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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-234- 10.05% |
$64.1K - $90.8K
|
2.09K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-449- 34.97% |
$123K - $174K
|
835
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.22% |
$1.1K - $1.55K
|
1.84K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
239+ 18.19% |
$65.5K - $92.8K
|
1.55K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-33- 3.49% |
$9.04K - $12.8K
|
912
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-348- 17.1% |
$95.3K - $135K
|
1.69K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-100- 3.9% |
$27.4K - $38.8K
|
2.46K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
563New |
$154K - $219K
|
563
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
87+ 2.26% |
$23.8K - $33.8K
|
3.94K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$8.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
209+ 32.2% |
$57.3K - $81.1K
|
858
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
156+ 3.45% |
$42.7K - $60.6K
|
4.68K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 22.2% |
$26K - $36.9K
|
333
$134K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-103- 16.48% |
$28.2K - $40K
|
522
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 9.28% |
$23K - $32.6K
|
989
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
512+ 31.37% |
$140K - $199K
|
2.14K
$862K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-204- 17.72% |
$55.9K - $79.2K
|
947
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.07% |
$31.2K - $44.3K
|
157K
$63.1M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$514K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
26+ 0.11% |
$7.12K - $10.1K
|
24.5K
$9.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 1.67% |
$6.03K - $8.54K
|
1.3K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6- 0.68% |
$1.64K - $2.33K
|
873
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.79% |
$4.11K - $5.82K
|
1.9K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.58K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 24.21% |
$54.8K - $77.6K
|
626
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-479- 8.57% |
$131K - $186K
|
5.11K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46- 0.59% |
$12.6K - $17.9K
|
7.69K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-183- 0.77% |
$50.1K - $71K
|
23.7K
$9.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.04% |
$13.1K - $18.6K
|
904
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.82K- 76.72% |
$499K - $707K
|
553
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 16.65% |
$61.6K - $87.3K
|
1.58K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 3.97% |
$20K - $28.3K
|
1.91K
$769K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 4.08% |
$15.1K - $21.4K
|
1.4K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
604New |
$165K - $234K
|
604
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-110- 1.5% |
$30.1K - $42.7K
|
7.25K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-84- 31.0% |
$23K - $32.6K
|
187
$75.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.1K - $1.55K
|
1.54K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-575- 4.94% |
$158K - $223K
|
11.1K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-249- 2.28% |
$68.2K - $96.7K
|
10.7K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.32K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.33% |
$23.6K - $33.4K
|
2.67K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.2K- 68.67% |
$3.08M - $4.37M
|
5.13K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.23K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$4.54M
|