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 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
31.7K+ 441.34% |
$15.3M - $18.6M
|
38.9K
$21.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.4K+ 11.42% |
$2.59M - $3.16M
|
52.6K
$29.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.95K+ 18.07% |
$1.9M - $2.31M
|
25.8K
$14.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.55K+ 39.0% |
$1.22M - $1.49M
|
9.08K
$5.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.19K+ 238.22% |
$1.05M - $1.28M
|
3.12K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.51K+ 343.05% |
$724K - $882K
|
1.95K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.47K+ 1.96% |
$707K - $861K
|
76.5K
$42.2M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.33KNew |
$640K - $779K
|
1.33K
$735K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 9.78% |
$553K - $674K
|
12.9K
$7.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
900New |
$433K - $527K
|
900
$497K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
757New |
$364K - $443K
|
757
$418K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
723+ 22.75% |
$348K - $423K
|
3.9K
$2.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
706New |
$339K - $413K
|
706
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
571+ 14.33% |
$275K - $334K
|
4.56K
$2.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
545New |
$262K - $319K
|
545
$301K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
534New |
$257K - $313K
|
534
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
480+ 17.05% |
$231K - $281K
|
3.3K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
477New |
$229K - $279K
|
477
$263K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
445New |
$214K - $261K
|
445
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
425+ 31.5% |
$204K - $249K
|
1.77K
$979K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
415New |
$200K - $243K
|
415
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
404+ 8.78% |
$194K - $237K
|
5.01K
$2.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
369New |
$177K - $216K
|
369
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
369New |
$177K - $216K
|
369
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
304+ 21.01% |
$146K - $178K
|
1.75K
$967K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 9.07% |
$144K - $176K
|
3.61K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
243+ 7.17% |
$117K - $142K
|
3.63K
$2.01M
|
|
|
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 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
217+ 4.04% |
$104K - $127K
|
5.59K
$3.08M
|
|
|
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 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
117+ 13.51% |
$56.3K - $68.5K
|
983
$543K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
103+ 1.27% |
$49.5K - $60.3K
|
8.19K
$4.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
95+ 18.77% |
$45.7K - $55.6K
|
601
$332K
|
|
|
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 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 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.45% |
$28.4K - $34.5K
|
13.3K
$7.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.12% |
$25.5K - $31K
|
44.2K
$24.4M
|
|
|
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 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48+ 2.31% |
$23.1K - $28.1K
|
2.13K
$1.17M
|
|
|
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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 2.5% |
$18.8K - $22.8K
|
1.6K
$882K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
35+ 140.0% |
$16.8K - $20.5K
|
60
$33.1K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.82% |
$14.9K - $18.2K
|
843
$465K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 40.0% |
$14.4K - $17.6K
|
105
$58K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
25+ 1.43% |
$12K - $14.6K
|
1.78K
$980K
|
|