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
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.05K+ 5.54% |
$1.66M - $2.35M
|
115K
$52M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.29K+ 3.62% |
$2.55M - $3.61M
|
266K
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.03K+ 162.72% |
$282K - $400K
|
1.66K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 1.15% |
$13.7K - $19.4K
|
4.29K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
666+ 2.85% |
$182K - $259K
|
24K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-92- 4.79% |
$25.2K - $35.7K
|
1.83K
$824K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.23% |
$300K - $425K
|
50.2K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 23.01% |
$82.2K - $116K
|
1K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.22K- 0.94% |
$607K - $861K
|
233K
$105M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40.9K- 12.71% |
$11.2M - $15.9M
|
281K
$127M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
960+ 16.42% |
$263K - $373K
|
6.81K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 5.14% |
$3.69M - $5.24M
|
276K
$124M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-91- 5.49% |
$24.9K - $35.3K
|
1.57K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-64- 6.18% |
$17.5K - $24.8K
|
971
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.6KNew |
$712K - $1.01M
|
2.6K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 0.18% |
$6.3K - $8.93K
|
12.8K
$5.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.55K- 25.84% |
$972K - $1.38M
|
10.2K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.73K+ 10.32% |
$747K - $1.06M
|
29.1K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-51.4K- 32.38% |
$14.1M - $19.9M
|
107K
$48.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.5K+ 26.03% |
$2.6M - $3.69M
|
46K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-34- 10.09% |
$9.31K - $13.2K
|
303
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.7K+ 54.47% |
$1.84M - $2.6M
|
19K
$8.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86+ 0.78% |
$23.6K - $33.4K
|
11.2K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 1.45% |
$3.29K - $4.66K
|
839
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
15+ 1.08% |
$4.11K - $5.82K
|
1.41K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.03K+ 10.63% |
$557K - $790K
|
21.2K
$9.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251New |
$68.8K - $97.4K
|
251
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 94.87% |
$10.1K - $14.4K
|
2
$901
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-334- 7.42% |
$91.5K - $130K
|
4.17K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 2.9% |
$3.01K - $4.27K
|
368
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$466K - $660K
|
1.7K
$766K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
73.7K+ 6.23% |
$20.2M - $28.6M
|
1.26M
$566M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
21.6K+ 6.36% |
$5.92M - $8.39M
|
361K
$163M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-40- 6.13% |
$11K - $15.5K
|
613
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
15.3K+ 5.95% |
$4.18M - $5.92M
|
272K
$123M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.5K- 58.61% |
$6.7M - $9.5M
|
17.3K
$7.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 10.37% |
$333K - $472K
|
10.5K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
63.7K+ 248.05% |
$17.4M - $24.7M
|
89.3K
$40.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.43K+ 2.44% |
$1.49M - $2.11M
|
228K
$103M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-598- 4.58% |
$164K - $232K
|
12.5K
$5.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 29.85% |
$608K - $862K
|
5.22K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
172KNew |
$47.2M - $66.8M
|
172K
$77.6M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
131+ 1.41% |
$35.9K - $50.9K
|
9.43K
$4.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.6K+ 3.39% |
$437K - $620K
|
48.7K
$21.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-340- 3.64% |
$93.1K - $132K
|
9.01K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.87K- 1.43% |
$512K - $726K
|
129K
$58.1M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-236- 0.64% |
$64.6K - $91.6K
|
36.4K
$16.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-14.3K- 27.49% |
$3.91M - $5.54M
|
37.7K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-613- 15.42% |
$168K - $238K
|
3.36K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.54K- 2.81% |
$420K - $596K
|
53K
$23.9M
|