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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.8K+ 5.44% |
$4.33M - $6.14M
|
307K
$123M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
749New |
$205K - $291K
|
749
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
598+ 2.53% |
$164K - $232K
|
24.2K
$9.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-8.8K- 50.0% |
$2.41M - $3.42M
|
8.8K
$3.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
425+ 5.95% |
$116K - $165K
|
7.57K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.1K+ 3.02% |
$2.76M - $3.92M
|
344K
$138M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-82- 8.04% |
$22.5K - $31.8K
|
938
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$30.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.8K- 19.22% |
$10.1M - $14.3M
|
155K
$62.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
750New |
$205K - $291K
|
750
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
81New |
$22.2K - $31.4K
|
81
$32.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-48- 1.41% |
$13.1K - $18.6K
|
3.35K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
635New |
$174K - $247K
|
635
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.31% |
$1.1K - $1.55K
|
310
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
93+ 1.44% |
$25.5K - $36.1K
|
6.53K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-50- 1.68% |
$13.7K - $19.4K
|
2.93K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-469- 13.3% |
$128K - $182K
|
3.06K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
47+ 2.9% |
$12.9K - $18.2K
|
1.67K
$671K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-10.8K- 89.74% |
$2.97M - $4.21M
|
1.24K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-587- 13.49% |
$161K - $228K
|
3.77K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$548 - $776
|
1.69K
$681K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.42K- 3.58% |
$389K - $551K
|
38.3K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
140+ 19.0% |
$38.4K - $54.3K
|
877
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.76% |
$3.56K - $5.05K
|
753
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.99K- 79.88% |
$544K - $771K
|
500
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-360- 6.46% |
$98.6K - $140K
|
5.21K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
53+ 3.29% |
$14.5K - $20.6K
|
1.66K
$669K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$8.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
138+ 11.08% |
$37.8K - $53.6K
|
1.38K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
39+ 0.77% |
$10.7K - $15.1K
|
5.12K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.64K+ 672.71% |
$1.27M - $1.8M
|
5.32K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
450+ 18.71% |
$123K - $175K
|
2.86K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$123K - $175K
|
450
$181K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-465- 11.94% |
$127K - $181K
|
3.43K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 10.73% |
$52K - $73.8K
|
1.58K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.6K
$643K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-62- 1.13% |
$17K - $24.1K
|
5.44K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-718- 10.45% |
$197K - $279K
|
6.15K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.47% |
$274 - $388
|
211
$84.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
39+ 0.2% |
$10.7K - $15.1K
|
19.3K
$7.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-306- 5.19% |
$83.8K - $119K
|
5.59K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-89- 6.74% |
$24.4K - $34.6K
|
1.23K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.19K+ 4.73% |
$1.42M - $2.01M
|
115K
$46.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
121K+ 534.5% |
$33M - $46.8M
|
143K
$57.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-234- 10.05% |
$64.1K - $90.8K
|
2.09K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-449- 34.97% |
$123K - $174K
|
835
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.22% |
$1.1K - $1.55K
|
1.84K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
239+ 18.19% |
$65.5K - $92.8K
|
1.55K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-33- 3.49% |
$9.04K - $12.8K
|
912
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-348- 17.1% |
$95.3K - $135K
|
1.69K
$678K
|