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 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
192+ 13.84% |
$75.1K - $91.6K
|
1.58K
$872K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190+ 18.83% |
$74.3K - $90.7K
|
1.2K
$662K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
190+ 11.63% |
$74.3K - $90.7K
|
1.82K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
190+ 4.72% |
$74.3K - $90.7K
|
4.21K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
188+ 1.41% |
$73.5K - $89.7K
|
13.5K
$7.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
188+ 0.93% |
$73.5K - $89.7K
|
20.4K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
185+ 17.03% |
$72.3K - $88.3K
|
1.27K
$702K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
185+ 3.3% |
$72.3K - $88.3K
|
5.78K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
184+ 0.28% |
$71.9K - $87.8K
|
64.8K
$35.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
184New |
$71.9K - $87.8K
|
184
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
183+ 1.94% |
$71.5K - $87.3K
|
9.62K
$5.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
181+ 1.87% |
$70.8K - $86.4K
|
9.87K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
180+ 18.54% |
$70.4K - $85.9K
|
1.15K
$635K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
179+ 18.82% |
$70K - $85.4K
|
1.13K
$624K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 18.79% |
$69.2K - $84.5K
|
1.12K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
177+ 7.79% |
$69.2K - $84.5K
|
2.45K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
176+ 2.52% |
$68.8K - $84K
|
7.15K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
173+ 8.18% |
$67.6K - $82.5K
|
2.29K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 24.61% |
$67.6K - $82.5K
|
876
$484K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
172+ 2.11% |
$67.2K - $82.1K
|
8.31K
$4.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
171+ 5.64% |
$66.8K - $81.6K
|
3.21K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
169+ 0.8% |
$66.1K - $80.6K
|
21.4K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
166+ 0.92% |
$64.9K - $79.2K
|
18.2K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
165+ 4.97% |
$64.5K - $78.7K
|
3.48K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
164+ 7.98% |
$64.1K - $78.3K
|
2.22K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 22.03% |
$63.7K - $77.8K
|
903
$499K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
162+ 5.04% |
$63.3K - $77.3K
|
3.38K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162+ 4.42% |
$63.3K - $77.3K
|
3.83K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
161+ 2.0% |
$62.9K - $76.8K
|
8.21K
$4.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159+ 1.36% |
$62.2K - $75.9K
|
11.8K
$6.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.39% |
$61.4K - $74.9K
|
11.4K
$6.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
154+ 2.85% |
$60.2K - $73.5K
|
5.57K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
151+ 2.04% |
$59K - $72K
|
7.55K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
150+ 15.87% |
$58.6K - $71.6K
|
1.1K
$604K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
149+ 5.57% |
$58.2K - $71.1K
|
2.82K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
149+ 1.0% |
$58.2K - $71.1K
|
15K
$8.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
149+ 14.81% |
$58.2K - $71.1K
|
1.16K
$638K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
148+ 17.43% |
$57.9K - $70.6K
|
997
$550K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147+ 0.07% |
$57.5K - $70.1K
|
224K
$123M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
147+ 1.17% |
$57.5K - $70.1K
|
12.7K
$7M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
145+ 0.69% |
$56.7K - $69.2K
|
21.3K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
144+ 18.41% |
$56.3K - $68.7K
|
926
$511K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
144+ 14.29% |
$56.3K - $68.7K
|
1.15K
$636K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
142New |
$55.5K - $67.8K
|
142
$78.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
140+ 9.75% |
$54.7K - $66.8K
|
1.58K
$870K
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
139+ 11.63% |
$54.3K - $66.3K
|
1.33K
$736K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
139+ 2.76% |
$54.3K - $66.3K
|
5.17K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
138+ 14.21% |
$53.9K - $65.8K
|
1.11K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
138+ 22.33% |
$53.9K - $65.8K
|
756
$417K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
136+ 3.55% |
$53.2K - $64.9K
|
3.97K
$2.19M
|
|