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 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.96K+ 23.2% |
$538K - $762K
|
10.4K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-80- 4.71% |
$21.9K - $31.1K
|
1.62K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$2.8M - $3.97M
|
10.2K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
236+ 30.69% |
$64.6K - $91.6K
|
1.01K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-6- 2.69% |
$1.64K - $2.33K
|
217
$97.8K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
323+ 19.48% |
$88.5K - $125K
|
1.98K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.09KNew |
$298K - $423K
|
1.09K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.57% |
$822 - $1.16K
|
520
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 6.2% |
$4.66K - $6.6K
|
291
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-285- 26.44% |
$78.1K - $111K
|
793
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-5.79K- 96.66% |
$1.59M - $2.25M
|
200
$90.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-2.21K- 99.15% |
$604K - $856K
|
19
$8.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
783+ 1535.29% |
$214K - $304K
|
834
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
2.17K+ 36.28% |
$595K - $843K
|
8.16K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-417- 18.2% |
$114K - $162K
|
1.87K
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16- 0.92% |
$4.38K - $6.21K
|
1.72K
$776K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.65% |
$1.1K - $1.55K
|
607
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.25% |
$5.2K - $7.38K
|
825
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 12.47% |
$401K - $568K
|
13.2K
$5.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.27K- 4.96% |
$348K - $493K
|
24.4K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-29- 2.72% |
$7.94K - $11.3K
|
1.04K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.3KNew |
$357K - $506K
|
1.3K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
83New |
$22.7K - $32.2K
|
83
$37.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
670New |
$184K - $260K
|
670
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.3K+ 43.67% |
$2.81M - $3.99M
|
33.8K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
46+ 106.98% |
$12.6K - $17.9K
|
89
$40.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
599New |
$164K - $233K
|
599
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
560New |
$153K - $217K
|
560
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-30- 3.86% |
$8.22K - $11.6K
|
747
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
138+ 2.71% |
$37.8K - $53.6K
|
5.23K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-141- 1.58% |
$38.6K - $54.7K
|
8.79K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
11K+ 3.97% |
$3.01M - $4.27M
|
288K
$130M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-2.75K- 23.46% |
$754K - $1.07M
|
8.98K
$4.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
10.8K+ 1.12% |
$2.96M - $4.2M
|
975K
$440M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
PUT |
-7.2K- 4.68% |
$1.97M - $2.8M
|
147K
$66.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
263+ 17.89% |
$72K - $102K
|
1.73K
$781K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
31.5K+ 10.19% |
$8.62M - $12.2M
|
340K
$153M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-70- 3.29% |
$19.2K - $27.2K
|
2.06K
$928K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 6.71% |
$480K - $681K
|
27.9K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219+ 17.78% |
$60K - $85K
|
1.45K
$654K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-454- 0.78% |
$124K - $176K
|
57.7K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 12.22% |
$3.62M - $5.13M
|
94.9K
$42.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.06K+ 27.6% |
$2.21M - $3.13M
|
37.3K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$809K - $1.15M
|
2.95K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.47% |
$274 - $388
|
215
$96.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-252K- 85.92% |
$69.1M - $97.9M
|
41.3K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-776- 0.71% |
$213K - $301K
|
109K
$49.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.41K+ 83.07% |
$387K - $549K
|
3.11K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-213- 2.37% |
$58.3K - $82.7K
|
8.78K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.06K- 39.95% |
$564K - $800K
|
3.1K
$1.4M
|