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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.74K+ 89.21% |
$1.71M - $1.98M
|
10.1K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4.7K+ 8.42% |
$1.69M - $1.96M
|
60.5K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.66KNew |
$1.68M - $1.94M
|
4.66K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.64K+ 14.21% |
$1.67M - $1.94M
|
37.3K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.6K+ 8.62% |
$1.66M - $1.92M
|
57.9K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.41K+ 211.2% |
$1.59M - $1.84M
|
6.5K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.36K+ 1.03% |
$1.57M - $1.82M
|
428K
$128M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.33K+ 49.36% |
$1.56M - $1.8M
|
13.1K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.32K+ 2.99% |
$1.56M - $1.8M
|
149K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.31K+ 1133.68% |
$1.55M - $1.8M
|
4.69K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.25K+ 3.51% |
$1.53M - $1.77M
|
125K
$37.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.24KNew |
$1.53M - $1.77M
|
4.24K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.22KNew |
$1.52M - $1.76M
|
4.22K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.18K+ 489.57% |
$1.5M - $1.74M
|
5.03K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.17K+ 9.07% |
$1.5M - $1.74M
|
50.1K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.09K+ 93.4% |
$1.47M - $1.7M
|
8.47K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.04K+ 11.72% |
$1.45M - $1.68M
|
38.5K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
4KNew |
$1.44M - $1.67M
|
4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4K+ 39.92% |
$1.44M - $1.67M
|
14K
$4.18M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.92KNew |
$1.41M - $1.63M
|
3.92K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 17.96% |
$1.41M - $1.63M
|
25.7K
$7.68M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.84KNew |
$1.38M - $1.6M
|
3.84K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.83K+ 14.02% |
$1.38M - $1.6M
|
31.2K
$9.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.75KNew |
$1.35M - $1.56M
|
3.75K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.64K+ 44.46% |
$1.31M - $1.52M
|
11.8K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.63KNew |
$1.31M - $1.51M
|
3.63K
$1.08M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.61K+ 76.35% |
$1.3M - $1.5M
|
8.34K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.6KNew |
$1.3M - $1.5M
|
3.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.58KNew |
$1.29M - $1.49M
|
3.58K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.54K+ 43.87% |
$1.28M - $1.48M
|
11.6K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 25.04% |
$1.27M - $1.46M
|
17.5K
$5.23M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.44KNew |
$1.24M - $1.44M
|
3.44K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.41KNew |
$1.23M - $1.42M
|
3.41K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.4KNew |
$1.23M - $1.42M
|
3.4K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.37KNew |
$1.21M - $1.4M
|
3.37K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.35K+ 54.64% |
$1.21M - $1.4M
|
9.48K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.33KNew |
$1.2M - $1.39M
|
3.33K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.32K+ 1.28% |
$1.2M - $1.38M
|
263K
$78.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.29KNew |
$1.18M - $1.37M
|
3.29K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
3.28KNew |
$1.18M - $1.37M
|
3.28K
$978K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.19K+ 198.14% |
$1.15M - $1.33M
|
4.8K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.18K+ 30.67% |
$1.14M - $1.32M
|
13.5K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.16K+ 4.35% |
$1.14M - $1.32M
|
75.9K
$22.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.16KNew |
$1.14M - $1.32M
|
3.16K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.15KNew |
$1.13M - $1.31M
|
3.15K
$938K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.03K+ 2.92% |
$1.09M - $1.26M
|
107K
$31.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.01KNew |
$1.09M - $1.26M
|
3.01K
$898K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3KNew |
$1.08M - $1.25M
|
3K
$894K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
2.98KNew |
$1.07M - $1.24M
|
2.98K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.93KNew |
$1.06M - $1.22M
|
2.93K
$873K
|