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 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-120K- 83.75% |
$32.8M - $46.5M
|
23.3K
$9.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-400- 23.53% |
$110K - $155K
|
1.3K
$523K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
6+ 0.3% |
$1.64K - $2.33K
|
2.03K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-142- 17.09% |
$38.9K - $55.1K
|
689
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-245- 4.06% |
$67.1K - $95.1K
|
5.78K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 4.84% |
$129K - $183K
|
9.28K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 2.19% |
$6.03K - $8.54K
|
1.03K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.85K- 27.02% |
$780K - $1.11M
|
7.69K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
894+ 55.94% |
$245K - $347K
|
2.49K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
713K+ 546.63% |
$195M - $277M
|
843K
$339M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602New |
$165K - $234K
|
602
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-439- 12.68% |
$120K - $170K
|
3.02K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
510+ 34.34% |
$140K - $198K
|
2K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
307+ 1.76% |
$84.1K - $119K
|
17.7K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.07KNew |
$2.49M - $3.52M
|
9.07K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-735- 17.79% |
$201K - $285K
|
3.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 0.6% |
$15.3K - $21.7K
|
9.21K
$3.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.05K- 12.76% |
$560K - $794K
|
14K
$5.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.91K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-120- 5.22% |
$32.9K - $46.6K
|
2.18K
$876K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 4.69% |
$640K - $906K
|
47.4K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.6K+ 8.41% |
$712K - $1.01M
|
33.5K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-192- 3.09% |
$52.6K - $74.5K
|
6.02K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-507- 0.53% |
$139K - $197K
|
95.3K
$38.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$8.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
14.5KNew |
$3.97M - $5.63M
|
14.5K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44- 4.8% |
$12.1K - $17.1K
|
873
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
999+ 8.44% |
$274K - $388K
|
12.8K
$5.16M
|
|
|
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
|