Latest Institutional Purchases of Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 04, 2025 Q3 2025
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
520
New
$203K - $248K
520 $287K
Oct 15, 2025 Q3 2025
Symmetry Partners, LLC

BUY
 -
520
New
$203K - $248K
520 $287K
Nov 06, 2025 Q3 2025
Bridge Port Financial Solutions, LLC

Fairfield, IA
BUY
 -
519
New
$203K - $248K
519 $287K
Nov 03, 2025 Q3 2025
Cypress Capital Group

BUY
 -
518
+ 13.94%
$202K - $247K
4.24K $2.34M
Oct 15, 2025 Q3 2025
Cogent Blue Wealth Advisors, LLC

Knoxville, TN
BUY
 -
518
New
$202K - $247K
518 $286K
Nov 06, 2025 Q3 2025
Oxinas Partners Wealth Management LLC

BUY
 -
517
New
$202K - $247K
517 $285K
Oct 16, 2025 Q3 2025
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
517
New
$202K - $247K
517 $285K
Nov 14, 2025 Q3 2025
Hollow Brook Wealth Management LLC

BUY
 -
512
New
$200K - $244K
512 $283K
Oct 31, 2025 Q3 2025
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
512
New
$200K - $244K
512 $283K
Nov 26, 2025 Q3 2025
Strategic Advocates LLC

Logan, UT
BUY
 -
511
New
$200K - $244K
511 $282K
Oct 14, 2025 Q3 2025
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
510
New
$199K - $243K
510 $282K
Oct 20, 2025 Q3 2025
Xml Financial, LLC

BUY
 -
509
+ 11.21%
$199K - $243K
5.05K $2.79M
Nov 14, 2025 Q3 2025
Alexis Investment Partners, LLC

Montgomery, TX
BUY
 -
508
+ 16.29%
$199K - $242K
3.63K $2M
Oct 23, 2025 Q3 2025
Wd Rutherford LLC

BUY
 -
508
+ 9.07%
$199K - $242K
6.11K $3.37M
Oct 14, 2025 Q3 2025
Affiance Financial, LLC

BUY
 -
508
New
$199K - $242K
508 $280K
Nov 13, 2025 Q3 2025
Idaho Trust Bank

Boise, ID
BUY
 -
507
New
$198K - $242K
507 $280K
Nov 03, 2025 Q3 2025
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
507
New
$198K - $242K
507 $280K
Nov 04, 2025 Q3 2025
Peak Retirement Planning, Inc.

Columbus, OH
BUY
 -
505
New
$197K - $241K
505 $279K
Oct 08, 2025 Q3 2025
Kwmg, LLC

BUY
 -
503
New
$197K - $240K
503 $278K
Nov 13, 2025 Q3 2025
Nelson Capital Management, LLC

BUY
 -
501
New
$196K - $239K
501 $277K
Nov 18, 2025 Q3 2025
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
500
+ 2.15%
$195K - $239K
23.8K $13.1M
Nov 13, 2025 Q3 2025
Groupe La Francaise

Paris, I0
BUY
 PUT
500
New
$195K - $239K
500 $276K
Nov 12, 2025 Q3 2025
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
500
New
$195K - $239K
500 $276K
Nov 10, 2025 Q3 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
500
New
$195K - $239K
500 $276K
Nov 06, 2025 Q3 2025
Benningfield Financial Advisors, LLC

San Francisco, CA
BUY
 -
500
New
$195K - $239K
500 $276K
Nov 03, 2025 Q3 2025
Significant Wealth Partners LLC

Cary, IL
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 30, 2025 Q3 2025
Hudson Value Partners, LLC

BUY
 -
500
New
$195K - $239K
500 $276K
Oct 29, 2025 Q3 2025
Dorval Corp

Maple Grove, MN
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 27, 2025 Q3 2025
Baugh & Associates, LLC

BUY
 -
500
New
$195K - $239K
500 $276K
Oct 23, 2025 Q3 2025
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
500
New
$195K - $239K
500 $276K
Oct 23, 2025 Q3 2025
Landmark Wealth Management, Inc.

Normal, IL
BUY
 -
500
New
$195K - $239K
500 $276K
Oct 27, 2025 Q3 2025
Orin Green Financial, LLC

BUY
 -
499
New
$195K - $238K
499 $275K
Nov 14, 2025 Q3 2025
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
497
New
$194K - $237K
497 $274K
Nov 06, 2025 Q3 2025
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
497
+ 3.48%
$194K - $237K
14.8K $8.17M
Oct 15, 2025 Q3 2025
Alliance Wealth Advisors, LLC

BUY
 -
496
New
$194K - $237K
496 $274K
Nov 12, 2025 Q3 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
495
+ 3.18%
$194K - $236K
16K $8.86M
Nov 04, 2025 Q3 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
495
+ 2.42%
$194K - $236K
21K $11.6M
Oct 30, 2025 Q3 2025
Brandywine Oak Private Wealth LLC

BUY
 -
493
New
$193K - $235K
493 $272K
Oct 22, 2025 Q3 2025
Gries Financial LLC

Cleveland, OH
BUY
 -
493
+ 40.51%
$193K - $235K
1.71K $944K
Oct 15, 2025 Q3 2025
Fmb Wealth Management

Westlake Village, CA
BUY
 -
493
New
$193K - $235K
493 $272K
Nov 06, 2025 Q3 2025
Lyell Wealth Management, LP

BUY
 -
492
+ 1.32%
$192K - $235K
37.9K $20.9M
Oct 16, 2025 Q3 2025
Marotta Asset Management

BUY
 -
491
New
$192K - $234K
491 $271K
Oct 29, 2025 Q3 2025
Middleton & CO Inc

BUY
 -
490
New
$192K - $234K
490 $271K
Nov 12, 2025 Q3 2025
Pfg Advisors

BUY
 -
489
+ 2.81%
$191K - $233K
17.9K $9.87M
Nov 12, 2025 Q3 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
488
New
$191K - $233K
488 $269K
Oct 23, 2025 Q3 2025
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
488
New
$191K - $233K
488 $269K
Nov 12, 2025 Q3 2025
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
487
+ 13.34%
$190K - $232K
4.14K $2.28M
Oct 27, 2025 Q3 2025
Gerber, LLC

Columbus, OH
BUY
 -
487
New
$190K - $232K
487 $269K
Nov 05, 2025 Q3 2025
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
486
New
$190K - $232K
486 $268K

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