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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.86K+ 1.41% |
$728K - $888K
|
134K
$74M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.84K+ 17.56% |
$719K - $878K
|
12.3K
$6.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.84K+ 36.31% |
$717K - $876K
|
6.89K
$3.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 9.17% |
$716K - $874K
|
21.8K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.81K+ 240.24% |
$707K - $863K
|
2.56K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.8KNew |
$704K - $859K
|
1.8K
$994K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
1.8KNew |
$704K - $859K
|
1.8K
$994K
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
1.79K+ 763.4% |
$701K - $856K
|
2.03K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 10.98% |
$695K - $849K
|
18K
$9.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$693K - $846K
|
1.77K
$979K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 9.6% |
$693K - $846K
|
20.2K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.76K+ 15.99% |
$689K - $841K
|
12.8K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.74K+ 1.05% |
$681K - $832K
|
167K
$92.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
1.71KNew |
$668K - $816K
|
1.71K
$944K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.71K+ 24.14% |
$667K - $814K
|
8.78K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.71K+ 5.86% |
$667K - $814K
|
30.9K
$17M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.69K+ 276.18% |
$662K - $808K
|
2.31K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 24.54% |
$653K - $797K
|
8.48K
$4.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.67K+ 14.01% |
$652K - $796K
|
13.6K
$7.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.65K+ 16.62% |
$644K - $786K
|
11.6K
$6.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.65K+ 12.0% |
$643K - $785K
|
15.3K
$8.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.64K+ 28.3% |
$641K - $783K
|
7.44K
$4.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.63K+ 292.82% |
$638K - $778K
|
2.19K
$1.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
1.6K+ 189.24% |
$626K - $764K
|
2.45K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.6KNew |
$624K - $761K
|
1.6K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.56K+ 2.41% |
$610K - $745K
|
66.3K
$36.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
1.55K+ 61.35% |
$606K - $739K
|
4.07K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 32.48% |
$592K - $722K
|
6.18K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.48K+ 4.87% |
$580K - $708K
|
32K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.47K+ 1.46% |
$573K - $699K
|
102K
$56.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.46K+ 6.48% |
$569K - $694K
|
23.9K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 14.17% |
$568K - $693K
|
11.7K
$6.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$564K - $689K
|
1.44K
$797K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.44K+ 4.93% |
$562K - $686K
|
30.6K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 5.84% |
$555K - $678K
|
25.7K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.4KNew |
$547K - $668K
|
1.4K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.4KNew |
$547K - $667K
|
1.4K
$772K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
1.39KNew |
$542K - $662K
|
1.39K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.39KNew |
$541K - $661K
|
1.39K
$765K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.39K+ 0.45% |
$541K - $661K
|
308K
$170M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.38K+ 6.49% |
$538K - $657K
|
22.6K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.38KNew |
$538K - $656K
|
1.38K
$759K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 18.53% |
$537K - $655K
|
8.78K
$4.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 34.17% |
$534K - $651K
|
5.36K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 1.64% |
$528K - $645K
|
84K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.34K+ 64.53% |
$524K - $640K
|
3.42K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 125.59% |
$522K - $637K
|
2.4K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.33K+ 39.55% |
$520K - $635K
|
4.7K
$2.59M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
$516K - $630K
|
1.32K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.32K+ 23.11% |
$516K - $629K
|
7.03K
$3.88M
|
|