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
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11+ 0.3% |
$4.3K - $5.25K
|
3.67K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11+ 0.8% |
$4.3K - $5.25K
|
1.38K
$763K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11+ 183.33% |
$4.3K - $5.25K
|
17
$9.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 5.88% |
$4.3K - $5.25K
|
198
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11+ 2.06% |
$4.3K - $5.25K
|
545
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11+ 0.69% |
$4.3K - $5.25K
|
1.61K
$888K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 1.01% |
$4.3K - $5.25K
|
1.1K
$609K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
10+ 1.46% |
$3.91K - $4.77K
|
697
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
10+ 0.59% |
$3.91K - $4.77K
|
1.69K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
10+ 1.1% |
$3.91K - $4.77K
|
915
$505K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10+ 0.97% |
$3.91K - $4.77K
|
1.04K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
10+ 0.66% |
$3.91K - $4.77K
|
1.54K
$848K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
10+ 0.26% |
$3.91K - $4.77K
|
3.85K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10+ 0.78% |
$3.91K - $4.77K
|
1.28K
$709K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
10+ 10.64% |
$3.91K - $4.77K
|
104
$57.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
10+ 0.84% |
$3.91K - $4.77K
|
1.2K
$665K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.07% |
$3.91K - $4.77K
|
15.1K
$8.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9+ 0.09% |
$3.52K - $4.29K
|
9.73K
$5.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.45% |
$3.52K - $4.29K
|
2K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9+ 1.13% |
$3.52K - $4.29K
|
807
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
9+ 0.67% |
$3.52K - $4.29K
|
1.36K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
9+ 0.26% |
$3.52K - $4.29K
|
3.49K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 9.18% |
$3.52K - $4.29K
|
107
$59.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9+ 0.09% |
$3.52K - $4.29K
|
9.79K
$5.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 11.84% |
$3.52K - $4.29K
|
85
$46.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.23% |
$3.52K - $4.29K
|
3.9K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$3.52K - $4.29K
|
11.4K
$6.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
9+ 6.04% |
$3.52K - $4.29K
|
158
$87.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 0.95% |
$3.13K - $3.82K
|
847
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
8+ 0.35% |
$3.13K - $3.82K
|
2.31K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8+ 0.68% |
$3.13K - $3.82K
|
1.18K
$654K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.2% |
$3.13K - $3.82K
|
3.98K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.58% |
$3.13K - $3.82K
|
1.39K
$766K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8+ 0.02% |
$3.13K - $3.82K
|
38.3K
$21.1M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8+ 1.73% |
$3.13K - $3.82K
|
471
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.06% |
$2.74K - $3.34K
|
12.2K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
7+ 0.34% |
$2.74K - $3.34K
|
2.1K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7+ 28.0% |
$2.74K - $3.34K
|
32
$17.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 0.34% |
$2.74K - $3.34K
|
2.08K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.55% |
$2.74K - $3.34K
|
1.29K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.14% |
$2.35K - $2.86K
|
4.15K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6+ 0.29% |
$2.35K - $2.86K
|
2.11K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.55% |
$2.35K - $2.86K
|
1.11K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 10.17% |
$2.35K - $2.86K
|
65
$35.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.37% |
$2.35K - $2.86K
|
1.63K
$901K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.42% |
$2.35K - $2.86K
|
1.44K
$797K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
6+ 0.72% |
$2.35K - $2.86K
|
837
$462K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 54.55% |
$2.35K - $2.86K
|
17
$9.38K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
6+ 0.2% |
$2.35K - $2.86K
|
3.01K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5New |
$1.95K - $2.39K
|
5
$2.76K
|
|