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 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 1.21% |
$5.48K - $7.76K
|
1.67K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-597- 36.16% |
$164K - $232K
|
1.05K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-237- 41.65% |
$64.9K - $92K
|
332
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 3.58% |
$476K - $674K
|
46.8K
$21.1M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.1K- 16.32% |
$3.05M - $4.32M
|
57.1K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-156K- 0.34% |
$42.7M - $60.5M
|
46.1M
$20.8B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 11.57% |
$63.8K - $90.5K
|
2.25K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
606+ 24.85% |
$166K - $235K
|
3.05K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
277+ 2.43% |
$75.9K - $108K
|
11.7K
$5.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
97+ 2.72% |
$26.6K - $37.7K
|
3.66K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
213+ 0.34% |
$58.3K - $82.7K
|
62.4K
$28.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
37+ 2.49% |
$10.1K - $14.4K
|
1.52K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.74K+ 133.41% |
$476K - $674K
|
3.04K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15+ 1.78% |
$4.11K - $5.82K
|
856
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-589- 2.16% |
$161K - $229K
|
26.6K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
537New |
$147K - $208K
|
537
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 3.3% |
$18.1K - $25.6K
|
2.06K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-852- 10.2% |
$233K - $331K
|
7.5K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
337+ 7.95% |
$92.3K - $131K
|
4.58K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 8.48% |
$19.4K - $27.6K
|
908
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
17+ 0.64% |
$4.66K - $6.6K
|
2.68K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 0.43% |
$54.8K - $77.6K
|
46.2K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.59K- 0.62% |
$2.35M - $3.33M
|
1.37M
$618M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
550New |
$151K - $214K
|
550
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-300- 21.4% |
$82.2K - $116K
|
1.1K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.15% |
$822 - $1.16K
|
2.03K
$913K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-94- 0.38% |
$25.8K - $36.5K
|
24.7K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.05K+ 116.27% |
$1.66M - $2.35M
|
11.2K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-224- 3.67% |
$61.4K - $87K
|
5.88K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 1.21% |
$9.86K - $14K
|
2.93K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 8.69% |
$26K - $36.9K
|
998
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
752New |
$206K - $292K
|
752
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
475+ 38.81% |
$130K - $184K
|
1.7K
$766K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-238- 3.92% |
$65.2K - $92.4K
|
5.83K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.4K- 2.65% |
$2.86M - $4.05M
|
383K
$173M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16K- 10.07% |
$4.39M - $6.22M
|
143K
$64.5M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.09K- 10.41% |
$847K - $1.2M
|
26.6K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.1K- 2.22% |
$849K - $1.2M
|
137K
$61.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.7K- 14.52% |
$16.9M - $23.9M
|
363K
$164M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
323+ 15.26% |
$88.5K - $125K
|
2.44K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1- 0.09% |
$274 - $388
|
1.06K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 17.44% |
$38.1K - $54K
|
936
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
307+ 18.9% |
$84.1K - $119K
|
1.93K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-571- 24.96% |
$156K - $222K
|
1.72K
$774K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.36K+ 37.08% |
$1.47M - $2.08M
|
19.8K
$8.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-138- 15.66% |
$37.8K - $53.6K
|
743
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-26- 4.14% |
$7.12K - $10.1K
|
602
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 6.88% |
$68.5K - $97.1K
|
3.38K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-49.6K- 0.47% |
$13.6M - $19.3M
|
10.5M
$4.72B
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 6.17% |
$90.9K - $129K
|
5.72K
$2.58M
|