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 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
117+ 12.83% |
$45.7K - $55.8K
|
1.03K
$568K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
115+ 2.93% |
$45K - $54.9K
|
4.04K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
115+ 0.57% |
$45K - $54.9K
|
20.3K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
113+ 6.09% |
$44.2K - $53.9K
|
1.97K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
113+ 13.44% |
$44.2K - $53.9K
|
954
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
112+ 18.67% |
$43.8K - $53.4K
|
712
$393K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
112+ 5.77% |
$43.8K - $53.4K
|
2.05K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
111+ 21.51% |
$43.4K - $53K
|
627
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 9.14% |
$43K - $52.5K
|
1.31K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
110+ 2.69% |
$43K - $52.5K
|
4.2K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
109+ 19.43% |
$42.6K - $52K
|
670
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
107+ 2.05% |
$41.8K - $51.1K
|
5.33K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
107+ 0.31% |
$41.8K - $51.1K
|
34.2K
$18.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
104+ 33.12% |
$40.7K - $49.6K
|
418
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
103+ 14.57% |
$40.3K - $49.1K
|
810
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
103+ 11.18% |
$40.3K - $49.1K
|
1.02K
$565K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
102+ 2.9% |
$39.9K - $48.7K
|
3.62K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
101+ 54.89% |
$39.5K - $48.2K
|
285
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 1.66% |
$39.1K - $47.7K
|
6.12K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
100+ 6.17% |
$39.1K - $47.7K
|
1.72K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
100+ 12.3% |
$39.1K - $47.7K
|
913
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 25.0% |
$39.1K - $47.7K
|
500
$276K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
100+ 5.77% |
$39.1K - $47.7K
|
1.83K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
100+ 9.54% |
$39.1K - $47.7K
|
1.15K
$634K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.45% |
$39.1K - $47.7K
|
7K
$3.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
99+ 3.05% |
$38.7K - $47.2K
|
3.35K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
98+ 2.19% |
$38.3K - $46.8K
|
4.56K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
95+ 5.54% |
$37.1K - $45.3K
|
1.81K
$999K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
93+ 12.69% |
$36.4K - $44.4K
|
826
$456K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
91+ 9.09% |
$35.6K - $43.4K
|
1.09K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
91+ 0.22% |
$35.6K - $43.4K
|
41.9K
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
90+ 14.83% |
$35.2K - $42.9K
|
697
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
88+ 8.26% |
$34.4K - $42K
|
1.15K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
88+ 13.25% |
$34.4K - $42K
|
752
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
86+ 0.74% |
$33.6K - $41K
|
11.7K
$6.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86+ 3.47% |
$33.6K - $41K
|
2.56K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
86+ 3.56% |
$33.6K - $41K
|
2.5K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
85+ 37.78% |
$33.2K - $40.6K
|
310
$171K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
85+ 11.71% |
$33.2K - $40.6K
|
811
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
84+ 0.64% |
$32.8K - $40.1K
|
13.3K
$7.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84+ 3.12% |
$32.8K - $40.1K
|
2.78K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
84+ 1.38% |
$32.8K - $40.1K
|
6.19K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
83+ 0.81% |
$32.4K - $39.6K
|
10.3K
$5.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
83+ 0.46% |
$32.4K - $39.6K
|
18K
$9.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
82+ 1.15% |
$32.1K - $39.1K
|
7.21K
$3.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
82+ 3.43% |
$32.1K - $39.1K
|
2.47K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
82+ 3.14% |
$32.1K - $39.1K
|
2.69K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
81+ 2.94% |
$31.7K - $38.6K
|
2.83K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
81+ 1.9% |
$31.7K - $38.6K
|
4.34K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
81+ 0.97% |
$31.7K - $38.6K
|
8.45K
$4.67M
|
|