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 13, 2025
Q3 2025
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
20+ 0.07% |
$7.82K - $9.54K
|
30.4K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 1.18% |
$7.82K - $9.54K
|
1.72K
$949K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
20+ 0.25% |
$7.82K - $9.54K
|
8.01K
$4.42M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
19+ 1.46% |
$7.43K - $9.07K
|
1.32K
$729K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
19+ 3.17% |
$7.43K - $9.07K
|
619
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.41% |
$7.04K - $8.59K
|
4.43K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
18+ 0.64% |
$7.04K - $8.59K
|
2.82K
$1.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.63% |
$7.04K - $8.59K
|
1.12K
$619K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
18+ 1.48% |
$7.04K - $8.59K
|
1.23K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17+ 1.87% |
$6.65K - $8.11K
|
926
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17+ 1.68% |
$6.65K - $8.11K
|
1.03K
$568K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
16+ 1.68% |
$6.25K - $7.63K
|
971
$536K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
16+ 0.97% |
$6.25K - $7.63K
|
1.66K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 4.0% |
$6.25K - $7.63K
|
416
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
16+ 1.56% |
$6.25K - $7.63K
|
1.04K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 1.24% |
$6.25K - $7.63K
|
1.3K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
16+ 0.33% |
$6.25K - $7.63K
|
4.89K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
16+ 0.83% |
$6.25K - $7.63K
|
1.95K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
16+ 1.15% |
$6.25K - $7.63K
|
1.41K
$778K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16+ 1.96% |
$6.25K - $7.63K
|
831
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 0.57% |
$6.25K - $7.63K
|
2.81K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16+ 1.88% |
$6.25K - $7.63K
|
868
$479K
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15+ 1.06% |
$5.86K - $7.16K
|
1.43K
$787K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 2.22% |
$5.86K - $7.16K
|
692
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
14+ 1.55% |
$5.47K - $6.68K
|
917
$506K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
14+ 0.39% |
$5.47K - $6.68K
|
3.6K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
14+ 1.9% |
$5.47K - $6.68K
|
752
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 1.64% |
$5.47K - $6.68K
|
870
$480K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14+ 1.84% |
$5.47K - $6.68K
|
776
$428K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14+ 0.67% |
$5.47K - $6.68K
|
2.1K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14+ 0.72% |
$5.47K - $6.68K
|
1.96K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14New |
$5.47K - $6.68K
|
14
$7.73K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
13+ 0.96% |
$5.08K - $6.2K
|
1.37K
$757K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 2.25% |
$5.08K - $6.2K
|
591
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13+ 0.52% |
$5.08K - $6.2K
|
2.51K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.45% |
$5.08K - $6.2K
|
2.88K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
13New |
$5.08K - $6.2K
|
13
$7.18K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
13+ 0.06% |
$5.08K - $6.2K
|
20.7K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
13+ 2.05% |
$5.08K - $6.2K
|
648
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
13+ 1.53% |
$5.08K - $6.2K
|
863
$476K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
12+ 1.24% |
$4.69K - $5.73K
|
979
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 0.26% |
$4.69K - $5.73K
|
4.58K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 1.42% |
$4.69K - $5.73K
|
856
$473K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12+ 0.77% |
$4.69K - $5.73K
|
1.56K
$863K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
12+ 0.61% |
$4.69K - $5.73K
|
1.98K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
12+ 1.52% |
$4.69K - $5.73K
|
803
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 1.09% |
$4.3K - $5.25K
|
1.02K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
11+ 0.33% |
$4.3K - $5.25K
|
3.3K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 0.43% |
$4.3K - $5.25K
|
2.57K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11+ 0.92% |
$4.3K - $5.25K
|
1.2K
$664K
|
|