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 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
313+ 52.34% |
$102K - $128K
|
911
$366K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.6K+ 41.03% |
$523K - $652K
|
5.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$548M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
265K+ 37.9% |
$86.6M - $108M
|
964K
$388M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
8.7K+ 6.0% |
$2.84M - $3.55M
|
154K
$61.9M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 13.73% |
$88.5K - $110K
|
2.25K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$327K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
628+ 1.83% |
$205K - $256K
|
34.9K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
263+ 8.76% |
$85.9K - $107K
|
3.27K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-33- 2.98% |
$10.8K - $13.5K
|
1.07K
$432K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-102K- 34.4% |
$33.3M - $41.5M
|
194K
$78.1M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.44% |
$1.14M - $1.43M
|
140K
$56.3M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.23K+ 200.18% |
$729K - $909K
|
3.34K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.36% |
$8.82K - $11K
|
1.95K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
227+ 5.62% |
$74.2K - $92.5K
|
4.27K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.12K- 80.23% |
$2M - $2.49M
|
1.51K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.76% |
$9.8K - $12.2K
|
3.93K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18K- 47.19% |
$384K - $479K
|
1.32K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
185+ 9.54% |
$60.4K - $75.4K
|
2.12K
$854K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-8.6K- 52.44% |
$2.81M - $3.51M
|
7.8K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
200K+ 356.7% |
$65.5M - $81.7M
|
257K
$103M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32+ 2.38% |
$10.5K - $13K
|
1.37K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-756- 55.38% |
$247K - $308K
|
609
$245K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
520+ 15.51% |
$170K - $212K
|
3.87K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.66K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630K+ 20.86% |
$206M - $257M
|
3.65M
$1.47B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-966- 3.54% |
$316K - $394K
|
26.3K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.05K+ 28.74% |
$344K - $429K
|
4.71K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
101K+ 6.61% |
$33.1M - $41.3M
|
1.63M
$657M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-69- 2.08% |
$22.5K - $28.1K
|
3.25K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-180- 0.28% |
$58.8K - $73.4K
|
64.9K
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
725New |
$237K - $296K
|
725
$292K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.47KNew |
$481K - $600K
|
1.47K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-26- 1.32% |
$8.5K - $10.6K
|
1.95K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
139+ 2.68% |
$45.4K - $56.7K
|
5.33K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-137- 1.03% |
$44.8K - $55.8K
|
13.1K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 0.73% |
$5.23K - $6.52K
|
2.2K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.3K- 44.11% |
$425K - $531K
|
1.65K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 10.33% |
$12.4K - $15.5K
|
406
$163K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.14% |
$327 - $408
|
706
$284K
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-52.2K- 40.26% |
$17.1M - $21.3M
|
77.5K
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-256K- 45.46% |
$83.7M - $104M
|
307K
$124M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-8.32M- 50.76% |
$2.72B - $3.39B
|
8.07M
$3.25B
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-39.9K- 50.98% |
$13M - $16.3M
|
38.4K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-55.5K- 47.46% |
$18.1M - $22.6M
|
61.5K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
812K+ 27.77% |
$265M - $331M
|
3.74M
$1.5B
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.79K- 51.61% |
$2.87M - $3.58M
|
8.25K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
120+ 2.61% |
$39.2K - $48.9K
|
4.72K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
524+ 27.93% |
$171K - $214K
|
2.4K
$965K
|