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 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
13+ 1.35% |
$6.25K - $7.61K
|
973
$537K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
12+ 0.83% |
$5.77K - $7.03K
|
1.47K
$809K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
12+ 1.75% |
$5.77K - $7.03K
|
696
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12+ 0.97% |
$5.77K - $7.03K
|
1.25K
$688K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.49% |
$5.77K - $7.03K
|
815
$450K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
12+ 0.53% |
$5.77K - $7.03K
|
2.28K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
10+ 1.02% |
$4.81K - $5.85K
|
993
$548K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.29% |
$4.81K - $5.85K
|
3.48K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.61% |
$4.81K - $5.85K
|
1.65K
$913K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
10+ 1.85% |
$4.81K - $5.85K
|
550
$304K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.39% |
$4.81K - $5.85K
|
2.56K
$1.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
10New |
$4.81K - $5.85K
|
10
$5.52K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 1.09% |
$4.81K - $5.85K
|
927
$512K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.47% |
$4.33K - $5.27K
|
1.93K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9+ 0.76% |
$4.33K - $5.27K
|
1.19K
$657K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
8+ 0.93% |
$3.85K - $4.68K
|
866
$478K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8+ 0.61% |
$3.85K - $4.68K
|
1.31K
$723K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.67% |
$3.37K - $4.1K
|
1.06K
$582K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 0.73% |
$3.37K - $4.1K
|
969
$535K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7+ 0.41% |
$3.37K - $4.1K
|
1.72K
$947K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.69% |
$3.37K - $4.1K
|
1.03K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6+ 0.54% |
$2.88K - $3.51K
|
1.13K
$622K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.13% |
$2.4K - $2.93K
|
3.94K
$2.17M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
4+ 0.3% |
$1.92K - $2.34K
|
1.36K
$750K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4+ 0.13% |
$1.92K - $2.34K
|
3.08K
$1.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.34% |
$1.92K - $2.34K
|
1.18K
$653K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.68% |
$1.92K - $2.34K
|
588
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.09% |
$1.92K - $2.34K
|
4.58K
$2.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.92K - $2.34K
|
1.72K
$948K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3+ 0.08% |
$1.44K - $1.76K
|
3.58K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
3+ 0.08% |
$1.44K - $1.76K
|
3.77K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.16% |
$1.44K - $1.76K
|
1.84K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
3+ 0.28% |
$1.44K - $1.76K
|
1.06K
$586K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3+ 27.27% |
$1.44K - $1.76K
|
14
$7.73K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3+ 0.65% |
$1.44K - $1.76K
|
467
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3+ 0.48% |
$1.44K - $1.76K
|
623
$344K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.17% |
$962 - $1.17K
|
1.18K
$649K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 3.92% |
$962 - $1.17K
|
53
$29.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2+ 0.31% |
$962 - $1.17K
|
645
$356K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.3% |
$962 - $1.17K
|
679
$375K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2+ 0.28% |
$962 - $1.17K
|
706
$390K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1+ 0.12% |
$481 - $585
|
812
$448K
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$481 - $585
|
719
$397K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$481 - $585
|
2.16K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.15% |
$481 - $585
|
690
$381K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1+ 0.15% |
$481 - $585
|
668
$369K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.12% |
$481 - $585
|
814
$449K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$481 - $585
|
1.17K
$646K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.1M+ 3949.81% |
$1.99B - $2.43B
|
5.23M
$2.89B
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.96M+ 267.14% |
$1.94B - $2.37B
|
6.81M
$3.76B
|
|