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 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
35+ 4.14% |
$13.7K - $16.7K
|
881
$486K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
35+ 6.39% |
$13.7K - $16.7K
|
583
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
34+ 6.19% |
$13.3K - $16.2K
|
583
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
34+ 4.68% |
$13.3K - $16.2K
|
760
$420K
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
33+ 2.85% |
$12.9K - $15.7K
|
1.19K
$657K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
33+ 0.54% |
$12.9K - $15.7K
|
6.15K
$3.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
32+ 4.64% |
$12.5K - $15.3K
|
721
$398K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
32+ 4.0% |
$12.5K - $15.3K
|
832
$459K
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$12.5K - $15.3K
|
7.03K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 2.6% |
$12.5K - $15.3K
|
1.26K
$698K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
32+ 0.43% |
$12.5K - $15.3K
|
7.46K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.49% |
$12.1K - $14.8K
|
6.36K
$3.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.33% |
$12.1K - $14.8K
|
613
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
30+ 3.13% |
$11.7K - $14.3K
|
987
$545K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
30+ 1.33% |
$11.7K - $14.3K
|
2.29K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
30+ 5.0% |
$11.7K - $14.3K
|
630
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
30+ 0.78% |
$11.7K - $14.3K
|
3.89K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
29+ 1.68% |
$11.3K - $13.8K
|
1.75K
$967K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
29+ 0.57% |
$11.3K - $13.8K
|
5.12K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 2.72% |
$11.3K - $13.8K
|
1.1K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
29+ 1.91% |
$11.3K - $13.8K
|
1.55K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
29+ 29.0% |
$11.3K - $13.8K
|
129
$71.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28+ 4.47% |
$10.9K - $13.4K
|
654
$361K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
28+ 2.23% |
$10.9K - $13.4K
|
1.28K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
28+ 0.11% |
$10.9K - $13.4K
|
26.5K
$14.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
27+ 0.55% |
$10.6K - $12.9K
|
4.98K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.54% |
$10.6K - $12.9K
|
5.03K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
27+ 0.17% |
$10.6K - $12.9K
|
16.1K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
27+ 1.8% |
$10.6K - $12.9K
|
1.53K
$844K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
27+ 5.66% |
$10.6K - $12.9K
|
504
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
27+ 0.64% |
$10.6K - $12.9K
|
4.22K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
27+ 0.74% |
$10.6K - $12.9K
|
3.65K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 4.55% |
$10.6K - $12.9K
|
620
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 26.21% |
$10.6K - $12.9K
|
130
$71.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
26+ 5.2% |
$10.2K - $12.4K
|
526
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26+ 1.27% |
$10.2K - $12.4K
|
2.07K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
26+ 2.23% |
$10.2K - $12.4K
|
1.19K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
26+ 0.11% |
$10.2K - $12.4K
|
24.7K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 1.35% |
$10.2K - $12.4K
|
1.95K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 1.65% |
$10.2K - $12.4K
|
1.6K
$885K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
26+ 1.07% |
$10.2K - $12.4K
|
2.47K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 6.77% |
$10.2K - $12.4K
|
410
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
25+ 2.48% |
$9.77K - $11.9K
|
1.03K
$571K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 4.27% |
$9.77K - $11.9K
|
611
$337K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 1.01% |
$9.77K - $11.9K
|
2.51K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
25+ 12.95% |
$9.77K - $11.9K
|
218
$120K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
25+ 1.6% |
$9.77K - $11.9K
|
1.59K
$879K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
25+ 0.79% |
$9.77K - $11.9K
|
3.18K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
24+ 1.14% |
$9.38K - $11.5K
|
2.12K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
24+ 3.69% |
$9.38K - $11.5K
|
675
$373K
|
|