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 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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.32K+ 22.07% |
$514K - $627K
|
7.27K
$4.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31K+ 3.19% |
$511K - $623K
|
42.3K
$23.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.31K+ 7.4% |
$511K - $623K
|
18.9K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 46.83% |
$508K - $620K
|
4.08K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.3K+ 148.68% |
$507K - $619K
|
2.17K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 1.85% |
$504K - $616K
|
71.1K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$499K - $609K
|
1.28K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.27KNew |
$495K - $604K
|
1.27K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.26KNew |
$493K - $601K
|
1.26K
$696K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.24KNew |
$485K - $592K
|
1.24K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.22K+ 5.13% |
$477K - $582K
|
25K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
1.2KNew |
$469K - $573K
|
1.2K
$662K
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.2KNew |
$469K - $573K
|
1.2K
$662K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.19K+ 1.56% |
$464K - $566K
|
77.1K
$42.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.19K+ 79.8% |
$463K - $565K
|
2.67K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.18K+ 2.89% |
$462K - $564K
|
42.1K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.18KNew |
$462K - $564K
|
1.18K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.18K+ 7.34% |
$462K - $564K
|
17.3K
$9.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.18KNew |
$461K - $563K
|
1.18K
$651K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.17K+ 8.77% |
$457K - $557K
|
14.5K
$8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 56.2% |
$455K - $555K
|
3.24K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.16K+ 59.97% |
$452K - $551K
|
3.08K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.15K+ 59.92% |
$451K - $551K
|
3.08K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.14K+ 38.04% |
$444K - $542K
|
4.12K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.13K+ 21.92% |
$443K - $541K
|
6.3K
$3.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.12K+ 126.38% |
$438K - $535K
|
2.01K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.12K+ 1.59% |
$436K - $532K
|
71.4K
$39.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.11K+ 44.33% |
$434K - $530K
|
3.61K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.11K+ 0.32% |
$433K - $528K
|
345K
$191M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
1.09KNew |
$426K - $520K
|
1.09K
$602K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07K+ 68.76% |
$419K - $512K
|
2.63K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
1.06K+ 2.68% |
$416K - $507K
|
40.7K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.06K+ 30.82% |
$413K - $504K
|
4.49K
$2.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.05KNew |
$410K - $501K
|
1.05K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.04K+ 71.17% |
$408K - $498K
|
2.51K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.04KNew |
$406K - $495K
|
1.04K
$573K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.03KNew |
$403K - $491K
|
1.03K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.01K+ 11.43% |
$395K - $482K
|
9.85K
$5.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.91% |
$393K - $480K
|
12.3K
$6.78M
|
|