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 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.42K+ 6.2% |
$662K - $938K
|
41.4K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.38K+ 2.07% |
$652K - $924K
|
117K
$52.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.33KNew |
$639K - $906K
|
2.33K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.26K+ 14.95% |
$620K - $878K
|
17.4K
$7.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.26K+ 28.89% |
$618K - $875K
|
10.1K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.22K+ 188.86% |
$608K - $862K
|
3.4K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.21K+ 8.72% |
$606K - $859K
|
27.6K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.19K+ 174.68% |
$601K - $852K
|
3.45K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
2.17K+ 36.28% |
$595K - $843K
|
8.16K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.53% |
$591K - $837K
|
24.8K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.84% |
$590K - $835K
|
58.3K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.15K+ 24.16% |
$588K - $833K
|
11K
$4.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.15K+ 9.91% |
$588K - $833K
|
23.8K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.13K+ 108.53% |
$582K - $825K
|
4.08K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1K+ 4.69% |
$576K - $816K
|
46.9K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$569K - $807K
|
2.08K
$936K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 11.54% |
$568K - $805K
|
20K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.03K+ 10.63% |
$557K - $790K
|
21.2K
$9.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 25.09% |
$549K - $778K
|
10K
$4.51M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2KNew |
$549K - $778K
|
2K
$903K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.96K+ 23.2% |
$538K - $762K
|
10.4K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.91KNew |
$524K - $743K
|
1.91K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
PUT |
1.9KNew |
$520K - $738K
|
1.9K
$856K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.9KNew |
$520K - $736K
|
1.9K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.89K+ 10.91% |
$517K - $733K
|
19.2K
$8.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$515K - $730K
|
1.88K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 20.43% |
$514K - $729K
|
11.1K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.86K+ 3.31% |
$510K - $723K
|
58.1K
$26.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.85KNew |
$505K - $716K
|
1.85K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.83K+ 14.3% |
$502K - $711K
|
14.6K
$6.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.82K+ 32.28% |
$500K - $708K
|
7.48K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.82K+ 34.71% |
$499K - $707K
|
7.07K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.81KNew |
$496K - $703K
|
1.81K
$816K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.8KNew |
$493K - $699K
|
1.8K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.77K+ 2.19% |
$485K - $688K
|
82.6K
$37.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 6.71% |
$480K - $681K
|
27.9K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.75K+ 13.92% |
$479K - $679K
|
14.3K
$6.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 12.44% |
$478K - $677K
|
15.8K
$7.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.74K+ 133.41% |
$476K - $674K
|
3.04K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.71K+ 4.82% |
$469K - $665K
|
37.3K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
1.7K+ 5.7% |
$467K - $662K
|
31.6K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$466K - $660K
|
1.7K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.7K+ 1.86% |
$465K - $659K
|
92.9K
$41.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 4.38% |
$456K - $646K
|
39.6K
$17.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.64K+ 4.76% |
$450K - $637K
|
36.1K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.64KNew |
$450K - $637K
|
1.64K
$740K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 2.85% |
$450K - $637K
|
59.2K
$26.7M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.64K+ 44.47% |
$449K - $637K
|
5.33K
$2.4M
|