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 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
90+ 14.83% |
$35.2K - $42.9K
|
697
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
88+ 8.26% |
$34.4K - $42K
|
1.15K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
88+ 13.25% |
$34.4K - $42K
|
752
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
86+ 0.74% |
$33.6K - $41K
|
11.7K
$6.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86+ 3.47% |
$33.6K - $41K
|
2.56K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
86+ 3.56% |
$33.6K - $41K
|
2.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
85+ 37.78% |
$33.2K - $40.6K
|
310
$171K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
85+ 11.71% |
$33.2K - $40.6K
|
811
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
84+ 0.64% |
$32.8K - $40.1K
|
13.3K
$7.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84+ 3.12% |
$32.8K - $40.1K
|
2.78K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
84+ 1.38% |
$32.8K - $40.1K
|
6.19K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
83+ 0.81% |
$32.4K - $39.6K
|
10.3K
$5.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
83+ 0.46% |
$32.4K - $39.6K
|
18K
$9.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
82+ 1.15% |
$32.1K - $39.1K
|
7.21K
$3.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
82+ 3.43% |
$32.1K - $39.1K
|
2.47K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
82+ 3.14% |
$32.1K - $39.1K
|
2.69K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
81+ 2.94% |
$31.7K - $38.6K
|
2.83K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
81+ 1.9% |
$31.7K - $38.6K
|
4.34K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
81+ 0.97% |
$31.7K - $38.6K
|
8.45K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
81+ 6.27% |
$31.7K - $38.6K
|
1.37K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
81+ 4.44% |
$31.7K - $38.6K
|
1.91K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
80+ 1.54% |
$31.3K - $38.2K
|
5.27K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80+ 1.76% |
$31.3K - $38.2K
|
4.62K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
80+ 4.66% |
$31.3K - $38.2K
|
1.8K
$992K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
78+ 3.72% |
$30.5K - $37.2K
|
2.18K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
78+ 30.23% |
$30.5K - $37.2K
|
336
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
76+ 9.2% |
$29.7K - $36.3K
|
902
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
76+ 11.39% |
$29.7K - $36.3K
|
743
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 8.44% |
$29.3K - $35.8K
|
964
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
75+ 3.34% |
$29.3K - $35.8K
|
2.32K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
74+ 8.18% |
$28.9K - $35.3K
|
979
$540K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74+ 3.51% |
$28.9K - $35.3K
|
2.18K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
74New |
$28.9K - $35.3K
|
74
$40.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.1% |
$28.9K - $35.3K
|
3.59K
$1.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
73+ 3.12% |
$28.5K - $34.8K
|
2.41K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
73+ 1.18% |
$28.5K - $34.8K
|
6.25K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
72+ 2.48% |
$28.1K - $34.4K
|
2.97K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70+ 1.69% |
$27.4K - $33.4K
|
4.21K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70+ 44.03% |
$27.4K - $33.4K
|
229
$126K
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
70+ 12.2% |
$27.4K - $33.4K
|
644
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
69+ 7.01% |
$27K - $32.9K
|
1.05K
$581K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
68+ 8.8% |
$26.6K - $32.4K
|
841
$464K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
68New |
$26.6K - $32.4K
|
68
$37.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
68+ 0.49% |
$26.6K - $32.4K
|
13.9K
$7.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
68+ 0.88% |
$26.6K - $32.4K
|
7.76K
$4.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
67+ 0.62% |
$26.2K - $32K
|
10.9K
$6.01M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
66+ 6.9% |
$25.8K - $31.5K
|
1.02K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
66+ 7.04% |
$25.8K - $31.5K
|
1K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
66+ 0.04% |
$25.8K - $31.5K
|
157K
$86.7M
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
63+ 7.94% |
$24.6K - $30.1K
|
856
$473K
|
|