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 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.57K+ 3.62% |
$1M - $1.22M
|
73.4K
$40.5M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.54KNew |
$991K - $1.21M
|
2.54K
$1.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.53K+ 49.48% |
$989K - $1.21M
|
7.64K
$4.22M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.51K+ 51.81% |
$982K - $1.2M
|
7.36K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.51K+ 73.86% |
$981K - $1.2M
|
5.91K
$3.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.51K+ 149.64% |
$980K - $1.2M
|
4.18K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 12.61% |
$972K - $1.19M
|
22.2K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.47K+ 86.62% |
$967K - $1.18M
|
5.33K
$2.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.41K+ 54.88% |
$942K - $1.15M
|
6.8K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
2.4KNew |
$938K - $1.15M
|
2.4K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.39K+ 0.85% |
$933K - $1.14M
|
283K
$157M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.37K+ 45.27% |
$925K - $1.13M
|
7.59K
$4.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.32K+ 9.1% |
$907K - $1.11M
|
27.8K
$15.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.28KNew |
$893K - $1.09M
|
2.28K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.28K+ 0.05% |
$891K - $1.09M
|
4.59M
$2.53B
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.27K+ 1.07% |
$886K - $1.08M
|
214K
$118M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25KNew |
$878K - $1.07M
|
2.25K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.22K+ 11.84% |
$869K - $1.06M
|
21K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.22K+ 13.53% |
$868K - $1.06M
|
18.6K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.21K+ 21.2% |
$864K - $1.05M
|
12.6K
$6.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.2K+ 16.88% |
$862K - $1.05M
|
15.3K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.2K+ 2.6% |
$859K - $1.05M
|
86.7K
$47.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.19KNew |
$857K - $1.05M
|
2.19K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.19K+ 114.32% |
$855K - $1.04M
|
4.1K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.18K+ 79.84% |
$851K - $1.04M
|
4.91K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.17KNew |
$847K - $1.03M
|
2.17K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.16KNew |
$845K - $1.03M
|
2.16K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.16K+ 20.11% |
$844K - $1.03M
|
12.9K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.15KNew |
$839K - $1.02M
|
2.15K
$1.18M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 204.92% |
$830K - $1.01M
|
3.16K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 10.89% |
$830K - $1.01M
|
21.6K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.11K+ 11.86% |
$826K - $1.01M
|
19.9K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
2.1K+ 150.0% |
$821K - $1M
|
3.5K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.1K+ 218.75% |
$821K - $1M
|
3.06K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.09K+ 4.69% |
$817K - $998K
|
46.7K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.07K+ 1.82% |
$810K - $989K
|
116K
$63.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.07KNew |
$808K - $986K
|
2.07K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
2.04K+ 13.98% |
$797K - $972K
|
16.6K
$9.17M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.04K+ 3.57% |
$796K - $971K
|
59.1K
$32.6M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.02K+ 61.22% |
$791K - $966K
|
5.33K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
2KNew |
$782K - $954K
|
2K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2KNew |
$782K - $954K
|
2K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.99K+ 56.39% |
$778K - $949K
|
5.52K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.96K+ 0.74% |
$767K - $936K
|
268K
$148M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.93KNew |
$755K - $922K
|
1.93K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.92KNew |
$751K - $917K
|
1.92K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.9K+ 10.31% |
$743K - $907K
|
20.3K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.89K+ 41.76% |
$737K - $899K
|
6.4K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.88K+ 95.78% |
$736K - $899K
|
3.85K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.87K+ 11.65% |
$733K - $894K
|
18K
$9.92M
|
|