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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
7.21KNew |
$1.98M - $2.8M
|
7.21K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
38.9K+ 2.85% |
$10.6M - $15.1M
|
1.4M
$632M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
626New |
$171K - $243K
|
626
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.97K- 1.39% |
$540K - $765K
|
140K
$63M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
81+ 1.59% |
$22.2K - $31.4K
|
5.17K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 25.28% |
$322K - $456K
|
3.47K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 1.09% |
$2.74K - $3.88K
|
905
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-500- 2.37% |
$137K - $194K
|
20.6K
$9.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.01K+ 25.89% |
$276K - $391K
|
4.89K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
151K+ 18131.5% |
$41.5M - $58.8M
|
152K
$68.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-14.4K- 65.16% |
$3.94M - $5.59M
|
7.7K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.2K+ 3.15% |
$1.15M - $1.63M
|
138K
$62M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 1.93% |
$395K - $560K
|
73.2K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$548 - $776
|
1.59K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20.6K+ 10.6% |
$5.65M - $8.01M
|
215K
$97.1M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.7K- 5.3% |
$4.3M - $6.09M
|
280K
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 67.57% |
$538K - $762K
|
942
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
141K+ 4.48% |
$38.6M - $54.7M
|
3.28M
$1.48B
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
140+ 11.79% |
$38.4K - $54.3K
|
1.33K
$598K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-428- 10.32% |
$117K - $166K
|
3.72K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.75K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
186+ 18.43% |
$51K - $72.2K
|
1.2K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 88.8% |
$11.4M - $16.1M
|
5.23K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.42K- 6.6% |
$936K - $1.33M
|
48.3K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-66- 2.08% |
$18.1K - $25.6K
|
3.11K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28- 4.09% |
$7.67K - $10.9K
|
656
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.15K- 7.56% |
$863K - $1.22M
|
38.5K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.12K- 14.65% |
$305K - $433K
|
6.5K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 50.0% |
$2.19K - $3.11K
|
24
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-4- 0.62% |
$1.1K - $1.55K
|
644
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$18.9K - $26.8K
|
69
$31.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4+ 0.59% |
$1.1K - $1.55K
|
683
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
930New |
$255K - $361K
|
930
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25KNew |
$6.84M - $9.69M
|
25K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-204- 5.7% |
$55.9K - $79.2K
|
3.37K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.73K- 2.01% |
$475K - $673K
|
84.5K
$38.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.26K+ 2.43% |
$346K - $490K
|
53.1K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-35- 5.49% |
$9.59K - $13.6K
|
603
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 3.47% |
$12.6K - $17.9K
|
1.37K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.9K- 3.85% |
$1.34M - $1.9M
|
122K
$55.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2- 0.07% |
$548 - $776
|
2.8K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.49K- 6.56% |
$408K - $578K
|
21.2K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
25.7K+ 6.63% |
$7.04M - $9.98M
|
413K
$186M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31K- 88.79% |
$8.49M - $12M
|
3.91K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-90.4K- 22.27% |
$24.8M - $35.1M
|
316K
$142M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-54- 1.54% |
$14.8K - $21K
|
3.44K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
13.1K+ 229.2% |
$3.58M - $5.07M
|
18.8K
$8.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.19K+ 29.95% |
$326K - $462K
|
5.17K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
361+ 3.73% |
$98.9K - $140K
|
10K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.41K- 17.15% |
$386K - $547K
|
6.81K
$3.07M
|