Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 23, 2025 Q3 2025
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
560
New
$219K - $267K
560 $309K
Nov 13, 2025 Q3 2025
Consilio Wealth Advisors, LLC

BUY
 -
556
New
$217K - $265K
556 $307K
Nov 12, 2025 Q3 2025
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
556
+ 56.5%
$217K - $265K
1.54K $850K
Oct 27, 2025 Q3 2025
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
554
+ 3.66%
$217K - $264K
15.7K $8.67M
Oct 27, 2025 Q3 2025
One Day In July LLC

BUY
 -
551
New
$215K - $263K
551 $304K
Oct 27, 2025 Q3 2025
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
549
+ 49.82%
$215K - $262K
1.65K $911K
Nov 05, 2025 Q3 2025
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
546
+ 13.08%
$213K - $261K
4.72K $2.61M
Nov 03, 2025 Q3 2025
Cloud Capital Management, LLC

Seattle, WA
BUY
 -
546
New
$213K - $261K
546 $301K
Nov 06, 2025 Q3 2025
Edgemoor Investment Advisors, Inc.

BUY
 -
543
New
$212K - $259K
543 $300K
Nov 07, 2025 Q3 2025
Berkeley Capital Partners, LLC

BUY
 -
541
New
$211K - $258K
541 $299K
Nov 05, 2025 Q3 2025
Next Capital Management LLC

BUY
 -
535
New
$209K - $255K
535 $295K
Nov 14, 2025 Q3 2025
Capula Management LTD

Grand Cayman, E9
BUY
 -
534
New
$209K - $255K
534 $295K
Nov 13, 2025 Q3 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
534
+ 36.35%
$209K - $255K
2K $1.11M
Oct 27, 2025 Q3 2025
Kera Capital Partners, Inc.

Sacramento, CA
BUY
 -
534
New
$209K - $255K
534 $295K
Oct 27, 2025 Q3 2025
Blalock Williams, LLC

Alexander City, AL
BUY
 -
534
New
$209K - $255K
534 $295K
Nov 12, 2025 Q3 2025
Pks Advisory Services, LLC

Albany, NY
BUY
 -
532
New
$208K - $254K
532 $294K
Nov 06, 2025 Q3 2025
Vista Capital Partners, Inc.

BUY
 -
532
New
$208K - $254K
532 $294K
Oct 31, 2025 Q3 2025
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
532
New
$208K - $254K
532 $294K
Nov 07, 2025 Q3 2025
Hodges Capital Management Inc.

BUY
 -
531
+ 3.63%
$208K - $253K
15.2K $8.37M
Nov 06, 2025 Q3 2025
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
531
New
$208K - $253K
531 $293K
Nov 04, 2025 Q3 2025
Strengthening Families & Communities, LLC

BUY
 -
530
New
$207K - $253K
530 $293K
Nov 07, 2025 Q3 2025
Uniting Wealth Partners, LLC

Mission, KS
BUY
 -
529
+ 54.59%
$207K - $252K
1.5K $827K
Oct 22, 2025 Q3 2025
Integral Investment Advisors, Inc.

BUY
 -
529
New
$207K - $252K
529 $292K
Nov 07, 2025 Q3 2025
Crestwood Advisors Group LLC

BUY
 -
527
+ 2.34%
$206K - $251K
23.1K $12.7M
Oct 21, 2025 Q3 2025
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
526
New
$206K - $251K
526 $290K
Nov 06, 2025 Q3 2025
Willis Johnson & Associates, Inc.

BUY
 -
525
New
$205K - $251K
525 $290K
Oct 16, 2025 Q3 2025
Asio Capital, LLC

BUY
 -
525
New
$205K - $251K
525 $290K
Oct 29, 2025 Q3 2025
Custom Index Systems, LLC

New York, NY
BUY
 -
524
New
$205K - $250K
524 $289K
Oct 15, 2025 Q3 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
524
+ 5.07%
$205K - $250K
10.9K $6M
Nov 04, 2025 Q3 2025
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
520
New
$203K - $248K
520 $287K
Oct 15, 2025 Q3 2025
Symmetry Partners, LLC

BUY
 -
520
New
$203K - $248K
520 $287K
Nov 06, 2025 Q3 2025
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
519
New
$203K - $248K
519 $287K
Nov 03, 2025 Q3 2025
Cypress Capital Group

BUY
 -
518
+ 13.94%
$202K - $247K
4.24K $2.34M
Oct 15, 2025 Q3 2025
Cogent Blue Wealth Advisors, LLC

Knoxville, TN
BUY
 -
518
New
$202K - $247K
518 $286K
Nov 06, 2025 Q3 2025
Oxinas Partners Wealth Management LLC

BUY
 -
517
New
$202K - $247K
517 $285K
Oct 16, 2025 Q3 2025
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
517
New
$202K - $247K
517 $285K
Nov 14, 2025 Q3 2025
Hollow Brook Wealth Management LLC

BUY
 -
512
New
$200K - $244K
512 $283K
Oct 31, 2025 Q3 2025
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
512
New
$200K - $244K
512 $283K
Nov 26, 2025 Q3 2025
Strategic Advocates LLC

Logan, UT
BUY
 -
511
New
$200K - $244K
511 $282K
Oct 14, 2025 Q3 2025
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
510
New
$199K - $243K
510 $282K
Oct 14, 2025 Q3 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
510
New
$199K - $243K
510 $282K
Oct 20, 2025 Q3 2025
Xml Financial, LLC

BUY
 -
509
+ 11.21%
$199K - $243K
5.05K $2.79M
Nov 14, 2025 Q3 2025
Alexis Investment Partners, LLC

Montgomery, TX
BUY
 -
508
+ 16.29%
$199K - $242K
3.63K $2M
Oct 23, 2025 Q3 2025
Wd Rutherford LLC

BUY
 -
508
+ 9.07%
$199K - $242K
6.11K $3.37M
Oct 14, 2025 Q3 2025
Affiance Financial, LLC

BUY
 -
508
New
$199K - $242K
508 $280K
Nov 13, 2025 Q3 2025
Idaho Trust Bank

Boise, ID
BUY
 -
507
New
$198K - $242K
507 $280K
Nov 03, 2025 Q3 2025
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
507
New
$198K - $242K
507 $280K
Nov 04, 2025 Q3 2025
Peak Retirement Planning, Inc.

Columbus, OH
BUY
 -
505
New
$197K - $241K
505 $279K
Oct 08, 2025 Q3 2025
Kwmg, LLC

BUY
 -
503
New
$197K - $240K
503 $278K

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