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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-404- 0.62% |
$111K - $157K
|
64.6K
$29.1M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.21K+ 53.2% |
$330K - $468K
|
3.47K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.79K+ 68.27% |
$1.59M - $2.25M
|
14.3K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-766- 19.27% |
$210K - $297K
|
3.21K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.78K- 49.01% |
$1.03M - $1.47M
|
3.93K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-105- 8.5% |
$28.8K - $40.8K
|
1.13K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$937K - $1.33M
|
3.42K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
31+ 1.24% |
$8.49K - $12K
|
2.54K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-150- 19.26% |
$41.1K - $58.2K
|
629
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 33.33% |
$1.37K - $1.94K
|
20
$9.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-8- 0.28% |
$2.19K - $3.11K
|
2.85K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-10.5K- 99.98% |
$2.88M - $4.08M
|
2
$901
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
45.7K+ 38.15% |
$12.5M - $17.7M
|
166K
$74.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.08M+ 84.61% |
$297M - $421M
|
2.37M
$1.07B
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.1K+ 219.31% |
$3.3M - $4.68M
|
17.6K
$7.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
35+ 3.8% |
$9.59K - $13.6K
|
957
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50.6K- 8.89% |
$13.9M - $19.7M
|
519K
$234M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.49KNew |
$681K - $965K
|
2.49K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
8.34K+ 8.16% |
$2.29M - $3.24M
|
111K
$49.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.06K- 20.02% |
$1.11M - $1.57M
|
16.2K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 12.07% |
$62.2K - $88.1K
|
1.65K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
7+ 0.51% |
$1.92K - $2.72K
|
1.37K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-35- 2.14% |
$9.59K - $13.6K
|
1.6K
$722K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-147- 6.69% |
$40.3K - $57.1K
|
2.05K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
107+ 4.95% |
$29.3K - $41.5K
|
2.27K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-86- 10.97% |
$23.6K - $33.4K
|
698
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-13.8K- 39.29% |
$3.79M - $5.37M
|
21.4K
$9.64M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.53% |
$591K - $837K
|
24.8K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-48- 2.05% |
$13.1K - $18.6K
|
2.3K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-21- 1.06% |
$5.75K - $8.15K
|
1.96K
$882K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-53- 0.87% |
$14.5K - $20.6K
|
6.04K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
734New |
$201K - $285K
|
734
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
$4.11K - $5.82K
|
2.72K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
165+ 2.74% |
$45.2K - $64.1K
|
6.18K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 1.28% |
$6.85K - $9.71K
|
1.92K
$867K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 2.63% |
$29K - $41.2K
|
4.14K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 1.3% |
$54K - $76.5K
|
15K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
830+ 1.84% |
$227K - $322K
|
45.9K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.08K- 2.01% |
$569K - $807K
|
101K
$45.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
86+ 8.65% |
$23.6K - $33.4K
|
1.08K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.3% |
$1.92K - $2.72K
|
2.31K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-189- 2.39% |
$51.8K - $73.4K
|
7.73K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
138+ 1.11% |
$37.8K - $53.6K
|
12.6K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
754New |
$207K - $293K
|
754
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.21K+ 8.72% |
$606K - $859K
|
27.6K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
389+ 6.73% |
$107K - $151K
|
6.17K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-235- 13.54% |
$64.4K - $91.2K
|
1.5K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
235+ 0.6% |
$64.4K - $91.2K
|
39.3K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-16- 0.99% |
$4.38K - $6.21K
|
1.6K
$721K
|