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 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 1.81% |
$8.22K - $11.6K
|
1.63K
$732K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
923+ 8.69% |
$253K - $358K
|
11.5K
$5.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
694New |
$190K - $269K
|
694
$313K
|
|
|
Aug 04, 2025
Q2 2025
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
32.7KNew |
$8.95M - $12.7M
|
32.7K
$14.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
839+ 6.49% |
$230K - $326K
|
13.8K
$6.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.82K+ 3.5% |
$773K - $1.1M
|
83.4K
$37.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
94+ 3.48% |
$25.8K - $36.5K
|
2.8K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
387+ 15.3% |
$106K - $150K
|
2.92K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-117- 46.8% |
$32.1K - $45.4K
|
133
$59.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4- 0.27% |
$1.1K - $1.55K
|
1.47K
$662K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
426+ 16.33% |
$117K - $165K
|
3.03K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-54- 0.95% |
$14.8K - $21K
|
5.62K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-330K- 94.34% |
$90.4M - $128M
|
19.8K
$8.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-14.3K- 8.13% |
$3.91M - $5.54M
|
161K
$72.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-374- 9.78% |
$102K - $145K
|
3.45K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
82+ 12.11% |
$22.5K - $31.8K
|
759
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
145+ 3.93% |
$39.7K - $56.3K
|
3.84K
$1.73M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.07K- 15.35% |
$566K - $802K
|
11.4K
$5.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
491+ 52.85% |
$135K - $191K
|
1.42K
$640K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
223+ 4.41% |
$61.1K - $86.6K
|
5.28K
$2.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
59+ 5.88% |
$16.2K - $22.9K
|
1.06K
$479K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
16.7K+ 16.4% |
$4.57M - $6.48M
|
119K
$53.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
16+ 0.49% |
$4.38K - $6.21K
|
3.26K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
44+ 1.3% |
$12.1K - $17.1K
|
3.44K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
11+ 0.08% |
$3.01K - $4.27K
|
13.3K
$5.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
362+ 31.15% |
$99.2K - $141K
|
1.52K
$687K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.41K- 15.78% |
$387K - $549K
|
7.55K
$3.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.31% |
$9.04K - $12.8K
|
10.8K
$4.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-345- 5.1% |
$94.5K - $134K
|
6.42K
$2.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
517+ 17.31% |
$142K - $201K
|
3.5K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 8.87% |
$27.4K - $38.8K
|
1.03K
$463K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-800- 3.38% |
$219K - $311K
|
22.9K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
55+ 0.09% |
$15.1K - $21.4K
|
64.1K
$28.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-26- 1.44% |
$7.12K - $10.1K
|
1.78K
$802K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-332- 1.47% |
$90.9K - $129K
|
22.2K
$10M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-18.4K- 92.54% |
$5.03M - $7.13M
|
1.48K
$667K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-34- 2.04% |
$9.31K - $13.2K
|
1.64K
$737K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-492- 1.07% |
$135K - $191K
|
45.4K
$20.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
150+ 8.74% |
$41.1K - $58.2K
|
1.87K
$841K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 5.0% |
$274 - $388
|
21
$9.46K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
131+ 19.32% |
$35.9K - $50.9K
|
809
$365K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
81+ 3.81% |
$22.2K - $31.4K
|
2.21K
$994K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-690- 2.33% |
$189K - $268K
|
28.9K
$13M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
522New |
$143K - $203K
|
522
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-193- 1.84% |
$52.9K - $74.9K
|
10.3K
$4.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.4K- 74.8% |
$656K - $930K
|
807
$364K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-154- 41.18% |
$42.2K - $59.8K
|
220
$99.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-565- 8.48% |
$155K - $219K
|
6.1K
$2.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
345+ 20.56% |
$94.5K - $134K
|
2.02K
$912K
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
328+ 8.12% |
$89.9K - $127K
|
4.37K
$1.97M
|