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 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
736+ 8.74% |
$265K - $307K
|
9.16K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
730+ 14.62% |
$263K - $304K
|
5.72K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
728New |
$262K - $303K
|
728
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
726+ 42.66% |
$262K - $303K
|
2.43K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
725+ 11.03% |
$261K - $302K
|
7.3K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
704+ 14.23% |
$254K - $293K
|
5.65K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
703+ 1.95% |
$253K - $293K
|
36.8K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
700+ 5.01% |
$252K - $292K
|
14.7K
$5.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
698New |
$252K - $291K
|
698
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
694+ 31.78% |
$250K - $289K
|
2.88K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
688+ 1.83% |
$248K - $287K
|
38.3K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
682+ 24.83% |
$246K - $284K
|
3.43K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
680+ 6.93% |
$245K - $283K
|
10.5K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
669+ 3.25% |
$241K - $279K
|
21.3K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
656+ 45.34% |
$236K - $273K
|
2.1K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
655+ 71.98% |
$236K - $273K
|
1.57K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
650New |
$234K - $271K
|
650
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
648+ 32.51% |
$234K - $270K
|
2.64K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
645+ 89.58% |
$232K - $269K
|
1.37K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
644+ 36.65% |
$232K - $268K
|
2.4K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
635New |
$229K - $265K
|
635
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
634+ 48.58% |
$228K - $264K
|
1.94K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
633New |
$228K - $264K
|
633
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
629New |
$227K - $262K
|
629
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
627+ 80.8% |
$226K - $261K
|
1.4K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
620+ 15.91% |
$223K - $258K
|
4.52K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
615+ 5.63% |
$222K - $256K
|
11.5K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
614New |
$221K - $256K
|
614
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
614+ 15.6% |
$221K - $256K
|
4.55K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
611New |
$220K - $255K
|
611
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
611+ 11.6% |
$220K - $255K
|
5.88K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
606New |
$218K - $253K
|
606
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
600New |
$216K - $250K
|
600
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
600+ 0.42% |
$216K - $250K
|
143K
$53.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
598New |
$216K - $249K
|
598
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
595New |
$214K - $248K
|
595
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
594+ 1.46% |
$214K - $248K
|
41.3K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
594New |
$214K - $248K
|
594
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
592+ 24.03% |
$213K - $247K
|
3.06K
$1.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
586+ 7.34% |
$211K - $244K
|
8.57K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
581New |
$209K - $242K
|
581
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
580New |
$209K - $242K
|
580
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
568New |
$205K - $237K
|
568
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
561+ 1.0% |
$202K - $234K
|
56.9K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
559New |
$201K - $233K
|
559
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558+ 47.01% |
$201K - $233K
|
1.75K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
550+ 5.49% |
$198K - $229K
|
10.6K
$3.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
546New |
$197K - $228K
|
546
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
535+ 36.72% |
$193K - $223K
|
1.99K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
528+ 13.67% |
$190K - $220K
|
4.39K
$1.63M
|