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 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
491New |
$192K - $234K
|
491
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
490New |
$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
|
- |
488New |
$191K - $233K
|
488
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
488New |
$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
|
- |
487New |
$190K - $232K
|
487
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
486New |
$190K - $232K
|
486
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
485+ 8.03% |
$190K - $231K
|
6.53K
$3.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
485+ 13.26% |
$190K - $231K
|
4.14K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
484New |
$189K - $231K
|
484
$267K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
482+ 14.32% |
$188K - $230K
|
3.85K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
BUY
|
- |
480New |
$188K - $229K
|
480
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
479New |
$187K - $229K
|
479
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
477New |
$186K - $228K
|
477
$263K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
476New |
$186K - $227K
|
476
$263K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
475New |
$186K - $227K
|
475
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
474New |
$185K - $226K
|
474
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
473New |
$185K - $226K
|
473
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
473+ 18.35% |
$185K - $226K
|
3.05K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
473New |
$185K - $226K
|
473
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
471New |
$184K - $225K
|
471
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
471New |
$184K - $225K
|
471
$260K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
471New |
$184K - $225K
|
471
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
470+ 14.49% |
$184K - $224K
|
3.71K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
470New |
$184K - $224K
|
470
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
468New |
$183K - $223K
|
468
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
468+ 3.82% |
$183K - $223K
|
12.7K
$7.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468+ 15.03% |
$183K - $223K
|
3.58K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
468New |
$183K - $223K
|
468
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
468New |
$183K - $223K
|
468
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
466New |
$182K - $222K
|
466
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
466New |
$182K - $222K
|
466
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
466New |
$182K - $222K
|
466
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
465New |
$182K - $222K
|
465
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
464+ 7.22% |
$181K - $221K
|
6.89K
$3.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
461+ 20.59% |
$180K - $220K
|
2.7K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
461+ 7.64% |
$180K - $220K
|
6.5K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
460New |
$180K - $219K
|
460
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
BUY
|
- |
460New |
$180K - $219K
|
460
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
459+ 22.25% |
$179K - $219K
|
2.52K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
458New |
$179K - $219K
|
458
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
458+ 29.51% |
$179K - $219K
|
2.01K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
457New |
$179K - $218K
|
457
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
455New |
$178K - $217K
|
455
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
454+ 11.12% |
$177K - $217K
|
4.54K
$2.5M
|
|