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 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
449+ 670.15% |
$123K - $174K
|
516
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-245- 17.06% |
$67.1K - $95.1K
|
1.19K
$537K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6+ 0.0% |
$1.64K - $2.33K
|
143K
$64.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.64K - $2.33K
|
8.22K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.15K- 7.83% |
$863K - $1.22M
|
37.1K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-125- 0.67% |
$34.2K - $48.5K
|
18.4K
$8.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
88+ 0.13% |
$24.1K - $34.2K
|
70.4K
$31.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.65KNew |
$1M - $1.42M
|
3.65K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
875+ 17.77% |
$240K - $340K
|
5.8K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
661New |
$181K - $257K
|
661
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
11.4KNew |
$3.13M - $4.44M
|
11.4K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.85KNew |
$505K - $716K
|
1.85K
$831K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-212- 12.42% |
$58.1K - $82.3K
|
1.5K
$674K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
457+ 56.77% |
$125K - $177K
|
1.26K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-63- 3.61% |
$17.3K - $24.5K
|
1.68K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.93K - $6.99K
|
6.32K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 1.99% |
$63.8K - $90.5K
|
11.5K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-262- 1.91% |
$71.8K - $102K
|
13.5K
$6.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.43% |
$4.38K - $6.21K
|
3.67K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.51K- 8.72% |
$2.6M - $3.69M
|
99.5K
$44.8M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 2.74% |
$7.4K - $10.5K
|
1.01K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-199- 14.66% |
$54.5K - $77.3K
|
1.16K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 19.19% |
$27.4K - $38.8K
|
421
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
687New |
$188K - $267K
|
687
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-53K- 8.04% |
$14.5M - $20.6M
|
606K
$273M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.71K+ 5.14% |
$1.02M - $1.44M
|
75.9K
$34.2M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.44K- 35.63% |
$1.22M - $1.73M
|
8.03K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-96- 3.36% |
$26.3K - $37.3K
|
2.76K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
107+ 5.61% |
$29.3K - $41.5K
|
2.01K
$908K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-12- 0.28% |
$3.29K - $4.66K
|
4.31K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-65- 2.23% |
$17.8K - $25.2K
|
2.85K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.64K- 11.75% |
$996K - $1.41M
|
27.3K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2+ 0.06% |
$548 - $776
|
3.48K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
442+ 15.98% |
$121K - $172K
|
3.21K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
200+ 17.89% |
$54.8K - $77.6K
|
1.32K
$594K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.91% |
$2.19K - $3.11K
|
874
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 10.31% |
$27.4K - $38.8K
|
870
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
586New |
$161K - $227K
|
586
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
93.8KNew |
$25.7M - $36.4M
|
93.8K
$42.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-142- 0.78% |
$38.9K - $55.1K
|
18K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-21- 1.28% |
$5.75K - $8.15K
|
1.62K
$729K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.17K- 10.3% |
$1.42M - $2.01M
|
45K
$20.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
287K+ 140.43% |
$78.6M - $111M
|
491K
$221M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-590- 16.43% |
$162K - $229K
|
3K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$548 - $776
|
2
$901
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-66- 5.64% |
$18.1K - $25.6K
|
1.1K
$498K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-591- 6.68% |
$162K - $229K
|
8.25K
$3.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
81+ 2.36% |
$22.2K - $31.4K
|
3.52K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.42K+ 6.2% |
$662K - $938K
|
41.4K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
- |
6.94KNew |
$1.9M - $2.7M
|
6.94K
$3.13M
|