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 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25+ 0.95% |
$6.85K - $9.71K
|
2.67K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-405- 2.91% |
$111K - $157K
|
13.5K
$6.08M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 7.46% |
$20.5K - $29.1K
|
930
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-410- 5.85% |
$112K - $159K
|
6.6K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 28.21% |
$54.8K - $77.6K
|
909
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
162+ 19.8% |
$44.4K - $62.9K
|
980
$442K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-133- 1.25% |
$36.4K - $51.6K
|
10.5K
$4.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-354- 22.55% |
$97K - $137K
|
1.22K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
391+ 38.52% |
$107K - $152K
|
1.41K
$634K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
54+ 1.55% |
$14.8K - $21K
|
3.54K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
367+ 9.78% |
$101K - $142K
|
4.12K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
503+ 2.26% |
$138K - $195K
|
22.8K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.89% |
$712K - $1.01M
|
135K
$60.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
550New |
$151K - $214K
|
550
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-15.3K- 99.13% |
$4.2M - $5.96M
|
135
$60.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-11.9K- 93.32% |
$3.25M - $4.6M
|
848
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
420+ 0.6% |
$115K - $163K
|
70.3K
$31.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
240+ 7.47% |
$65.7K - $93.2K
|
3.45K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 13.12% |
$895K - $1.27M
|
21.6K
$9.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 3.51% |
$39.4K - $55.9K
|
4.25K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
740+ 18.87% |
$203K - $287K
|
4.66K
$2.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-887- 40.65% |
$243K - $344K
|
1.3K
$584K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.54% |
$274 - $388
|
184
$82.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 9.84% |
$6.85K - $9.71K
|
279
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
53+ 7.27% |
$14.5K - $20.6K
|
782
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-102K- 13.04% |
$27.8M - $39.4M
|
678K
$305M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$274 - $388
|
2.3K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.82K- 12.53% |
$498K - $705K
|
12.7K
$5.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 3.83% |
$60K - $85K
|
5.49K
$2.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10- 1.08% |
$2.74K - $3.88K
|
918
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
70+ 10.67% |
$19.2K - $27.2K
|
726
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-122- 0.54% |
$33.4K - $47.4K
|
22.6K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-729- 7.56% |
$200K - $283K
|
8.91K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
654+ 2.21% |
$179K - $254K
|
30.3K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 200.0% |
$137K - $194K
|
750
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
640New |
$175K - $248K
|
640
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
120+ 3.87% |
$32.9K - $46.6K
|
3.22K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.1% |
$8.22K - $11.6K
|
2.77K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 1.21% |
$3.29K - $4.66K
|
977
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.98K- 2.02% |
$817K - $1.16M
|
144K
$65.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
60+ 6.75% |
$16.4K - $23.3K
|
949
$428K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 16.67% |
$548 - $776
|
14
$6.31K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
55+ 2.27% |
$15.1K - $21.4K
|
2.48K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.64K - $2.33K
|
2.17K
$980K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
89+ 11.53% |
$24.4K - $34.6K
|
861
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98+ 4.37% |
$26.8K - $38K
|
2.34K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12.7K- 86.58% |
$3.48M - $4.93M
|
1.97K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.25K- 4.1% |
$891K - $1.26M
|
76.1K
$34.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
107+ 5.43% |
$29.3K - $41.5K
|
2.08K
$936K
|