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 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
652New |
$313K - $382K
|
652
$360K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
645+ 18.57% |
$310K - $378K
|
4.12K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
644+ 135.58% |
$310K - $377K
|
1.12K
$618K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
608+ 85.63% |
$292K - $356K
|
1.32K
$728K
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
584New |
$281K - $342K
|
584
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
583New |
$280K - $341K
|
583
$322K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
577New |
$277K - $338K
|
577
$319K
|
|
|
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 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
523New |
$251K - $306K
|
523
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
491New |
$236K - $287K
|
491
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
488+ 2.79% |
$235K - $286K
|
18K
$9.92M
|
|
|
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 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
467+ 14.4% |
$225K - $273K
|
3.71K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
448+ 6.32% |
$215K - $262K
|
7.53K
$4.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
445New |
$214K - $261K
|
445
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
430+ 3.24% |
$207K - $252K
|
13.7K
$7.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
425+ 31.5% |
$204K - $249K
|
1.77K
$979K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
424+ 18.5% |
$204K - $248K
|
2.72K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
416New |
$200K - $244K
|
416
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
415New |
$200K - $243K
|
415
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
414New |
$199K - $242K
|
414
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
412New |
$198K - $241K
|
412
$227K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
404+ 8.78% |
$194K - $237K
|
5.01K
$2.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400New |
$192K - $234K
|
400
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
392New |
$188K - $230K
|
392
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
375New |
$180K - $220K
|
375
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
374New |
$180K - $219K
|
374
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
373New |
$179K - $218K
|
373
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
373New |
$179K - $218K
|
373
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
373New |
$179K - $218K
|
373
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
370New |
$178K - $217K
|
370
$204K
|
|
|
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 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
364New |
$175K - $213K
|
364
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
351New |
$169K - $206K
|
351
$194K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
329+ 54.2% |
$158K - $193K
|
936
$517K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
323+ 13.66% |
$155K - $189K
|
2.69K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
320+ 2.87% |
$154K - $187K
|
11.5K
$6.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
313+ 23.15% |
$150K - $183K
|
1.67K
$919K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
304+ 21.01% |
$146K - $178K
|
1.75K
$967K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
301+ 47.7% |
$145K - $176K
|
932
$515K
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
280+ 6.02% |
$135K - $164K
|
4.93K
$2.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
270+ 20.52% |
$130K - $158K
|
1.59K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
267+ 15.51% |
$128K - $156K
|
1.99K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
243+ 7.17% |
$117K - $142K
|
3.63K
$2.01M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
236+ 14.29% |
$113K - $138K
|
1.89K
$1.04M
|
|