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
|
Evoke Wealth, LLC
|
BUY
|
- |
334+ 9.66% |
$131K - $159K
|
3.79K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
334+ 0.3% |
$131K - $159K
|
113K
$62.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
333+ 1.68% |
$130K - $159K
|
20.1K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
333+ 2.6% |
$130K - $159K
|
13.1K
$7.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
333+ 5.57% |
$130K - $159K
|
6.32K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
332New |
$130K - $158K
|
332
$183K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
331+ 6.84% |
$129K - $158K
|
5.17K
$2.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
331+ 28.31% |
$129K - $158K
|
1.5K
$828K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
329+ 6.13% |
$129K - $157K
|
5.69K
$3.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
328+ 2.02% |
$128K - $157K
|
16.6K
$9.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326+ 11.95% |
$127K - $156K
|
3.05K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
324+ 0.76% |
$127K - $155K
|
42.8K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
323+ 29.39% |
$126K - $154K
|
1.42K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
320+ 21.86% |
$125K - $153K
|
1.78K
$985K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
317+ 10.11% |
$124K - $151K
|
3.45K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
312New |
$122K - $149K
|
312
$172K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
309+ 2.77% |
$121K - $147K
|
11.5K
$6.33M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
308+ 14.73% |
$120K - $147K
|
2.4K
$1.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
306+ 12.43% |
$120K - $146K
|
2.77K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
305+ 1.14% |
$119K - $146K
|
27K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
304+ 4.8% |
$119K - $145K
|
6.64K
$3.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
304+ 1.31% |
$119K - $145K
|
23.5K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
298+ 7.21% |
$116K - $142K
|
4.43K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
296+ 45.96% |
$116K - $141K
|
940
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
293New |
$115K - $140K
|
293
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
284+ 2.76% |
$111K - $136K
|
10.6K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
284+ 9.24% |
$111K - $136K
|
3.36K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
284+ 5.4% |
$111K - $136K
|
5.55K
$3.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
279+ 16.44% |
$109K - $133K
|
1.98K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
279+ 14.95% |
$109K - $133K
|
2.15K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
276+ 13.93% |
$108K - $132K
|
2.26K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
275+ 20.9% |
$108K - $131K
|
1.59K
$878K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
274+ 22.17% |
$107K - $131K
|
1.51K
$834K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
274+ 1370.0% |
$107K - $131K
|
294
$162K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
271+ 17.01% |
$106K - $129K
|
1.86K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
268+ 1.16% |
$105K - $128K
|
23.3K
$12.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
268+ 48.2% |
$105K - $128K
|
824
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
267+ 15.96% |
$104K - $127K
|
1.94K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
266+ 4.77% |
$104K - $127K
|
5.85K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
265+ 1.09% |
$104K - $126K
|
24.6K
$13.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
265+ 15.37% |
$104K - $126K
|
1.99K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
262+ 2.63% |
$102K - $125K
|
10.2K
$5.64M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
261+ 81.31% |
$102K - $125K
|
582
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
259+ 7.92% |
$101K - $124K
|
3.53K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
257+ 0.85% |
$100K - $123K
|
30.5K
$16.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
256+ 7.76% |
$100K - $122K
|
3.55K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
255+ 43.52% |
$99.7K - $122K
|
841
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
253+ 88.77% |
$98.9K - $121K
|
538
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
253+ 2.1% |
$98.9K - $121K
|
12.3K
$6.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
248+ 9.55% |
$96.9K - $118K
|
2.84K
$1.57M
|
|