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 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
47+ 1.64% |
$18.4K - $22.4K
|
2.91K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
46+ 40.0% |
$18K - $21.9K
|
161
$88.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
46+ 2.76% |
$18K - $21.9K
|
1.72K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
45+ 0.92% |
$17.6K - $21.5K
|
4.94K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
45+ 2.72% |
$17.6K - $21.5K
|
1.7K
$937K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
45+ 5.83% |
$17.6K - $21.5K
|
817
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
45+ 4.71% |
$17.6K - $21.5K
|
1K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
44+ 1.42% |
$17.2K - $21K
|
3.15K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
44+ 3.44% |
$17.2K - $21K
|
1.32K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.64% |
$17.2K - $21K
|
6.95K
$3.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
44+ 1.54% |
$17.2K - $21K
|
2.9K
$1.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
43+ 0.67% |
$16.8K - $20.5K
|
6.47K
$3.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
43+ 14.14% |
$16.8K - $20.5K
|
347
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
41+ 7.85% |
$16K - $19.6K
|
563
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
41+ 27.33% |
$16K - $19.6K
|
191
$105K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
41+ 5.07% |
$16K - $19.6K
|
850
$469K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41+ 1.35% |
$16K - $19.6K
|
3.09K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
41+ 17.45% |
$16K - $19.6K
|
276
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.3% |
$15.6K - $19.1K
|
13.2K
$7.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
40+ 0.97% |
$15.6K - $19.1K
|
4.18K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
40+ 0.69% |
$15.6K - $19.1K
|
5.87K
$3.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 6.4% |
$15.6K - $19.1K
|
665
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
39+ 1.0% |
$15.2K - $18.6K
|
3.94K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
39+ 6.0% |
$15.2K - $18.6K
|
689
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
39+ 2.45% |
$15.2K - $18.6K
|
1.63K
$900K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
38+ 1.45% |
$14.9K - $18.1K
|
2.66K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
37+ 1.34% |
$14.5K - $17.7K
|
2.8K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 0.75% |
$14.5K - $17.7K
|
4.96K
$2.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
37+ 5.13% |
$14.5K - $17.7K
|
758
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.33% |
$14.1K - $17.2K
|
10.8K
$5.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36+ 1.11% |
$14.1K - $17.2K
|
3.29K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36+ 0.86% |
$14.1K - $17.2K
|
4.21K
$2.33M
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
35+ 6.62% |
$13.7K - $16.7K
|
564
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
35+ 3.06% |
$13.7K - $16.7K
|
1.18K
$650K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
35+ 5.84% |
$13.7K - $16.7K
|
634
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
35+ 4.14% |
$13.7K - $16.7K
|
881
$486K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
35+ 6.39% |
$13.7K - $16.7K
|
583
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
34+ 6.19% |
$13.3K - $16.2K
|
583
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
34+ 4.68% |
$13.3K - $16.2K
|
760
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
33+ 2.85% |
$12.9K - $15.7K
|
1.19K
$657K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
33+ 0.72% |
$12.9K - $15.7K
|
4.59K
$2.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
33+ 0.54% |
$12.9K - $15.7K
|
6.15K
$3.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
32+ 4.64% |
$12.5K - $15.3K
|
721
$398K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
32+ 4.0% |
$12.5K - $15.3K
|
832
$459K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$12.5K - $15.3K
|
7.03K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 2.6% |
$12.5K - $15.3K
|
1.26K
$698K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
32+ 0.43% |
$12.5K - $15.3K
|
7.46K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.49% |
$12.1K - $14.8K
|
6.36K
$3.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.33% |
$12.1K - $14.8K
|
613
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
30+ 3.13% |
$11.7K - $14.3K
|
987
$545K
|
|