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 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5+ 1.22% |
$1.95K - $2.39K
|
416
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.46% |
$1.95K - $2.39K
|
1.1K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
5+ 0.61% |
$1.95K - $2.39K
|
822
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5+ 0.01% |
$1.95K - $2.39K
|
36.1K
$19.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.2% |
$1.95K - $2.39K
|
2.48K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
5+ 0.94% |
$1.95K - $2.39K
|
538
$297K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.94% |
$1.95K - $2.39K
|
538
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.2% |
$1.95K - $2.39K
|
2.46K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
5+ 0.76% |
$1.95K - $2.39K
|
661
$365K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$1.95K - $2.39K
|
5
$2.76K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
5+ 0.81% |
$1.95K - $2.39K
|
622
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5+ 0.77% |
$1.95K - $2.39K
|
656
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.95K - $2.39K
|
1.19K
$659K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.33% |
$1.95K - $2.39K
|
1.54K
$851K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
5+ 0.36% |
$1.95K - $2.39K
|
1.39K
$770K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5+ 13.16% |
$1.95K - $2.39K
|
43
$23.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.18% |
$1.95K - $2.39K
|
2.75K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.95K - $2.39K
|
2.18K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 25.0% |
$1.95K - $2.39K
|
25
$13.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.23% |
$1.95K - $2.39K
|
2.22K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
CALL |
4+ 10.53% |
$1.56K - $1.91K
|
42
$23.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.22% |
$1.56K - $1.91K
|
1.79K
$990K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.14% |
$1.56K - $1.91K
|
2.87K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.18% |
$1.56K - $1.91K
|
2.28K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
4+ 0.39% |
$1.56K - $1.91K
|
1.02K
$561K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.39% |
$1.56K - $1.91K
|
1.04K
$575K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.56K - $1.91K
|
743
$410K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.29% |
$1.56K - $1.91K
|
1.38K
$760K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.48% |
$1.56K - $1.91K
|
839
$463K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
4+ 12.5% |
$1.56K - $1.91K
|
36
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
3+ 30.0% |
$1.17K - $1.43K
|
13
$7.18K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.07% |
$1.17K - $1.43K
|
4.51K
$2.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.59% |
$1.17K - $1.43K
|
515
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3+ 0.21% |
$1.17K - $1.43K
|
1.45K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.05% |
$1.17K - $1.43K
|
5.5K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3+ 150.0% |
$1.17K - $1.43K
|
5
$2.76K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3+ 0.3% |
$1.17K - $1.43K
|
1K
$553K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.05% |
$1.17K - $1.43K
|
6.63K
$3.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3+ 0.34% |
$1.17K - $1.43K
|
889
$491K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3+ 0.3% |
$1.17K - $1.43K
|
1.01K
$559K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$1.17K - $1.43K
|
2.21K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$1.17K - $1.43K
|
3.98K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.38% |
$1.17K - $1.43K
|
786
$434K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.17% |
$1.17K - $1.43K
|
1.78K
$981K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.17K - $1.43K
|
2.05K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.24% |
$1.17K - $1.43K
|
1.23K
$681K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.39% |
$1.17K - $1.43K
|
771
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$1.17K - $1.43K
|
1.65K
$912K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3+ 0.53% |
$1.17K - $1.43K
|
571
$315K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$782 - $954
|
1.5K
$828K
|
|