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
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.06% |
$782 - $954
|
3.21K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2+ 0.14% |
$782 - $954
|
1.41K
$777K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2+ 0.18% |
$782 - $954
|
1.14K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.31% |
$782 - $954
|
649
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.29% |
$782 - $954
|
690
$381K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2+ 0.25% |
$782 - $954
|
804
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.31% |
$782 - $954
|
642
$354K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 3.77% |
$782 - $954
|
55
$30.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2+ 0.01% |
$782 - $954
|
22.2K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2+ 0.37% |
$782 - $954
|
541
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 1.23% |
$782 - $954
|
164
$90.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2+ 0.22% |
$782 - $954
|
911
$503K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2+ 0.24% |
$782 - $954
|
841
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 5.88% |
$782 - $954
|
36
$19.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2+ 0.07% |
$782 - $954
|
2.71K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$782 - $954
|
2.78K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2+ 0.16% |
$782 - $954
|
1.26K
$695K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2+ 11.76% |
$782 - $954
|
19
$10.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
2+ 0.08% |
$782 - $954
|
2.55K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.11% |
$782 - $954
|
1.81K
$996K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.12% |
$782 - $954
|
1.62K
$894K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2+ 0.12% |
$782 - $954
|
1.61K
$888K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
2+ 0.09% |
$782 - $954
|
2.34K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$782 - $954
|
2
$1.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.27% |
$782 - $954
|
751
$415K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.15% |
$782 - $954
|
1.33K
$736K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 6.67% |
$782 - $954
|
32
$17.7K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1+ 0.09% |
$391 - $477
|
1.16K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.06% |
$391 - $477
|
1.66K
$917K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1+ 0.45% |
$391 - $477
|
223
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1+ 0.06% |
$391 - $477
|
1.68K
$929K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
1+ 0.03% |
$391 - $477
|
3.5K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$391 - $477
|
1.59K
$879K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.14% |
$391 - $477
|
707
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1+ 0.1% |
$391 - $477
|
977
$539K
|
|
|
Nov 12, 2025
Q3 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.37K
$756K
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.34K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.39K
$765K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.45K
$800K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.29% |
$391 - $477
|
346
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1+ 0.16% |
$391 - $477
|
610
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.46% |
$391 - $477
|
218
$120K
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.14% |
$391 - $477
|
707
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.08% |
$391 - $477
|
1.26K
$696K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.68% |
$391 - $477
|
148
$81.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.05% |
$391 - $477
|
2.02K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 1.06% |
$391 - $477
|
95
$52.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$391 - $477
|
216
$119K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$391 - $477
|
1.19K
$659K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.18% |
$391 - $477
|
548
$303K
|
|