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 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
59+ 10.37% |
$19.3K - $24.1K
|
628
$253K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 40.69% |
$19.3K - $24.1K
|
204
$82K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
58+ 6.06% |
$19K - $23.6K
|
1.02K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
58+ 1.57% |
$19K - $23.6K
|
3.74K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
58+ 1.42% |
$19K - $23.6K
|
4.15K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58New |
$19K - $23.6K
|
58
$23.3K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$305K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
56+ 1.98% |
$18.3K - $22.8K
|
2.88K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.6% |
$18.3K - $22.8K
|
1.06K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 8.05% |
$18K - $22.4K
|
738
$297K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
54+ 28.27% |
$17.6K - $22K
|
245
$98.5K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
54+ 11.56% |
$17.6K - $22K
|
521
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 3.98% |
$17.6K - $22K
|
1.41K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54+ 0.65% |
$17.6K - $22K
|
8.39K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53+ 5.63% |
$17.3K - $21.6K
|
994
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
53+ 0.88% |
$17.3K - $21.6K
|
6.09K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 4.13% |
$17.3K - $21.6K
|
1.34K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
52+ 2.72% |
$17K - $21.2K
|
1.97K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
51+ 4.03% |
$16.7K - $20.8K
|
1.32K
$530K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 2.47% |
$16.7K - $20.8K
|
2.12K
$851K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 5.72% |
$16.7K - $20.8K
|
943
$379K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$16.3K - $20.4K
|
50
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
50+ 3.09% |
$16.3K - $20.4K
|
1.67K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
50+ 2.61% |
$16.3K - $20.4K
|
1.97K
$792K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$531K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 3.11% |
$16K - $20K
|
1.63K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
49+ 1.34% |
$16K - $20K
|
3.72K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 2.53% |
$15.7K - $19.6K
|
1.95K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
47+ 5.02% |
$15.4K - $19.2K
|
984
$396K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
47+ 7.73% |
$15.4K - $19.2K
|
655
$263K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
46+ 8.61% |
$15K - $18.8K
|
580
$233K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46+ 0.9% |
$15K - $18.8K
|
5.17K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
45+ 0.59% |
$14.7K - $18.3K
|
7.66K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 4.83% |
$14.7K - $18.3K
|
977
$393K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 1.03% |
$14.7K - $18.3K
|
4.43K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 1.24% |
$14.7K - $18.3K
|
3.69K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
45+ 7.69% |
$14.7K - $18.3K
|
630
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
45+ 1.69% |
$14.7K - $18.3K
|
2.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44+ 2.69% |
$14.4K - $17.9K
|
1.68K
$676K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
44+ 0.48% |
$14.4K - $17.9K
|
9.3K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 2.55% |
$14.4K - $17.9K
|
1.77K
$712K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43+ 2.13% |
$14.1K - $17.5K
|
2.06K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 1.59% |
$14.1K - $17.5K
|
2.74K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43New |
$14.1K - $17.5K
|
43
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43+ 22.51% |
$14.1K - $17.5K
|
234
$94.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
43+ 1.43% |
$14.1K - $17.5K
|
3.05K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.3% |
$13.7K - $17.1K
|
13.9K
$5.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 1.97% |
$13.7K - $17.1K
|
2.17K
$874K
|