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 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
234+ 43.41% |
$91.5K - $112K
|
773
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
233+ 25.24% |
$91.1K - $111K
|
1.16K
$638K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
231+ 26.55% |
$90.3K - $110K
|
1.1K
$608K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
230+ 25.61% |
$89.9K - $110K
|
1.13K
$623K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
230New |
$89.9K - $110K
|
230
$127K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
229+ 1.87% |
$89.5K - $109K
|
12.5K
$6.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
226+ 13.0% |
$88.3K - $108K
|
1.96K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 34.41% |
$87.6K - $107K
|
875
$483K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
222+ 13.35% |
$86.8K - $106K
|
1.89K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
221New |
$86.4K - $105K
|
221
$122K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
220+ 3.51% |
$86K - $105K
|
6.48K
$3.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
217+ 2.84% |
$84.8K - $104K
|
7.86K
$4.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
214+ 1.34% |
$83.7K - $102K
|
16.1K
$8.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
214+ 37.02% |
$83.7K - $102K
|
792
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 3.04% |
$82.9K - $101K
|
7.19K
$3.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
212+ 8.94% |
$82.9K - $101K
|
2.58K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 5.0% |
$81.3K - $99.2K
|
4.37K
$2.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
206+ 17.55% |
$80.5K - $98.3K
|
1.38K
$762K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
203+ 9.39% |
$79.4K - $96.9K
|
2.37K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
201+ 21.71% |
$78.6K - $95.9K
|
1.13K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
200New |
$78.2K - $95.4K
|
200
$110K
|
|
|
Nov 13, 2025
Q3 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
200+ 6.45% |
$78.2K - $95.4K
|
3.3K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200+ 4.7% |
$78.2K - $95.4K
|
4.45K
$2.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
200+ 28.13% |
$78.2K - $95.4K
|
911
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
200+ 9.69% |
$78.2K - $95.4K
|
2.26K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
200+ 6.86% |
$78.2K - $95.4K
|
3.12K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200+ 100.0% |
$78.2K - $95.4K
|
400
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
200+ 20.0% |
$78.2K - $95.4K
|
1.2K
$662K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
200+ 28.94% |
$78.2K - $95.4K
|
891
$492K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
199+ 10.63% |
$77.8K - $95K
|
2.07K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
196+ 3.72% |
$76.6K - $93.5K
|
5.47K
$3.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
195+ 9.64% |
$76.2K - $93K
|
2.22K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
194+ 33.39% |
$75.8K - $92.6K
|
775
$428K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
193New |
$75.4K - $92.1K
|
193
$107K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
192+ 2.34% |
$75.1K - $91.6K
|
8.41K
$4.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
192+ 31.12% |
$75.1K - $91.6K
|
809
$447K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
192+ 13.84% |
$75.1K - $91.6K
|
1.58K
$872K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
190+ 18.83% |
$74.3K - $90.7K
|
1.2K
$662K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
190+ 11.63% |
$74.3K - $90.7K
|
1.82K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
190+ 4.72% |
$74.3K - $90.7K
|
4.21K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
188+ 1.41% |
$73.5K - $89.7K
|
13.5K
$7.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
188+ 0.93% |
$73.5K - $89.7K
|
20.4K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
185+ 17.03% |
$72.3K - $88.3K
|
1.27K
$702K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
185+ 3.3% |
$72.3K - $88.3K
|
5.78K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
184+ 0.28% |
$71.9K - $87.8K
|
64.8K
$35.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
184New |
$71.9K - $87.8K
|
184
$102K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
183+ 1.94% |
$71.5K - $87.3K
|
9.62K
$5.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
181+ 1.87% |
$70.8K - $86.4K
|
9.87K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
180+ 18.54% |
$70.4K - $85.9K
|
1.15K
$635K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
179+ 18.82% |
$70K - $85.4K
|
1.13K
$624K
|
|