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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.27M- 99.57% |
$1.99B - $2.82B
|
31.3K
$14.1M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 4.17% |
$1.64K - $2.33K
|
150
$67.6K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
850New |
$233K - $330K
|
850
$383K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2KNew |
$549K - $778K
|
2K
$903K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-6- 1.12% |
$1.64K - $2.33K
|
529
$238K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-75.3K- 99.28% |
$20.6M - $29.2M
|
549
$247K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 17.55% |
$11.3M - $16M
|
276K
$124M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.53K+ 17.05% |
$418K - $593K
|
10.5K
$4.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
239+ 10.4% |
$65.5K - $92.8K
|
2.54K
$1.14M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
820New |
$225K - $318K
|
820
$370K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.4K+ 60.74% |
$384K - $543K
|
3.71K
$1.67M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.29% |
$2.74K - $3.88K
|
3.4K
$1.53M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
17New |
$4.66K - $6.6K
|
17
$7.66K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-207K- 88.5% |
$56.7M - $80.3M
|
26.9K
$12.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4.1K+ 2.79% |
$1.12M - $1.59M
|
151K
$68M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.04% |
$3.29K - $4.66K
|
30.4K
$13.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
492+ 42.34% |
$135K - $191K
|
1.65K
$745K
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
7.56KNew |
$2.07M - $2.94M
|
7.56K
$3.41M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69.8K+ 12.64% |
$19.1M - $27.1M
|
622K
$280M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
580New |
$159K - $225K
|
580
$261K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.64K+ 44.47% |
$449K - $637K
|
5.33K
$2.4M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.83K+ 99.69% |
$1.05M - $1.48M
|
7.66K
$3.45M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
637New |
$174K - $247K
|
637
$287K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
519New |
$142K - $201K
|
519
$234K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-910- 6.48% |
$249K - $353K
|
13.1K
$5.92M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.03K- 6.15% |
$555K - $787K
|
30.9K
$13.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.41% |
$15.6K - $22.1K
|
13.8K
$6.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
257New |
$70.4K - $99.8K
|
257
$116K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-889- 48.18% |
$244K - $345K
|
956
$431K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
314+ 2.44% |
$86K - $122K
|
13.2K
$5.94M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 8.32% |
$843K - $1.2M
|
40.1K
$18.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.1K- 69.07% |
$5.51M - $7.8M
|
9K
$4.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
296+ 6.84% |
$81.1K - $115K
|
4.63K
$2.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.89% |
$1.1K - $1.55K
|
452
$204K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-325- 22.81% |
$89K - $126K
|
1.1K
$496K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 59.71% |
$337K - $477K
|
3.29K
$1.48M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 9.2% |
$30.4K - $43.1K
|
1.32K
$594K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588- 3.75% |
$161K - $228K
|
15.1K
$6.8M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 7.06% |
$21.4K - $30.3K
|
1.03K
$463K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$8.5M - $12M
|
31K
$14M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
362KNew |
$99.2M - $141M
|
362K
$163M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.3K- 12.5% |
$3.1M - $4.4M
|
79.2K
$35.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.09% |
$548 - $776
|
2.18K
$982K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
72+ 8.15% |
$19.7K - $28K
|
955
$430K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-287- 7.28% |
$78.6K - $111K
|
3.65K
$1.65M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.7K- 53.98% |
$1.56M - $2.21M
|
4.86K
$2.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.2KNew |
$6.35M - $9M
|
23.2K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12- 0.44% |
$3.29K - $4.66K
|
2.74K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 1.67% |
$32.7M - $46.3M
|
7.29M
$3.28B
|