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 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
300+ 14.87% |
$108K - $125K
|
2.32K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
299+ 50.08% |
$108K - $125K
|
896
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
290+ 1.74% |
$105K - $121K
|
16.9K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
287+ 6.39% |
$103K - $120K
|
4.78K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
276+ 13.06% |
$99.5K - $115K
|
2.39K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
273+ 3.95% |
$98.4K - $114K
|
7.18K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
269+ 43.25% |
$96.9K - $112K
|
891
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
268+ 2.17% |
$96.6K - $112K
|
12.6K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
266+ 5.72% |
$95.9K - $111K
|
4.92K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
265+ 9.83% |
$95.5K - $110K
|
2.96K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
258+ 11.8% |
$93K - $108K
|
2.45K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
254+ 3.64% |
$91.5K - $106K
|
7.24K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
250+ 12.13% |
$90.1K - $104K
|
2.31K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
245+ 2.08% |
$88.3K - $102K
|
12K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
242+ 13.93% |
$87.2K - $101K
|
1.98K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
237+ 0.72% |
$85.4K - $98.8K
|
33.3K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
237+ 2.23% |
$85.4K - $98.8K
|
10.8K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
236+ 3.56% |
$85K - $98.4K
|
6.86K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.57% |
$83.6K - $96.7K
|
6.74K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
228+ 16.27% |
$82.2K - $95K
|
1.63K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
228New |
$82.2K - $95K
|
228
$84.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
228+ 0.59% |
$82.2K - $95K
|
38.6K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
224+ 5.07% |
$80.7K - $93.4K
|
4.65K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
218New |
$78.6K - $90.9K
|
218
$81K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
217+ 20.39% |
$78.2K - $90.5K
|
1.28K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 1.09% |
$77.5K - $89.6K
|
19.9K
$7.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 1.46% |
$77.1K - $89.2K
|
14.8K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
210+ 1.6% |
$75.7K - $87.5K
|
13.3K
$4.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
210+ 1.24% |
$75.7K - $87.5K
|
17.1K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
207+ 7.54% |
$74.6K - $86.3K
|
2.95K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
206+ 18.93% |
$74.2K - $85.9K
|
1.29K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203+ 70.49% |
$73.2K - $84.6K
|
491
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
202+ 3.08% |
$72.8K - $84.2K
|
6.75K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$72.1K - $83.4K
|
200
$74.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
191+ 36.31% |
$68.8K - $79.6K
|
717
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
190+ 0.24% |
$68.5K - $79.2K
|
78.4K
$29.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
189+ 1.39% |
$68.1K - $78.8K
|
13.8K
$5.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
187+ 779.17% |
$67.4K - $78K
|
211
$78.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
186+ 4.02% |
$67K - $77.5K
|
4.81K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
186+ 1.3% |
$67K - $77.5K
|
14.5K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
184+ 18.22% |
$66.3K - $76.7K
|
1.19K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.9% |
$65.2K - $75.5K
|
20.3K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
181+ 12.07% |
$65.2K - $75.5K
|
1.68K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
180+ 1.27% |
$64.9K - $75K
|
14.4K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
179+ 4.59% |
$64.5K - $74.6K
|
4.08K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
176+ 10.06% |
$63.4K - $73.4K
|
1.93K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
176+ 14.89% |
$63.4K - $73.4K
|
1.36K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
175+ 19.98% |
$63.1K - $73K
|
1.05K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
168+ 30.77% |
$60.5K - $70K
|
714
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
164+ 5.14% |
$59.1K - $68.4K
|
3.35K
$1.25M
|