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 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
133+ 16.34% |
$52K - $63.5K
|
947
$523K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
131+ 1.85% |
$51.2K - $62.5K
|
7.2K
$3.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
129+ 1.96% |
$50.4K - $61.6K
|
6.72K
$3.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
128+ 3.0% |
$50K - $61.1K
|
4.39K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
127+ 6.22% |
$49.6K - $60.6K
|
2.17K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
127+ 3.41% |
$49.6K - $60.6K
|
3.85K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
126+ 1.67% |
$49.3K - $60.1K
|
7.65K
$4.22M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
126+ 2.49% |
$49.3K - $60.1K
|
5.18K
$2.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
125+ 8.64% |
$48.9K - $59.6K
|
1.57K
$867K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
124+ 7.84% |
$48.5K - $59.2K
|
1.71K
$942K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123+ 0.5% |
$48.1K - $58.7K
|
24.8K
$13.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
122+ 17.4% |
$47.7K - $58.2K
|
823
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
121+ 1.21% |
$47.3K - $57.7K
|
10.2K
$5.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
121+ 6.11% |
$47.3K - $57.7K
|
2.1K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
118+ 12.43% |
$46.1K - $56.3K
|
1.07K
$589K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
118+ 9.66% |
$46.1K - $56.3K
|
1.34K
$739K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
117+ 12.83% |
$45.7K - $55.8K
|
1.03K
$568K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
115+ 2.93% |
$45K - $54.9K
|
4.04K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
115+ 0.57% |
$45K - $54.9K
|
20.3K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 6.09% |
$44.2K - $53.9K
|
1.97K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
113+ 13.44% |
$44.2K - $53.9K
|
954
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
112+ 18.67% |
$43.8K - $53.4K
|
712
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
112+ 5.77% |
$43.8K - $53.4K
|
2.05K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
111+ 21.51% |
$43.4K - $53K
|
627
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 9.14% |
$43K - $52.5K
|
1.31K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
110+ 2.69% |
$43K - $52.5K
|
4.2K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
109+ 19.43% |
$42.6K - $52K
|
670
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
107+ 2.05% |
$41.8K - $51.1K
|
5.33K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
107+ 0.31% |
$41.8K - $51.1K
|
34.2K
$18.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
104+ 33.12% |
$40.7K - $49.6K
|
418
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
103+ 14.57% |
$40.3K - $49.1K
|
810
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
103+ 11.18% |
$40.3K - $49.1K
|
1.02K
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
102+ 2.9% |
$39.9K - $48.7K
|
3.62K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
101+ 54.89% |
$39.5K - $48.2K
|
285
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 1.66% |
$39.1K - $47.7K
|
6.12K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
100+ 6.17% |
$39.1K - $47.7K
|
1.72K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
100+ 12.3% |
$39.1K - $47.7K
|
913
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 25.0% |
$39.1K - $47.7K
|
500
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
100+ 5.77% |
$39.1K - $47.7K
|
1.83K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
100+ 9.54% |
$39.1K - $47.7K
|
1.15K
$634K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.45% |
$39.1K - $47.7K
|
7K
$3.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
99+ 3.05% |
$38.7K - $47.2K
|
3.35K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
98+ 2.19% |
$38.3K - $46.8K
|
4.56K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
96+ 5.08% |
$37.5K - $45.8K
|
1.99K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
95+ 5.54% |
$37.1K - $45.3K
|
1.81K
$999K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
94+ 0.79% |
$36.7K - $44.9K
|
12K
$6.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
93+ 12.69% |
$36.4K - $44.4K
|
826
$456K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
91+ 9.09% |
$35.6K - $43.4K
|
1.09K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
91+ 0.22% |
$35.6K - $43.4K
|
41.9K
$23.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
91+ 8.58% |
$35.6K - $43.4K
|
1.15K
$635K
|
|