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 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 1.33% |
$11.7K - $14.3K
|
2.29K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
30+ 5.0% |
$11.7K - $14.3K
|
630
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
30+ 0.78% |
$11.7K - $14.3K
|
3.89K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
29+ 1.68% |
$11.3K - $13.8K
|
1.75K
$967K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
29+ 0.57% |
$11.3K - $13.8K
|
5.12K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 2.72% |
$11.3K - $13.8K
|
1.1K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
29+ 1.91% |
$11.3K - $13.8K
|
1.55K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
29+ 29.0% |
$11.3K - $13.8K
|
129
$71.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28+ 4.47% |
$10.9K - $13.4K
|
654
$361K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
28+ 2.23% |
$10.9K - $13.4K
|
1.28K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
28+ 0.11% |
$10.9K - $13.4K
|
26.5K
$14.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
28+ 0.82% |
$10.9K - $13.4K
|
3.44K
$1.9M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
27+ 0.55% |
$10.6K - $12.9K
|
4.98K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.54% |
$10.6K - $12.9K
|
5.03K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
27+ 0.17% |
$10.6K - $12.9K
|
16.1K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
27+ 1.8% |
$10.6K - $12.9K
|
1.53K
$844K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
27+ 5.66% |
$10.6K - $12.9K
|
504
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
27+ 0.64% |
$10.6K - $12.9K
|
4.22K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
27+ 0.74% |
$10.6K - $12.9K
|
3.65K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 4.55% |
$10.6K - $12.9K
|
620
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 26.21% |
$10.6K - $12.9K
|
130
$71.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
26+ 5.2% |
$10.2K - $12.4K
|
526
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26+ 1.27% |
$10.2K - $12.4K
|
2.07K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
26+ 2.23% |
$10.2K - $12.4K
|
1.19K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
26+ 0.11% |
$10.2K - $12.4K
|
24.7K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 1.35% |
$10.2K - $12.4K
|
1.95K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 1.65% |
$10.2K - $12.4K
|
1.6K
$885K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
26+ 1.07% |
$10.2K - $12.4K
|
2.47K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 6.77% |
$10.2K - $12.4K
|
410
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
25+ 2.48% |
$9.77K - $11.9K
|
1.03K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 4.27% |
$9.77K - $11.9K
|
611
$337K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 1.01% |
$9.77K - $11.9K
|
2.51K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
25+ 12.95% |
$9.77K - $11.9K
|
218
$120K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
25+ 1.6% |
$9.77K - $11.9K
|
1.59K
$879K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
25+ 0.79% |
$9.77K - $11.9K
|
3.18K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
24+ 1.14% |
$9.38K - $11.5K
|
2.12K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
24+ 3.69% |
$9.38K - $11.5K
|
675
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
24+ 0.18% |
$9.38K - $11.5K
|
13.3K
$7.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
24+ 2.37% |
$9.38K - $11.5K
|
1.04K
$572K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
23+ 1.47% |
$8.99K - $11K
|
1.59K
$876K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 0.66% |
$8.99K - $11K
|
3.53K
$1.95M
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
22+ 2.96% |
$8.6K - $10.5K
|
765
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
22+ 0.63% |
$8.6K - $10.5K
|
3.5K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 1.05% |
$8.6K - $10.5K
|
2.13K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 3.49% |
$8.6K - $10.5K
|
653
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 1.55% |
$8.6K - $10.5K
|
1.44K
$796K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21+ 0.03% |
$8.21K - $10K
|
81K
$44.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
BUY
|
- |
21+ 0.9% |
$8.21K - $10K
|
2.36K
$1.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
21+ 3.34% |
$8.21K - $10K
|
649
$358K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 1.83% |
$8.21K - $10K
|
1.17K
$645K
|
|