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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
667+ 2.89% |
$261K - $318K
|
23.8K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
666+ 90.74% |
$260K - $318K
|
1.4K
$773K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
661New |
$258K - $315K
|
661
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
648+ 1.56% |
$253K - $309K
|
42.2K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
645+ 80.63% |
$252K - $308K
|
1.45K
$798K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
643New |
$251K - $307K
|
643
$355K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
640New |
$250K - $305K
|
640
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
637+ 21.81% |
$249K - $304K
|
3.56K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
632+ 43.08% |
$247K - $302K
|
2.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
630+ 26.64% |
$246K - $301K
|
3K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
627New |
$245K - $299K
|
627
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
624+ 120.0% |
$244K - $298K
|
1.14K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
623+ 29.94% |
$244K - $297K
|
2.7K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
621New |
$243K - $296K
|
621
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
606New |
$237K - $289K
|
606
$335K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
604+ 1.1% |
$236K - $288K
|
55.6K
$30.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
CALL |
600New |
$235K - $286K
|
600
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
600New |
$235K - $286K
|
600
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
587New |
$229K - $280K
|
587
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
585New |
$229K - $279K
|
585
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
581New |
$227K - $277K
|
581
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
BUY
|
- |
581New |
$227K - $277K
|
581
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
577+ 17.9% |
$226K - $275K
|
3.8K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
569New |
$222K - $271K
|
569
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
566New |
$221K - $270K
|
566
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
562+ 2.5% |
$220K - $268K
|
23.1K
$12.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
561+ 41.62% |
$219K - $268K
|
1.91K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
560New |
$219K - $267K
|
560
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
556New |
$217K - $265K
|
556
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
556+ 56.5% |
$217K - $265K
|
1.54K
$850K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
554+ 3.66% |
$217K - $264K
|
15.7K
$8.67M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
551New |
$215K - $263K
|
551
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
549+ 49.82% |
$215K - $262K
|
1.65K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
546+ 13.08% |
$213K - $261K
|
4.72K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
546New |
$213K - $261K
|
546
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
543New |
$212K - $259K
|
543
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
541New |
$211K - $258K
|
541
$299K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
541New |
$211K - $258K
|
541
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
535New |
$209K - $255K
|
535
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
534New |
$209K - $255K
|
534
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
534+ 36.35% |
$209K - $255K
|
2K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
534New |
$209K - $255K
|
534
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
534New |
$209K - $255K
|
534
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
532New |
$208K - $254K
|
532
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
532New |
$208K - $254K
|
532
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
532New |
$208K - $254K
|
532
$294K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
531+ 3.63% |
$208K - $253K
|
15.2K
$8.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
531New |
$208K - $253K
|
531
$293K
|
|