Purchasing products made by a company that is out of compliance with their software licences is not the same as purchasing stolen goods.
I think there are similarities, namely the ones that I highlighted
This is where I have to disagree.
Scenario 1: I buy bolts from a manufacture that has stolen the raw materials (eg steel) in order to make the bolts.
Scenario 2: I buy bolts from a manufacture that uses stolen software to track their stock.
You are lumping these two scenarios together. In reality they are totally different.
Yes I agree I should return bolts made from stolen materials, but the second scenario is nothing at all like that. If you are the legal owner of said stock tracking software and you come to me demanding redress for the actions of the manufacturer, with whom my only relationship is buying bolts to use in my product, I think you can guess where I'd tell you to go. Any law that lets you go after me in the second scenario is lacking in common sense.