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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
185+ 4.28% |
$60.4K - $75.4K
|
4.51K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.92KClosed |
$1.93M - $2.41M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 12.51% |
$334K - $417K
|
9.19K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-730- 1.39% |
$239K - $298K
|
51.8K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.05K+ 3.76% |
$671K - $837K
|
56.7K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 2.77% |
$5.88K - $7.34K
|
631
$254K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
10.5K+ 525900.0% |
$3.44M - $4.29M
|
10.5K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-130K- 52.1% |
$42.6M - $53.1M
|
120K
$48.2M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-2- 0.12% |
$654 - $815
|
1.66K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-125- 2.03% |
$40.8K - $51K
|
6.03K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-21.9K- 27.48% |
$7.16M - $8.93M
|
57.8K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
184+ 8.68% |
$60.1K - $75K
|
2.31K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-259- 3.32% |
$84.6K - $106K
|
7.54K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.14% |
$31.4K - $39.1K
|
2.96K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.25% |
$1.96K - $2.45K
|
2.42K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
51.8KNew |
$16.9M - $21.1M
|
51.8K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$654 - $815
|
1.59K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
124K+ 45.54% |
$40.7M - $50.7M
|
398K
$160M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
862+ 1.34% |
$282K - $351K
|
65K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-454- 4.02% |
$148K - $185K
|
10.8K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-735- 4.24% |
$240K - $300K
|
16.6K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16+ 0.93% |
$5.23K - $6.52K
|
1.74K
$698K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$389K - $485K
|
1.19K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-343- 3.32% |
$112K - $140K
|
9.99K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-5.12K- 56.3% |
$1.67M - $2.09M
|
3.98K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.82K+ 2.13% |
$921K - $1.15M
|
135K
$54.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-69- 6.07% |
$22.5K - $28.1K
|
1.07K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.79K+ 6.24% |
$584K - $729K
|
30.5K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
43New |
$14.1K - $17.5K
|
43
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
19.9K+ 355.03% |
$6.51M - $8.13M
|
25.6K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.23KNew |
$1.06M - $1.32M
|
3.23K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 1.63% |
$1.63K - $2.04K
|
301
$121K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.5K+ 9.77% |
$5.05M - $6.3M
|
174K
$69.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.33K- 27.84% |
$1.09M - $1.36M
|
8.63K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
15.3K+ 7.38% |
$5M - $6.23M
|
222K
$89.5M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
11.2K+ 7.36% |
$3.67M - $4.57M
|
164K
$65.8M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
160+ 2.83% |
$52.3K - $65.2K
|
5.81K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11.1K- 28.64% |
$3.61M - $4.51M
|
27.5K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
614+ 4.42% |
$201K - $250K
|
14.5K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 3.8% |
$12.1K - $15.1K
|
1.01K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$241K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.4K+ 1.39% |
$457K - $571K
|
102K
$41M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-98- 7.34% |
$32K - $39.9K
|
1.24K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.2K+ 1.11% |
$393K - $490K
|
110K
$44.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
890+ 0.82% |
$291K - $363K
|
109K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
28+ 0.17% |
$9.15K - $11.4K
|
16.2K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.64K+ 6.47% |
$2.17M - $2.71M
|
109K
$44M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-45.8K- 68.67% |
$15M - $18.7M
|
20.9K
$8.41M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-22.1K- 2.06% |
$7.23M - $9.02M
|
1.05M
$423M
|