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 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
440+ 7.06% |
$172K - $210K
|
6.67K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
440New |
$172K - $210K
|
440
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
440New |
$172K - $210K
|
440
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
438New |
$171K - $209K
|
438
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
436New |
$170K - $208K
|
436
$241K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
436New |
$170K - $208K
|
436
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Humankind Investments LLC
|
BUY
|
- |
434New |
$170K - $207K
|
434
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
434New |
$170K - $207K
|
434
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
431New |
$168K - $206K
|
431
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
430New |
$168K - $205K
|
430
$237K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
429New |
$168K - $205K
|
429
$237K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
428New |
$167K - $204K
|
428
$236K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
427New |
$167K - $204K
|
427
$236K
|
|
|
Nov 17, 2025
Q3 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
426New |
$167K - $203K
|
426
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
425New |
$166K - $203K
|
425
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
425New |
$166K - $203K
|
425
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
424New |
$166K - $202K
|
424
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
423New |
$165K - $202K
|
423
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
423New |
$165K - $202K
|
423
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
421New |
$165K - $201K
|
421
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
421New |
$165K - $201K
|
421
$232K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
420+ 3.77% |
$164K - $200K
|
11.6K
$6.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
419New |
$164K - $200K
|
419
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
417+ 20.25% |
$163K - $199K
|
2.48K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
417+ 3.78% |
$163K - $199K
|
11.4K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
416+ 14.58% |
$163K - $198K
|
3.27K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
412+ 5.9% |
$161K - $197K
|
7.4K
$4.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
408+ 2.74% |
$159K - $195K
|
15.3K
$8.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.29% |
$156K - $191K
|
137K
$75.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
400New |
$156K - $191K
|
400
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
392+ 3.9% |
$153K - $187K
|
10.5K
$5.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
387+ 10.26% |
$151K - $185K
|
4.16K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
381+ 4.99% |
$149K - $182K
|
8.02K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
378+ 15.65% |
$148K - $180K
|
2.79K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
375+ 15.07% |
$147K - $179K
|
2.86K
$1.58M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
369+ 66.97% |
$144K - $176K
|
920
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
368+ 10.5% |
$144K - $176K
|
3.87K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
357+ 27.46% |
$140K - $170K
|
1.66K
$915K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
356+ 7.14% |
$139K - $170K
|
5.34K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
355+ 12.54% |
$139K - $169K
|
3.19K
$1.76M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
350+ 26.84% |
$137K - $167K
|
1.65K
$913K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
346+ 3.72% |
$135K - $165K
|
9.64K
$5.32M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
344New |
$134K - $164K
|
344
$190K
|
|