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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10- 1.44% |
$3.27K - $4.08K
|
686
$276K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2+ 0.18% |
$654 - $815
|
1.09K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
201+ 34.96% |
$65.7K - $81.9K
|
776
$312K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
137New |
$44.8K - $55.8K
|
137
$55.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18.2K- 3.31% |
$5.94M - $7.41M
|
531K
$213M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.39K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73+ 0.14% |
$23.9K - $29.8K
|
51.8K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.08% |
$654 - $815
|
2.57K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
886+ 46.48% |
$290K - $361K
|
2.79K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.05KNew |
$670K - $836K
|
2.05K
$825K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-101- 9.08% |
$33K - $41.2K
|
1.01K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.6K- 9.39% |
$4.43M - $5.53M
|
131K
$52.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-611- 2.67% |
$200K - $249K
|
22.3K
$8.95M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-25- 5.58% |
$8.17K - $10.2K
|
423
$170K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-114- 0.78% |
$37.2K - $46.5K
|
14.6K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-95- 12.96% |
$31K - $38.7K
|
638
$257K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-1.8K- 52.94% |
$588K - $734K
|
1.6K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
468+ 0.74% |
$153K - $191K
|
63.4K
$25.5M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57.9K- 38.26% |
$18.9M - $23.6M
|
93.4K
$37.6M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
579+ 28.42% |
$189K - $236K
|
2.62K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-110- 5.09% |
$35.9K - $44.8K
|
2.05K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-429- 2.81% |
$140K - $175K
|
14.8K
$5.97M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.67K+ 98.74% |
$871K - $1.09M
|
5.37K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-3- 2.17% |
$980 - $1.22K
|
135
$54.3K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-796- 6.45% |
$260K - $324K
|
11.5K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
283+ 5.73% |
$92.5K - $115K
|
5.23K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
45+ 1.03% |
$14.7K - $18.3K
|
4.43K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69+ 7.44% |
$22.5K - $28.1K
|
996
$401K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-128K- 43.17% |
$41.8M - $52.2M
|
168K
$67.8M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.32K+ 5.04% |
$1.41M - $1.76M
|
90K
$36.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-314- 9.64% |
$103K - $128K
|
2.94K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-103- 1.98% |
$33.7K - $42K
|
5.09K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-613- 4.96% |
$200K - $250K
|
11.7K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 35.43% |
$397K - $495K
|
2.21K
$890K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-335- 1.22% |
$109K - $137K
|
27.1K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.31K+ 16.69% |
$2.06M - $2.57M
|
44.1K
$17.7M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10+ 1.29% |
$3.27K - $4.08K
|
783
$315K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-9.71K- 3.9% |
$3.17M - $3.96M
|
239K
$96.2M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 2.09% |
$2.61K - $3.26K
|
374
$150K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-52- 0.39% |
$17K - $21.2K
|
13.2K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-124- 9.72% |
$40.5K - $50.5K
|
1.15K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1+ 0.0% |
$327 - $408
|
20.9K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
30+ 0.88% |
$9.8K - $12.2K
|
3.44K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-56- 3.19% |
$18.3K - $22.8K
|
1.7K
$683K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 2.53% |
$15.7K - $19.6K
|
1.95K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
12.4K+ 4.7% |
$4.04M - $5.04M
|
275K
$111M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-111- 0.98% |
$36.3K - $45.2K
|
11.2K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
22+ 0.16% |
$7.19K - $8.97K
|
13.5K
$5.44M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.41K- 98.46% |
$2.09M - $2.61M
|
100
$40.2K
|