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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
230+ 34.33% |
$63K - $89.3K
|
900
$497K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
200+ 23.15% |
$54.8K - $77.6K
|
1.06K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
154+ 155.56% |
$42.2K - $59.8K
|
253
$140K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
149+ 23.99% |
$40.8K - $57.8K
|
770
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
145+ 2.38% |
$39.7K - $56.3K
|
6.23K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
139+ 33.1% |
$38.1K - $54K
|
559
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
136New |
$37.3K - $52.8K
|
136
$75.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 2.04% |
$35.6K - $50.5K
|
6.52K
$3.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
115New |
$31.5K - $44.6K
|
115
$63.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
110+ 2.61% |
$30.1K - $42.7K
|
4.32K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
107+ 4.95% |
$29.3K - $41.5K
|
2.27K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 10.34% |
$29K - $41.2K
|
1.13K
$624K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
102+ 8.52% |
$27.9K - $39.6K
|
1.3K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 69.18% |
$27.7K - $39.2K
|
247
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 1.75% |
$27.4K - $38.8K
|
5.81K
$3.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 8.22% |
$27.4K - $38.8K
|
1.32K
$727K
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
94+ 3.48% |
$25.8K - $36.5K
|
2.8K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$24.1K - $34.2K
|
88
$48.6K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
83New |
$22.7K - $32.2K
|
83
$45.8K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 8.17% |
$22.2K - $31.4K
|
1.07K
$592K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
73+ 7.78% |
$20K - $28.3K
|
1.01K
$558K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$19.7K - $28K
|
72
$39.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$18.9K - $26.8K
|
69
$38.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
66+ 2.75% |
$18.1K - $25.6K
|
2.46K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
61New |
$16.7K - $23.7K
|
61
$33.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 1.34% |
$13.7K - $19.4K
|
3.79K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
50+ 2.38% |
$13.7K - $19.4K
|
2.15K
$1.19M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
46+ 3.33% |
$12.6K - $17.9K
|
1.43K
$789K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
45+ 0.82% |
$12.3K - $17.5K
|
5.54K
$3.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
44+ 3.33% |
$12.1K - $17.1K
|
1.37K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
43+ 1.86% |
$11.8K - $16.7K
|
2.36K
$1.3M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
42+ 0.99% |
$11.5K - $16.3K
|
4.29K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 5.55% |
$11K - $15.5K
|
761
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 31.75% |
$11K - $15.5K
|
166
$91.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
37New |
$10.1K - $14.4K
|
37
$20.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
36+ 0.8% |
$9.86K - $14K
|
4.55K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 1.71% |
$9.86K - $14K
|
2.14K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34+ 1.36% |
$9.31K - $13.2K
|
2.53K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.24% |
$8.22K - $11.6K
|
2.45K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$671K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
28+ 5.86% |
$7.67K - $10.9K
|
506
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 0.61% |
$7.12K - $10.1K
|
4.28K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$6.85K - $9.71K
|
25
$13.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22+ 8.43% |
$6.03K - $8.54K
|
283
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 6.44% |
$5.75K - $8.15K
|
347
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.93K - $6.99K
|
6.32K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 6.2% |
$4.66K - $6.6K
|
291
$161K
|
|