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 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-268- 6.42% |
$73.4K - $104K
|
3.91K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 5.23% |
$14.5K - $20.6K
|
1.07K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 5.55% |
$11K - $15.5K
|
761
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.61% |
$5.48K - $7.76K
|
3.24K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.26K+ 14.95% |
$620K - $878K
|
17.4K
$7.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-380- 6.19% |
$104K - $148K
|
5.76K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Bornite Capital Management LP
|
BUY
|
- |
60KNew |
$16.4M - $23.3M
|
60K
$27M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
30.5KNew |
$8.35M - $11.8M
|
30.5K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.3K+ 13.81% |
$355K - $504K
|
10.7K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
121K+ 20.03% |
$33.2M - $47M
|
725K
$327M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-100- 0.49% |
$27.4K - $38.8K
|
20.3K
$9.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 4.48% |
$47.4K - $67.2K
|
3.69K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.43K+ 18.92% |
$941K - $1.33M
|
21.6K
$9.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 10.34% |
$29K - $41.2K
|
1.13K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
639+ 70.07% |
$175K - $248K
|
1.55K
$699K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.4K+ 46.46% |
$1.75M - $2.48M
|
20.2K
$9.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
275+ 2.76% |
$75.3K - $107K
|
10.2K
$4.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 28.46% |
$4.85M - $6.87M
|
79.9K
$36M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
192+ 8.73% |
$52.6K - $74.5K
|
2.39K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
585+ 3.78% |
$160K - $227K
|
16.1K
$7.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
578+ 2.3% |
$158K - $224K
|
25.7K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
24K+ 17.25% |
$6.58M - $9.32M
|
163K
$73.6M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
85+ 0.86% |
$23.3K - $33K
|
9.94K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
246+ 10.16% |
$67.4K - $95.5K
|
2.67K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
152+ 5.03% |
$41.6K - $59K
|
3.17K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-280- 8.88% |
$76.7K - $109K
|
2.87K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53- 3.01% |
$14.5K - $20.6K
|
1.71K
$768K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-3.27K- 0.33% |
$897K - $1.27M
|
994K
$448M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2+ 1.38% |
$548 - $776
|
147
$66.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
246+ 6.95% |
$67.4K - $95.5K
|
3.79K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.6K+ 186.81% |
$4.01M - $5.68M
|
22.5K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.58K+ 4.02% |
$1.8M - $2.55M
|
170K
$76.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-50- 4.9% |
$13.7K - $19.4K
|
970
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
562New |
$154K - $218K
|
562
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
165+ 4.23% |
$45.2K - $64.1K
|
4.06K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-15.7K- 75.12% |
$4.3M - $6.09M
|
5.2K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
3K+ 10.12% |
$822K - $1.16M
|
32.6K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$280K - $397K
|
1.02K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 70.0% |
$3.84K - $5.43K
|
34
$15.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
812New |
$222K - $315K
|
812
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.02K- 54.69% |
$828K - $1.17M
|
2.5K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 4.3% |
$82.2K - $116K
|
7.27K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
24+ 0.51% |
$6.57K - $9.32K
|
4.74K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.12K- 7.71% |
$306K - $433K
|
13.4K
$6.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
25+ 0.18% |
$6.85K - $9.71K
|
13.8K
$6.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-22.3K- 87.07% |
$6.1M - $8.64M
|
3.31K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.3K- 7.59% |
$9.12M - $12.9M
|
406K
$183M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
155+ 2.58% |
$42.5K - $60.2K
|
6.16K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$548 - $776
|
6.95K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
61.9K+ 1573.59% |
$16.9M - $24M
|
65.8K
$29.6M
|