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 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
11+ 0.08% |
$3.01K - $4.27K
|
13.3K
$5.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
11+ 1.61% |
$3.01K - $4.27K
|
696
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.17% |
$3.01K - $4.27K
|
6.32K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.58% |
$3.01K - $4.27K
|
1.92K
$865K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 0.42% |
$3.01K - $4.27K
|
2.66K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
11+ 0.76% |
$3.01K - $4.27K
|
1.47K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
11+ 0.32% |
$3.01K - $4.27K
|
3.45K
$1.55M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.29% |
$2.74K - $3.88K
|
3.4K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.75K
$787K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
10+ 1.41% |
$2.74K - $3.88K
|
721
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
10+ 10.0% |
$2.74K - $3.88K
|
110
$49.6K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
10New |
$2.74K - $3.88K
|
10
$4.51K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.19% |
$2.74K - $3.88K
|
852
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.74K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 1.44% |
$2.74K - $3.88K
|
703
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.02% |
$2.47K - $3.49K
|
889
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 34.62% |
$2.47K - $3.49K
|
35
$15.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$2.47K - $3.49K
|
8.52K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9+ 1.15% |
$2.47K - $3.49K
|
795
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 81.82% |
$2.47K - $3.49K
|
20
$9.01K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9+ 3.35% |
$2.47K - $3.49K
|
278
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 1.21% |
$2.47K - $3.49K
|
753
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 50.0% |
$2.19K - $3.11K
|
24
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8+ 0.12% |
$2.19K - $3.11K
|
6.48K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.17% |
$2.19K - $3.11K
|
4.84K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 266.67% |
$2.19K - $3.11K
|
11
$4.96K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8+ 0.27% |
$2.19K - $3.11K
|
2.97K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.91% |
$1.92K - $2.72K
|
779
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 6.14% |
$1.92K - $2.72K
|
121
$54.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7+ 0.44% |
$1.92K - $2.72K
|
1.61K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 46.67% |
$1.92K - $2.72K
|
22
$9.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
7+ 0.51% |
$1.92K - $2.72K
|
1.37K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.3% |
$1.92K - $2.72K
|
2.31K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
7+ 0.06% |
$1.92K - $2.72K
|
12K
$5.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
7+ 1.13% |
$1.92K - $2.72K
|
628
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
7+ 0.21% |
$1.92K - $2.72K
|
3.29K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.32% |
$1.92K - $2.72K
|
2.22K
$1M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 4.17% |
$1.64K - $2.33K
|
150
$67.6K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
CALL |
6+ 18.75% |
$1.64K - $2.33K
|
38
$17.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6+ 0.05% |
$1.64K - $2.33K
|
13.2K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6+ 0.0% |
$1.64K - $2.33K
|
143K
$64.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.64K - $2.33K
|
8.22K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.64K - $2.33K
|
2.17K
$980K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.39% |
$1.64K - $2.33K
|
1.54K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.82% |
$1.64K - $2.33K
|
739
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.08% |
$1.64K - $2.33K
|
7.57K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.44% |
$1.64K - $2.33K
|
1.36K
$612K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.58% |
$1.64K - $2.33K
|
1.03K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 0.88% |
$1.64K - $2.33K
|
687
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.48% |
$1.64K - $2.33K
|
1.24K
$561K
|