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 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
57+ 0.61% |
$27.4K - $33.4K
|
9.33K
$5.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
55+ 12.85% |
$26.4K - $32.2K
|
483
$267K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
53New |
$25.5K - $31K
|
53
$29.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.12% |
$25.5K - $31K
|
44.2K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
52+ 1.89% |
$25K - $30.4K
|
2.8K
$1.54M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
52+ 3.03% |
$25K - $30.4K
|
1.77K
$977K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 2.49% |
$24.5K - $29.9K
|
2.1K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
49+ 0.59% |
$23.6K - $28.7K
|
8.29K
$4.57M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
49+ 3.83% |
$23.6K - $28.7K
|
1.33K
$733K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 10.79% |
$23.1K - $28.1K
|
493
$272K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48+ 2.31% |
$23.1K - $28.1K
|
2.13K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
46+ 1.4% |
$22.1K - $26.9K
|
3.32K
$1.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
45+ 8.23% |
$21.6K - $26.3K
|
592
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
45+ 3.12% |
$21.6K - $26.3K
|
1.49K
$822K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
44+ 4.7% |
$21.2K - $25.8K
|
980
$541K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
44+ 3.21% |
$21.2K - $25.8K
|
1.42K
$781K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
44+ 1.5% |
$21.2K - $25.8K
|
2.97K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
41+ 7.98% |
$19.7K - $24K
|
555
$306K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
41+ 1.55% |
$19.7K - $24K
|
2.68K
$1.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
40+ 6.35% |
$19.2K - $23.4K
|
670
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 2.5% |
$18.8K - $22.8K
|
1.6K
$882K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
36+ 7.2% |
$17.3K - $21.1K
|
536
$296K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
35+ 140.0% |
$16.8K - $20.5K
|
60
$33.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
33+ 1.03% |
$15.9K - $19.3K
|
3.25K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
33+ 2.03% |
$15.9K - $19.3K
|
1.66K
$914K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32+ 6.5% |
$15.4K - $18.7K
|
524
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
31+ 1.09% |
$14.9K - $18.2K
|
2.89K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.82% |
$14.9K - $18.2K
|
843
$465K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
30+ 0.51% |
$14.4K - $17.6K
|
5.97K
$3.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
30+ 4.97% |
$14.4K - $17.6K
|
634
$350K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
30+ 2.31% |
$14.4K - $17.6K
|
1.33K
$734K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 40.0% |
$14.4K - $17.6K
|
105
$58K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
26+ 3.14% |
$12.5K - $15.2K
|
854
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
26+ 0.7% |
$12.5K - $15.2K
|
3.76K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
25+ 1.43% |
$12K - $14.6K
|
1.78K
$980K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 4.2% |
$11.5K - $14.1K
|
596
$329K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
22+ 1.25% |
$10.6K - $12.9K
|
1.78K
$984K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
20+ 2.89% |
$9.62K - $11.7K
|
711
$393K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
20+ 1.65% |
$9.62K - $11.7K
|
1.23K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
20+ 1.8% |
$9.62K - $11.7K
|
1.13K
$626K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 6.04% |
$9.62K - $11.7K
|
351
$194K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18+ 47.37% |
$8.65K - $10.5K
|
56
$30.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
17+ 3.2% |
$8.17K - $9.95K
|
549
$303K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
17+ 0.51% |
$8.17K - $9.95K
|
3.36K
$1.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.15% |
$7.69K - $9.37K
|
10.5K
$5.81M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
16+ 2.51% |
$7.69K - $9.37K
|
653
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 0.94% |
$7.21K - $8.78K
|
1.61K
$889K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14+ 0.35% |
$6.73K - $8.2K
|
4.01K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.13% |
$6.73K - $8.2K
|
11K
$6.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
13+ 0.27% |
$6.25K - $7.61K
|
4.87K
$2.69M
|
|