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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
715+ 6.87% |
$280K - $341K
|
11.1K
$6.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
714+ 17.79% |
$279K - $341K
|
4.73K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
710New |
$278K - $339K
|
710
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
706+ 6.83% |
$276K - $337K
|
11K
$6.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
703New |
$275K - $335K
|
703
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
701+ 6.07% |
$274K - $334K
|
12.2K
$6.76M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
700New |
$274K - $334K
|
700
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
693+ 3.33% |
$271K - $331K
|
21.5K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
693New |
$271K - $331K
|
693
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
692+ 9.66% |
$271K - $330K
|
7.85K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
690+ 19.38% |
$270K - $329K
|
4.25K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
688+ 75.77% |
$269K - $328K
|
1.6K
$881K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
685New |
$268K - $327K
|
685
$378K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
683+ 16.87% |
$267K - $326K
|
4.73K
$2.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
679+ 4.93% |
$265K - $324K
|
14.4K
$7.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
668+ 9.61% |
$261K - $319K
|
7.62K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
667+ 6.46% |
$261K - $318K
|
11K
$6.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
667New |
$261K - $318K
|
667
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
667+ 2.89% |
$261K - $318K
|
23.8K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
666+ 90.74% |
$260K - $318K
|
1.4K
$773K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
661New |
$258K - $315K
|
661
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
648+ 1.56% |
$253K - $309K
|
42.2K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
645+ 80.63% |
$252K - $308K
|
1.45K
$798K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
643New |
$251K - $307K
|
643
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
640New |
$250K - $305K
|
640
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
637+ 21.81% |
$249K - $304K
|
3.56K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
632+ 43.08% |
$247K - $302K
|
2.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
630+ 26.64% |
$246K - $301K
|
3K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
627New |
$245K - $299K
|
627
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
624+ 120.0% |
$244K - $298K
|
1.14K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
623+ 29.94% |
$244K - $297K
|
2.7K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
621New |
$243K - $296K
|
621
$343K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
613+ 4.85% |
$240K - $292K
|
13.3K
$7.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
606New |
$237K - $289K
|
606
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
604+ 1.1% |
$236K - $288K
|
55.6K
$30.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
CALL |
600New |
$235K - $286K
|
600
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
600New |
$235K - $286K
|
600
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
587New |
$229K - $280K
|
587
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
585New |
$229K - $279K
|
585
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
581New |
$227K - $277K
|
581
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
BUY
|
- |
581New |
$227K - $277K
|
581
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
577+ 17.9% |
$226K - $275K
|
3.8K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
569New |
$222K - $271K
|
569
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
566New |
$221K - $270K
|
566
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
562+ 2.5% |
$220K - $268K
|
23.1K
$12.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
561+ 41.62% |
$219K - $268K
|
1.91K
$1.05M
|
|