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
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
151+ 6.38% |
$49.3K - $61.6K
|
2.52K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.95K+ 1.96% |
$1.94M - $2.43M
|
309K
$124M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$40.2K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16+ 1.38% |
$5.23K - $6.52K
|
1.18K
$473K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$74.5K - $92.9K
|
5.23K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-354- 9.1% |
$116K - $144K
|
3.54K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.56% |
$61.4K - $76.6K
|
33.8K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.99KNew |
$977K - $1.22M
|
2.99K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-558- 4.68% |
$182K - $227K
|
11.4K
$4.57M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.36K+ 5.72% |
$445K - $555K
|
25.2K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36+ 1.78% |
$11.8K - $14.7K
|
2.06K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
818New |
$267K - $333K
|
818
$329K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15- 0.65% |
$4.9K - $6.11K
|
2.3K
$924K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50.7K- 98.2% |
$16.6M - $20.7M
|
929
$374K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17K+ 17.63% |
$5.54M - $6.91M
|
113K
$45.5M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.49K- 16.37% |
$2.45M - $3.05M
|
38.3K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.76K- 53.97% |
$1.23M - $1.53M
|
3.2K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-55- 7.59% |
$18K - $22.4K
|
670
$269K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 99.43% |
$340K - $424K
|
6
$2.41K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.9K- 19.04% |
$622K - $776K
|
8.09K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.42% |
$23.5K - $29.3K
|
2.18K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-249- 95.77% |
$81.4K - $101K
|
11
$4.42K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 2.81% |
$49K - $61.1K
|
5.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.29K- 8.97% |
$2.38M - $2.97M
|
74K
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
415+ 65.66% |
$136K - $169K
|
1.05K
$421K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- 0.13% |
$654 - $815
|
1.58K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-2- 0.07% |
$654 - $815
|
2.83K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 1.3% |
$61.8K - $77K
|
14.7K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
58+ 1.57% |
$19K - $23.6K
|
3.74K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
928+ 6.6% |
$303K - $378K
|
15K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.51K- 7.09% |
$1.15M - $1.43M
|
46K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57K+ 4.21% |
$514K - $642K
|
39K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.11% |
$6.86K - $8.56K
|
1.88K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.36% |
$2.94K - $3.67K
|
2.52K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-11.8K- 31.49% |
$3.84M - $4.79M
|
25.6K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.88K+ 6.24% |
$614K - $766K
|
32K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 10.0% |
$6.54K - $8.15K
|
180
$72.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.36K- 47.05% |
$443K - $553K
|
1.53K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.28% |
$1.63K - $2.04K
|
1.79K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.3K+ 7.15% |
$1.41M - $1.75M
|
64.5K
$25.9M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 48.03% |
$457K - $570K
|
1.51K
$609K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85- 2.22% |
$27.8K - $34.6K
|
3.75K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
245+ 17.38% |
$80.1K - $99.9K
|
1.66K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
80+ 9.52% |
$26.1K - $32.6K
|
920
$370K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 0.84% |
$15.4K - $19.2K
|
5.57K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.43K- 20.62% |
$2.1M - $2.62M
|
24.8K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
490+ 19.21% |
$160K - $200K
|
3.04K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.71KNew |
$2.19M - $2.74M
|
6.71K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-25- 1.46% |
$8.17K - $10.2K
|
1.68K
$677K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
987+ 33.92% |
$323K - $402K
|
3.9K
$1.57M
|