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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.32K+ 23.11% |
$516K - $629K
|
7.03K
$3.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.32K+ 22.07% |
$514K - $627K
|
7.27K
$4.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.31K+ 3.19% |
$511K - $623K
|
42.3K
$23.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.31K+ 7.4% |
$511K - $623K
|
18.9K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 46.83% |
$508K - $620K
|
4.08K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.3K+ 148.68% |
$507K - $619K
|
2.17K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 1.85% |
$504K - $616K
|
71.1K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$499K - $609K
|
1.28K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.27KNew |
$495K - $604K
|
1.27K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.26KNew |
$493K - $601K
|
1.26K
$696K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.24KNew |
$485K - $592K
|
1.24K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.22K+ 5.13% |
$477K - $582K
|
25K
$13.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 4.5% |
$474K - $578K
|
28.1K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
1.2KNew |
$469K - $573K
|
1.2K
$662K
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.2KNew |
$469K - $573K
|
1.2K
$662K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.19K+ 1.56% |
$464K - $566K
|
77.1K
$42.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.19K+ 79.8% |
$463K - $565K
|
2.67K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.18K+ 2.89% |
$462K - $564K
|
42.1K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.18KNew |
$462K - $564K
|
1.18K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.18K+ 7.34% |
$462K - $564K
|
17.3K
$9.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.18KNew |
$461K - $563K
|
1.18K
$651K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
1.17KNew |
$457K - $558K
|
1.17K
$646K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.17K+ 8.77% |
$457K - $557K
|
14.5K
$8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 56.2% |
$455K - $555K
|
3.24K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.16K+ 59.97% |
$452K - $551K
|
3.08K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.15K+ 59.92% |
$451K - $551K
|
3.08K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.14K+ 38.04% |
$444K - $542K
|
4.12K
$2.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.13K+ 21.92% |
$443K - $541K
|
6.3K
$3.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.12K+ 126.38% |
$438K - $535K
|
2.01K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.12K+ 1.59% |
$436K - $532K
|
71.4K
$39.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.11K+ 44.33% |
$434K - $530K
|
3.61K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.11K+ 0.32% |
$433K - $528K
|
345K
$191M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
1.09KNew |
$426K - $520K
|
1.09K
$602K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07K+ 68.76% |
$419K - $512K
|
2.63K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
1.06K+ 2.68% |
$416K - $507K
|
40.7K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.06K+ 30.82% |
$413K - $504K
|
4.49K
$2.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.05KNew |
$410K - $501K
|
1.05K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.04K+ 71.17% |
$408K - $498K
|
2.51K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
1.04KNew |
$406K - $495K
|
1.04K
$573K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.03KNew |
$403K - $491K
|
1.03K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02K+ 75.89% |
$399K - $487K
|
2.36K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.01K+ 11.43% |
$395K - $482K
|
9.85K
$5.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.91% |
$393K - $480K
|
12.3K
$6.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1K+ 7.72% |
$391K - $478K
|
14K
$7.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
1KNew |
$391K - $477K
|
1K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
1KNew |
$391K - $477K
|
1K
$552K
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1KNew |
$391K - $477K
|
1K
$552K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1K+ 25.14% |
$391K - $477K
|
4.98K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
995+ 23.33% |
$389K - $475K
|
5.26K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
990+ 72.58% |
$387K - $472K
|
2.35K
$1.3M
|
|