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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
280+ 6.02% |
$135K - $164K
|
4.93K
$2.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
270+ 20.52% |
$130K - $158K
|
1.59K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
267+ 15.51% |
$128K - $156K
|
1.99K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
243+ 7.17% |
$117K - $142K
|
3.63K
$2.01M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
236+ 14.29% |
$113K - $138K
|
1.89K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
228+ 28.9% |
$110K - $133K
|
1.02K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
221+ 14.46% |
$106K - $129K
|
1.75K
$966K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
220+ 7.92% |
$106K - $129K
|
3K
$1.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
219+ 5.34% |
$105K - $128K
|
4.32K
$2.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
217+ 4.04% |
$104K - $127K
|
5.59K
$3.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
215+ 2.55% |
$103K - $126K
|
8.63K
$4.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
214+ 11.32% |
$103K - $125K
|
2.1K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
213+ 6.57% |
$102K - $125K
|
3.46K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
209+ 15.4% |
$100K - $122K
|
1.57K
$865K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
176+ 12.16% |
$84.6K - $103K
|
1.62K
$896K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
175+ 14.96% |
$84.1K - $102K
|
1.35K
$743K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173+ 12.51% |
$83.2K - $101K
|
1.56K
$859K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
162New |
$77.9K - $94.8K
|
162
$89.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
156+ 3.85% |
$75K - $91.3K
|
4.21K
$2.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
150+ 39.79% |
$72.1K - $87.8K
|
527
$291K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
146+ 12.94% |
$70.2K - $85.5K
|
1.27K
$703K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
143+ 2.68% |
$68.8K - $83.7K
|
5.48K
$3.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
138+ 5.75% |
$66.4K - $80.8K
|
2.54K
$1.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
134+ 3.16% |
$64.4K - $78.5K
|
4.38K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
129+ 1.01% |
$62K - $75.5K
|
12.9K
$7.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
125+ 20.63% |
$60.1K - $73.2K
|
731
$404K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 2.41% |
$60.1K - $73.2K
|
5.3K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
117+ 13.51% |
$56.3K - $68.5K
|
983
$543K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
107+ 19.14% |
$51.4K - $62.6K
|
666
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
107+ 12.74% |
$51.4K - $62.6K
|
947
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
103+ 1.27% |
$49.5K - $60.3K
|
8.19K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
101+ 11.4% |
$48.6K - $59.1K
|
987
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
100New |
$48.1K - $58.5K
|
100
$55.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 4.48% |
$48.1K - $58.5K
|
2.33K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
99+ 5.82% |
$47.6K - $58K
|
1.8K
$994K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
98+ 13.92% |
$47.1K - $57.4K
|
802
$443K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
95+ 18.77% |
$45.7K - $55.6K
|
601
$332K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
90+ 16.36% |
$43.3K - $52.7K
|
640
$353K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
89+ 18.74% |
$42.8K - $52.1K
|
564
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
84+ 6.24% |
$40.4K - $49.2K
|
1.43K
$789K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
79+ 59.4% |
$38K - $46.3K
|
212
$117K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 7.24% |
$36.1K - $43.9K
|
1.11K
$613K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
72New |
$34.6K - $42.2K
|
72
$39.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
69+ 8.66% |
$33.2K - $40.4K
|
866
$478K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
66+ 1.72% |
$31.7K - $38.6K
|
3.9K
$2.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.76% |
$30.3K - $36.9K
|
8.39K
$4.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
62+ 2.26% |
$29.8K - $36.3K
|
2.8K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
60+ 7.68% |
$28.8K - $35.1K
|
841
$464K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
60+ 12.05% |
$28.8K - $35.1K
|
558
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.45% |
$28.4K - $34.5K
|
13.3K
$7.35M
|
|