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 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
4K+ 27.97% |
$1.1M - $1.55M
|
18.3K
$8.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.96K+ 58.12% |
$1.08M - $1.54M
|
10.8K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.91KNew |
$1.07M - $1.52M
|
3.91K
$1.76M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.83K+ 99.69% |
$1.05M - $1.48M
|
7.66K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.72K+ 19.33% |
$1.02M - $1.44M
|
23K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.71K+ 5.14% |
$1.02M - $1.44M
|
75.9K
$34.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.71KNew |
$1.02M - $1.44M
|
3.71K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.67K+ 1.67% |
$1M - $1.42M
|
223K
$101M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.65KNew |
$1M - $1.42M
|
3.65K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.57K+ 19.34% |
$977K - $1.39M
|
22K
$9.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.56K+ 139.96% |
$976K - $1.38M
|
6.11K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.52K+ 20.52% |
$963K - $1.36M
|
20.6K
$9.3M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.43K+ 18.92% |
$941K - $1.33M
|
21.6K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.43K+ 8.95% |
$940K - $1.33M
|
41.8K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$937K - $1.33M
|
3.42K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
3.4K+ 58.62% |
$931K - $1.32M
|
9.2K
$4.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37K+ 35.17% |
$924K - $1.31M
|
13K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.36KNew |
$922K - $1.31M
|
3.36K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.31K+ 258.59% |
$907K - $1.28M
|
4.59K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.3K+ 212.01% |
$904K - $1.28M
|
4.86K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.29KNew |
$901K - $1.28M
|
3.29K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.2K+ 0.43% |
$876K - $1.24M
|
752K
$339M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 12.31% |
$875K - $1.24M
|
29.1K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.19KNew |
$875K - $1.24M
|
3.19K
$1.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 8.32% |
$843K - $1.2M
|
40.1K
$18.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 12.76% |
$843K - $1.2M
|
27.2K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
3K+ 10.12% |
$822K - $1.16M
|
32.6K
$14.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$809K - $1.15M
|
2.95K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.93K+ 0.7% |
$803K - $1.14M
|
424K
$191M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.91K+ 4.77% |
$797K - $1.13M
|
63.8K
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 3.54% |
$794K - $1.13M
|
84.9K
$38.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 196.61% |
$794K - $1.13M
|
4.38K
$1.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.82K+ 3.5% |
$773K - $1.1M
|
83.4K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.82K+ 34.4% |
$772K - $1.09M
|
11K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.81K+ 16.96% |
$769K - $1.09M
|
19.4K
$8.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.8KNew |
$768K - $1.09M
|
2.8K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
2.8KNew |
$767K - $1.09M
|
2.8K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.79KNew |
$765K - $1.08M
|
2.79K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.73K+ 10.32% |
$747K - $1.06M
|
29.1K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.67K+ 49.76% |
$732K - $1.04M
|
8.04K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.66KNew |
$729K - $1.03M
|
2.66K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 34.47% |
$725K - $1.03M
|
10.3K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.63K+ 5.12% |
$721K - $1.02M
|
54K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.62KNew |
$717K - $1.02M
|
2.62K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.6KNew |
$712K - $1.01M
|
2.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.54K+ 51.99% |
$694K - $984K
|
7.41K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.49KNew |
$681K - $965K
|
2.49K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.45K+ 40.96% |
$670K - $950K
|
8.42K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 9.96% |
$668K - $947K
|
26.9K
$12.1M
|