.6K - $68.1K
|
1.03K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$53.6K - $66.9K
|
527
$212K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
160+ 2.83% |
$52.3K - $65.2K
|
5.81K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
157+ 4.73% |
$51.3K - $64K
|
3.48K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
156+ 12.6% |
$51K - $63.6K
|
1.39K
$561K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
155+ 2.12% |
$50.6K - $63.2K
|
7.45K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
155+ 5.93% |
$50.6K - $63.2K
|
2.77K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
153+ 1.06% |
$50K - $62.4K
|
14.5K
$5.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
153+ 1.03% |
$50K - $62.4K
|
15.1K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
152+ 8.0% |
$49.7K - $62K
|
2.05K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
151+ 6.38% |
$49.3K - $61.6K
|
2.52K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
150+ 3.46% |
$49K - $61.1K
|
4.49K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.81% |
$49K - $61.1K
|
5.5K
$2.21M
|