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
Nov 13, 2025 Q3 2025
Nelson Capital Management, LLC

BUY
 -
501
New
$196K - $239K
501 $277K
Nov 18, 2025 Q3 2025
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
500
+ 2.15%
$195K - $239K
23.8K $13.1M
Nov 13, 2025 Q3 2025
Groupe La Francaise

Paris, I0
BUY
 PUT
500
New
$195K - $239K
500 $276K
Nov 12, 2025 Q3 2025
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
500
New
$195K - $239K
500 $276K
Nov 10, 2025 Q3 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
500
New
$195K - $239K
500 $276K
Nov 06, 2025 Q3 2025
Benningfield Financial Advisors, LLC

San Francisco, CA
BUY
 -
500
New
$195K - $239K
500 $276K
Nov 03, 2025 Q3 2025
Significant Wealth Partners LLC

Cary, IL
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 30, 2025 Q3 2025
Hudson Value Partners, LLC

BUY
 -
500
New
$195K - $239K
500 $276K
Oct 29, 2025 Q3 2025
Dorval Corp

Maple Grove, MN
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 27, 2025 Q3 2025
Baugh & Associates, LLC

BUY
 -
500
New
$195K - $239K
500 $276K
Oct 23, 2025 Q3 2025
Landmark Wealth Management, Inc.

Normal, IL
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 27, 2025 Q3 2025
Orin Green Financial, LLC

BUY
 -
499
New
$195K - $238K
499 $275K
Nov 14, 2025 Q3 2025
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
497
New
$194K - $237K
497 $274K
Nov 06, 2025 Q3 2025
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
497
+ 3.48%
$194K - $237K
14.8K $8.17M
Oct 15, 2025 Q3 2025
Alliance Wealth Advisors, LLC

BUY
 -
496
New
$194K - $237K
496 $274K
Nov 12, 2025 Q3 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
495
+ 3.18%
$194K - $236K
16K $8.86M
Nov 04, 2025 Q3 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
495
+ 2.42%
$194K - $236K
21K $11.6M
Oct 30, 2025 Q3 2025
Brandywine Oak Private Wealth LLC

BUY
 -
493
New
$193K - $235K
493 $272K
Oct 22, 2025 Q3 2025
Gries Financial LLC

Cleveland, OH
BUY
 -
493
+ 40.51%
$193K - $235K
1.71K $944K
Oct 15, 2025 Q3 2025
Fmb Wealth Management

Westlake Village, CA
BUY
 -
493
New
$193K - $235K
493 $272K
Nov 06, 2025 Q3 2025
Lyell Wealth Management, LP

BUY
 -
492
+ 1.32%
$192K - $235K
37.9K $20.9M
Oct 17, 2025 Q3 2025
Sunburst Financial Group, LLC

BUY
 -
491
New
$192K - $234K
491 $271K
Oct 16, 2025 Q3 2025
Marotta Asset Management

BUY
 -
491
New
$192K - $234K
491 $271K
Oct 29, 2025 Q3 2025
Middleton & CO Inc

BUY
 -
490
New
$192K - $234K
490 $271K
Nov 12, 2025 Q3 2025
Pfg Advisors

BUY
 -
489
+ 2.81%
$191K - $233K
17.9K $9.87M
Nov 12, 2025 Q3 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
488
New
$191K - $233K
488 $269K
Oct 23, 2025 Q3 2025
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
488
New
$191K - $233K
488 $269K
Nov 12, 2025 Q3 2025
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
487
+ 13.34%
$190K - $232K
4.14K $2.28M
Oct 27, 2025 Q3 2025
Gerber, LLC

Columbus, OH
BUY
 -
487
New
$190K - $232K
487 $269K
Nov 05, 2025 Q3 2025
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
486
New
$190K - $232K
486 $268K
Oct 30, 2025 Q3 2025
Osborne Partners Capital Management, LLC

BUY
 -
485
+ 8.03%
$190K - $231K
6.53K $3.6M
Oct 20, 2025 Q3 2025
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
485
+ 13.26%
$190K - $231K
4.14K $2.29M
Nov 10, 2025 Q3 2025
Wrenne Financial Planning LLC

Lexington, KY
BUY
 -
484
New
$189K - $231K
484 $267K
Oct 16, 2025 Q3 2025
Carnegie Capital Asset Management, LLC

BUY
 -
482
+ 14.32%
$188K - $230K
3.85K $2.12M
Oct 09, 2025 Q3 2025
Rydar Equities, Inc.

Weatherford, TX
BUY
 -
482
New
$188K - $230K
482 $266K
Nov 04, 2025 Q3 2025
Shayne & Co., LLC

BUY
 -
480
New
$188K - $229K
480 $265K
Oct 23, 2025 Q3 2025
Seneca Financial Advisors LLC

Rochester, NY
BUY
 -
479
New
$187K - $229K
479 $264K
Nov 04, 2025 Q3 2025
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
477
New
$186K - $228K
477 $263K
Nov 20, 2025 Q3 2025
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
476
New
$186K - $227K
476 $263K
Oct 29, 2025 Q3 2025
Archvest Wealth Advisors, Inc.

BUY
 -
475
New
$186K - $227K
475 $262K
Oct 27, 2025 Q3 2025
Sutton Place Investors LLC

Katonah, NY
BUY
 -
475
New
$186K - $227K
475 $262K
Nov 12, 2025 Q3 2025
First Long Island Investors, LLC

BUY
 -
474
New
$185K - $226K
474 $262K
Nov 06, 2025 Q3 2025
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
473
New
$185K - $226K
473 $261K
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
473
+ 18.35%
$185K - $226K
3.05K $1.68M
Oct 29, 2025 Q3 2025
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
473
New
$185K - $226K
473 $261K
Nov 06, 2025 Q3 2025
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
471
New
$184K - $225K
471 $260K
Nov 05, 2025 Q3 2025
Burt Wealth Advisors

BUY
 -
471
New
$184K - $225K
471 $260K
Oct 30, 2025 Q3 2025
Mokan Wealth Management Inc.

Overland Park, KS
BUY
 -
471
New
$184K - $225K
471 $260K
Nov 12, 2025 Q3 2025
Boston Family Office LLC

Boston, MA
BUY
 -
470
+ 14.49%
$184K - $224K
3.71K $2.05M

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