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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$555K - $692K
|
1.7K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.6K+ 41.03% |
$523K - $652K
|
5.5K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.59KNew |
$519K - $648K
|
1.59K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.5K+ 10.08% |
$491K - $613K
|
16.4K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.47KNew |
$479K - $597K
|
1.47K
$660K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.41KNew |
$460K - $574K
|
1.41K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.28K+ 87.14% |
$419K - $522K
|
2.75K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$402K - $502K
|
1.23K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
1KNew |
$327K - $408K
|
1K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$327K - $408K
|
1K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
970+ 32.39% |
$317K - $395K
|
3.97K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
853New |
$279K - $348K
|
853
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 50.28% |
$261K - $326K
|
2.39K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
713New |
$233K - $291K
|
713
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
710New |
$232K - $289K
|
710
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
684+ 361.9% |
$223K - $279K
|
873
$393K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$218K - $272K
|
668
$301K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
662+ 7.92% |
$216K - $270K
|
9.03K
$4.07M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
658New |
$215K - $268K
|
658
$297K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
650+ 928.57% |
$212K - $265K
|
720
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
650New |
$212K - $265K
|
650
$293K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
647New |
$211K - $264K
|
647
$292K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
615New |
$201K - $251K
|
615
$277K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 2.87% |
$185K - $230K
|
20.3K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557+ 31.58% |
$182K - $227K
|
2.32K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
557New |
$182K - $227K
|
557
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
430+ 10.13% |
$141K - $175K
|
4.68K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
417+ 2.7% |
$136K - $170K
|
15.9K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
412New |
$135K - $168K
|
412
$186K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
411+ 61.99% |
$134K - $168K
|
1.07K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 11.44% |
$131K - $164K
|
3.92K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
387+ 34.43% |
$126K - $158K
|
1.51K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
354+ 1.46% |
$116K - $144K
|
24.6K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
331New |
$108K - $135K
|
331
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
327+ 5.51% |
$107K - $133K
|
6.26K
$2.82M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
319New |
$104K - $130K
|
319
$144K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
313+ 52.34% |
$102K - $128K
|
911
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
311+ 9.98% |
$102K - $127K
|
3.43K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 46.95% |
$98K - $122K
|
939
$423K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
285+ 1900.0% |
$93.1K - $116K
|
300
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
282+ 11.75% |
$92.1K - $115K
|
2.68K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
275+ 7.67% |
$89.9K - $112K
|
3.86K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$81.7K - $102K
|
250
$113K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
238+ 11.75% |
$77.8K - $97K
|
2.26K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 3.55% |
$73.8K - $92.1K
|
6.59K
$2.97M
|