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 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
26New |
$8.5K - $10.6K
|
26
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 6.03% |
$2.28M - $2.85M
|
109K
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
115KNew |
$37.5M - $46.8M
|
115K
$46.1M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
459+ 5.1% |
$150K - $187K
|
9.47K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
647New |
$211K - $264K
|
647
$260K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-72- 0.99% |
$23.5K - $29.3K
|
7.2K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.73K+ 0.38% |
$1.22M - $1.52M
|
977K
$393M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
120+ 3.06% |
$39.2K - $48.9K
|
4.04K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 5.44% |
$71.2K - $88.9K
|
3.79K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-478- 11.24% |
$156K - $195K
|
3.78K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12K+ 12.51% |
$3.93M - $4.9M
|
108K
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-112K- 5.23% |
$36.7M - $45.7M
|
2.03M
$818M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-51.8K- 22.61% |
$16.9M - $21.1M
|
177K
$71.3M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
527+ 1.81% |
$172K - $215K
|
29.6K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-129- 1.63% |
$42.2K - $52.6K
|
7.8K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 3.71% |
$27.4K - $34.2K
|
2.18K
$877K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-854- 3.32% |
$279K - $348K
|
24.9K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
42+ 0.3% |
$13.7K - $17.1K
|
13.9K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-371- 4.32% |
$121K - $151K
|
8.22K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-250K- 3.65% |
$81.6M - $102M
|
6.6M
$2.65B
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
59+ 5.47% |
$19.3K - $24.1K
|
1.14K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
710+ 24.72% |
$232K - $289K
|
3.58K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 0.75% |
$9.8K - $12.2K
|
4.01K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 1.23% |
$2.94K - $3.67K
|
721
$290K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
41+ 7.02% |
$13.4K - $16.7K
|
625
$251K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 3.49% |
$16.3K - $20.4K
|
1.38K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.26K+ 337.53% |
$1.39M - $1.74M
|
5.53K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-16.2K- 13.13% |
$5.29M - $6.59M
|
107K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-36- 1.27% |
$11.8K - $14.7K
|
2.8K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.46K- 13.25% |
$1.13M - $1.41M
|
22.7K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.33K+ 5.74% |
$1.09M - $1.36M
|
61.3K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 29.88% |
$98K - $122K
|
1.3K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-62.7K- 80.28% |
$20.5M - $25.6M
|
15.4K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71+ 0.42% |
$23.2K - $28.9K
|
17.1K
$6.9M
|
|
|
May 13, 2025
Q1 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-2.36K- 21.11% |
$771K - $962K
|
8.82K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 26.76% |
$139K - $173K
|
2.01K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
37New |
$12.1K - $15.1K
|
37
$14.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.4K- 5.89% |
$12.6M - $15.7M
|
615K
$247M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.78K+ 730.17% |
$2.21M - $2.76M
|
7.7K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 1.05% |
$15.7K - $19.6K
|
4.52K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.45K+ 23.35% |
$1.45M - $1.81M
|
23.5K
$9.46M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$90.9K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-15.1K- 25.81% |
$4.93M - $6.16M
|
43.4K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.88K+ 320.0% |
$941K - $1.17M
|
3.78K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.35% |
$1.96K - $2.45K
|
1.7K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$3.34M - $4.16M
|
10.2K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
408New |
$133K - $166K
|
408
$164K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
99.9K+ 9.24% |
$32.7M - $40.7M
|
1.18M
$475M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.27K+ 2.09% |
$413K - $516K
|
61.8K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-312- 5.78% |
$102K - $127K
|
5.09K
$2.05M
|