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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
65+ 5.9% |
$17.8K - $25.2K
|
1.17K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
64+ 3.55% |
$17.5K - $24.8K
|
1.87K
$841K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
63+ 1.92% |
$17.3K - $24.5K
|
3.35K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
63+ 8.05% |
$17.3K - $24.5K
|
846
$381K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
62+ 4.91% |
$17K - $24.1K
|
1.33K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
61New |
$16.7K - $23.7K
|
61
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 0.31% |
$16.4K - $23.3K
|
19.4K
$8.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
60+ 6.52% |
$16.4K - $23.3K
|
980
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
60+ 6.75% |
$16.4K - $23.3K
|
949
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 109.09% |
$16.4K - $23.3K
|
115
$51.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 0.94% |
$16.2K - $22.9K
|
6.33K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
59+ 2.31% |
$16.2K - $22.9K
|
2.61K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
59+ 5.88% |
$16.2K - $22.9K
|
1.06K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
59+ 1.59% |
$16.2K - $22.9K
|
3.77K
$1.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.41% |
$15.6K - $22.1K
|
13.8K
$6.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
55+ 2.27% |
$15.1K - $21.4K
|
2.48K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
55+ 0.09% |
$15.1K - $21.4K
|
64.1K
$28.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
55+ 2.15% |
$15.1K - $21.4K
|
2.62K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 1.39% |
$15.1K - $21.4K
|
4.02K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 4.08% |
$15.1K - $21.4K
|
1.4K
$632K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
54+ 2.63% |
$14.8K - $21K
|
2.11K
$951K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
54+ 1.55% |
$14.8K - $21K
|
3.54K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 5.23% |
$14.5K - $20.6K
|
1.07K
$480K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
53+ 7.27% |
$14.5K - $20.6K
|
782
$352K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
53+ 4.12% |
$14.5K - $20.6K
|
1.34K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
53+ 3.29% |
$14.5K - $20.6K
|
1.66K
$749K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
52+ 2.56% |
$14.2K - $20.2K
|
2.08K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
51+ 3.87% |
$14K - $19.8K
|
1.37K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 1.34% |
$13.7K - $19.4K
|
3.79K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
50+ 0.2% |
$13.7K - $19.4K
|
24.9K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
50+ 2.38% |
$13.7K - $19.4K
|
2.15K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
49+ 6.55% |
$13.4K - $19K
|
797
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 96.0% |
$13.1K - $18.6K
|
98
$44.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
47+ 1.72% |
$12.9K - $18.2K
|
2.78K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
47+ 2.8% |
$12.9K - $18.2K
|
1.73K
$779K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
47+ 2.9% |
$12.9K - $18.2K
|
1.67K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 3.47% |
$12.6K - $17.9K
|
1.37K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
46+ 106.98% |
$12.6K - $17.9K
|
89
$40.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
45+ 0.69% |
$12.3K - $17.5K
|
6.59K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
45+ 0.82% |
$12.3K - $17.5K
|
5.54K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
45+ 6.28% |
$12.3K - $17.5K
|
762
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
44+ 3.54% |
$12.1K - $17.1K
|
1.29K
$580K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 0.97% |
$12.1K - $17.1K
|
4.56K
$2.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
44+ 1.3% |
$12.1K - $17.1K
|
3.44K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
44+ 3.33% |
$12.1K - $17.1K
|
1.37K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
43+ 1.86% |
$11.8K - $16.7K
|
2.36K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
43+ 5.17% |
$11.8K - $16.7K
|
874
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 1.93% |
$11.5K - $16.3K
|
2.21K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
41+ 3.88% |
$11.2K - $15.9K
|
1.1K
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
41+ 0.25% |
$11.2K - $15.9K
|
16.7K
$7.53M
|