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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 10.08% |
$9.01K - $10.4K
|
273
$91.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25+ 0.4% |
$9.01K - $10.4K
|
6.21K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25+ 0.23% |
$9.01K - $10.4K
|
11.1K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 3.77% |
$9.01K - $10.4K
|
688
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.41% |
$9.01K - $10.4K
|
1.8K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.51% |
$9.01K - $10.4K
|
738
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
23+ 1.99% |
$8.29K - $9.59K
|
1.18K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 0.81% |
$8.29K - $9.59K
|
2.85K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$7.93K - $9.17K
|
22
$7.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
22+ 2.01% |
$7.93K - $9.17K
|
1.12K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.81% |
$7.93K - $9.17K
|
805
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 1.21% |
$7.93K - $9.17K
|
1.83K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
22+ 1.46% |
$7.93K - $9.17K
|
1.53K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
22+ 4.0% |
$7.93K - $9.17K
|
572
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
21+ 0.62% |
$7.57K - $8.75K
|
3.43K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.17% |
$7.57K - $8.75K
|
12.6K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
21+ 0.21% |
$7.57K - $8.75K
|
9.87K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
21+ 1.58% |
$7.57K - $8.75K
|
1.35K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
21+ 2.51% |
$7.57K - $8.75K
|
857
$288K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
20+ 3.02% |
$7.21K - $8.34K
|
682
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
20+ 0.4% |
$7.21K - $8.34K
|
5.05K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 2.34% |
$7.21K - $8.34K
|
876
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 1.03% |
$7.21K - $8.34K
|
1.96K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 1.96% |
$7.21K - $8.34K
|
1.04K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.65% |
$6.85K - $7.92K
|
2.96K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 2.9% |
$6.85K - $7.92K
|
675
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
19+ 2.02% |
$6.85K - $7.92K
|
958
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19+ 1.44% |
$6.85K - $7.92K
|
1.33K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 1.95% |
$6.85K - $7.92K
|
993
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.61% |
$6.49K - $7.5K
|
2.98K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18+ 1.84% |
$6.49K - $7.5K
|
996
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.49% |
$6.49K - $7.5K
|
3.71K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
18+ 0.5% |
$6.49K - $7.5K
|
3.59K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 2.33% |
$6.13K - $7.09K
|
746
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17+ 0.74% |
$6.13K - $7.09K
|
2.31K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17+ 0.66% |
$6.13K - $7.09K
|
2.6K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 1.96% |
$6.13K - $7.09K
|
883
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.09% |
$6.13K - $7.09K
|
1.57K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
16+ 1.61% |
$5.77K - $6.67K
|
1.01K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16+ 1.03% |
$5.77K - $6.67K
|
1.57K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
16+ 0.4% |
$5.77K - $6.67K
|
3.98K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
16New |
$5.77K - $6.67K
|
16
$5.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
16+ 1.84% |
$5.77K - $6.67K
|
884
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 0.32% |
$5.77K - $6.67K
|
5.02K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16+ 21.05% |
$5.77K - $6.67K
|
92
$30.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
15+ 1.59% |
$5.41K - $6.25K
|
957
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.8% |
$5.41K - $6.25K
|
1.9K
$638K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
15+ 1.79% |
$5.41K - $6.25K
|
854
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15+ 1.85% |
$5.41K - $6.25K
|
826
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15+ 2.61% |
$5.41K - $6.25K
|
590
$198K
|