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 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
107+ 4.95% |
$29.3K - $41.5K
|
2.27K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
107+ 5.61% |
$29.3K - $41.5K
|
2.01K
$908K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
107+ 5.43% |
$29.3K - $41.5K
|
2.08K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
107+ 1.75% |
$29.3K - $41.5K
|
6.23K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 2.63% |
$29K - $41.2K
|
4.14K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
106+ 2.99% |
$29K - $41.2K
|
3.65K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 10.34% |
$29K - $41.2K
|
1.13K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
106+ 530.0% |
$29K - $41.2K
|
126
$56.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
106+ 12.49% |
$29K - $41.2K
|
955
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
105+ 5.69% |
$28.8K - $40.8K
|
1.95K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
103New |
$28.2K - $40K
|
103
$46.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
103+ 5.46% |
$28.2K - $40K
|
1.99K
$897K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
102+ 0.58% |
$27.9K - $39.6K
|
17.8K
$8.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
102+ 8.52% |
$27.9K - $39.6K
|
1.3K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102+ 26.56% |
$27.9K - $39.6K
|
486
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
102+ 3.24% |
$27.9K - $39.6K
|
3.25K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
101+ 2.34% |
$27.7K - $39.2K
|
4.41K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 69.18% |
$27.7K - $39.2K
|
247
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 1.75% |
$27.4K - $38.8K
|
5.81K
$2.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 12.72% |
$27.4K - $38.8K
|
886
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
100+ 0.23% |
$27.4K - $38.8K
|
42.8K
$19.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 8.22% |
$27.4K - $38.8K
|
1.32K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 1.41% |
$27.4K - $38.8K
|
7.18K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
99+ 0.2% |
$27.1K - $38.4K
|
50.2K
$22.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98+ 4.37% |
$26.8K - $38K
|
2.34K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
98+ 6.49% |
$26.8K - $38K
|
1.61K
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
98+ 5.67% |
$26.8K - $38K
|
1.83K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
97+ 2.72% |
$26.6K - $37.7K
|
3.66K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
95+ 1.27% |
$26K - $36.9K
|
7.55K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
95+ 1.59% |
$26K - $36.9K
|
6.06K
$2.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
94+ 3.48% |
$25.8K - $36.5K
|
2.8K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
93+ 3.16% |
$25.5K - $36.1K
|
3.04K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
93+ 5.02% |
$25.5K - $36.1K
|
1.95K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
93+ 1.44% |
$25.5K - $36.1K
|
6.53K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
92+ 1.25% |
$25.2K - $35.7K
|
7.43K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
92+ 8.5% |
$25.2K - $35.7K
|
1.17K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
92+ 4.65% |
$25.2K - $35.7K
|
2.07K
$933K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
90+ 6.53% |
$24.7K - $34.9K
|
1.47K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
89+ 11.53% |
$24.4K - $34.6K
|
861
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
89+ 11.71% |
$24.4K - $34.6K
|
849
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
88+ 0.13% |
$24.1K - $34.2K
|
70.4K
$31.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$24.1K - $34.2K
|
88
$39.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88+ 1.82% |
$24.1K - $34.2K
|
4.92K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
88+ 1.12% |
$24.1K - $34.2K
|
7.96K
$3.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 0.86% |
$24.1K - $34.2K
|
10.3K
$4.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 9.55% |
$23.8K - $33.8K
|
998
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
87+ 2.26% |
$23.8K - $33.8K
|
3.94K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86+ 2.12% |
$23.6K - $33.4K
|
4.14K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
86+ 8.65% |
$23.6K - $33.4K
|
1.08K
$487K
|