Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-108- 1.52% |
$35.3K - $44K
|
7.01K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 2.04% |
$335K - $417K
|
49.2K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-407- 1.16% |
$133K - $166K
|
34.6K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-18- 1.07% |
$5.88K - $7.34K
|
1.66K
$514K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-102- 3.88% |
$33.3K - $41.6K
|
2.53K
$782K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.61K- 86.16% |
$2.16M - $2.69M
|
1.06K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.39K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.04K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
853New |
$279K - $348K
|
853
$264K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
36New |
$11.8K - $14.7K
|
36
$11.1K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-143- 2.47% |
$46.7K - $58.3K
|
5.64K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38K+ 3.89% |
$778K - $970K
|
63.5K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-246- 12.2% |
$80.4K - $100K
|
1.77K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
421+ 16.0% |
$138K - $172K
|
3.05K
$944K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 1.96% |
$8.17K - $10.2K
|
1.25K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
493+ 11.13% |
$161K - $201K
|
4.92K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-742- 7.17% |
$242K - $302K
|
9.61K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7+ 0.46% |
$2.29K - $2.85K
|
1.53K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
281+ 1.43% |
$91.8K - $115K
|
19.9K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.9K+ 47.68% |
$949K - $1.18M
|
8.99K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 19.74% |
$73.5K - $91.7K
|
915
$283K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-18.5K- 3.84% |
$6.06M - $7.56M
|
464K
$144M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 0.54% |
$327 - $408
|
187
$57.8K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-454- 6.29% |
$148K - $185K
|
6.77K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.58KNew |
$844K - $1.05M
|
2.58K
$799K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
155+ 5.93% |
$50.6K - $63.2K
|
2.77K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-74- 1.74% |
$24.2K - $30.2K
|
4.17K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.24KNew |
$732K - $913K
|
2.24K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-868- 4.02% |
$284K - $354K
|
20.7K
$6.41M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.02K- 6.39% |
$660K - $824K
|
29.6K
$9.15M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-511- 26.41% |
$167K - $208K
|
1.42K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
238+ 11.75% |
$77.8K - $97K
|
2.26K
$700K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
32+ 3.22% |
$10.5K - $13K
|
1.03K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-47- 2.0% |
$15.4K - $19.2K
|
2.3K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$9.15K - $11.4K
|
3.92K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.41K- 22.58% |
$787K - $982K
|
8.26K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.1K- 11.79% |
$359K - $448K
|
8.21K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-188- 1.77% |
$61.4K - $76.6K
|
10.4K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
102+ 0.63% |
$33.3K - $41.6K
|
16.2K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-106- 3.99% |
$34.6K - $43.2K
|
2.55K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
67+ 0.68% |
$21.9K - $27.3K
|
9.96K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
6.46KNew |
$2.11M - $2.63M
|
6.46K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
31.6KNew |
$10.3M - $12.9M
|
31.6K
$9.77M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-40- 1.05% |
$13.1K - $16.3K
|
3.78K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-53- 0.47% |
$17.3K - $21.6K
|
11.3K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
973+ 10.53% |
$318K - $397K
|
10.2K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 0.77% |
$28.1K - $35.1K
|
11.1K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-125- 13.77% |
$40.8K - $51K
|
783
$242K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
143+ 1.0% |
$46.7K - $58.3K
|
14.4K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26.1K+ 9.26% |
$8.54M - $10.7M
|
308K
$95.4M
|