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 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.61K+ 85.31% |
$441K - $625K
|
3.5K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
1.6KNew |
$438K - $621K
|
1.6K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.6K+ 6.5% |
$438K - $621K
|
26.2K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.6K+ 3.39% |
$437K - $620K
|
48.7K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.59K+ 9.53% |
$436K - $618K
|
18.3K
$8.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.58KNew |
$432K - $613K
|
1.58K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.57KNew |
$429K - $608K
|
1.57K
$706K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.56KNew |
$428K - $607K
|
1.56K
$705K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.53K+ 17.05% |
$418K - $593K
|
10.5K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.52K+ 7.86% |
$416K - $589K
|
20.8K
$9.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.51K+ 41.47% |
$413K - $586K
|
5.15K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.5K+ 40.81% |
$411K - $582K
|
5.18K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 12.47% |
$401K - $568K
|
13.2K
$5.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.45K+ 4.02% |
$396K - $561K
|
37.4K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.44K+ 1.12% |
$395K - $559K
|
130K
$58.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.44KNew |
$394K - $559K
|
1.44K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.44K+ 11.18% |
$394K - $559K
|
14.3K
$6.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.43K+ 13.97% |
$392K - $556K
|
11.7K
$5.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.41K+ 83.07% |
$387K - $549K
|
3.11K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.41K+ 31.33% |
$385K - $546K
|
5.89K
$2.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.4K+ 60.74% |
$384K - $543K
|
3.71K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.4K+ 103.55% |
$384K - $543K
|
2.75K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.4K+ 7.09% |
$384K - $543K
|
21.1K
$9.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 6.51% |
$383K - $543K
|
22.9K
$10.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.39KNew |
$381K - $540K
|
1.39K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.39K+ 13.11% |
$381K - $539K
|
12K
$5.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.08% |
$377K - $535K
|
1.63M
$736M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.36K+ 180.53% |
$373K - $529K
|
2.12K
$954K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.35KNew |
$369K - $523K
|
1.35K
$607K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.35K+ 5.59% |
$368K - $522K
|
25.4K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.34K+ 1.33% |
$368K - $521K
|
103K
$46.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 27.11% |
$363K - $514K
|
6.21K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.3KNew |
$357K - $506K
|
1.3K
$588K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.3KNew |
$357K - $506K
|
1.3K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
1.3KNew |
$356K - $505K
|
1.3K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.3KNew |
$356K - $505K
|
1.3K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.3KNew |
$356K - $504K
|
1.3K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.3K+ 46.88% |
$356K - $504K
|
4.07K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.3K+ 13.81% |
$355K - $504K
|
10.7K
$4.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$355K - $503K
|
1.3K
$584K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 84.65% |
$349K - $495K
|
2.78K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.26K+ 2.43% |
$346K - $490K
|
53.1K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.26KNew |
$344K - $488K
|
1.26K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 13.81% |
$344K - $487K
|
10.3K
$4.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.25K+ 13.76% |
$342K - $484K
|
10.3K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 3.15% |
$340K - $482K
|
40.6K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 5.68% |
$339K - $481K
|
23K
$10.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 59.71% |
$337K - $477K
|
3.29K
$1.48M
|