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 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.25K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
219+ 1.25% |
$71.6K - $89.3K
|
17.7K
$7.12M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 0.4% |
$16K - $20K
|
12.3K
$4.94M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 15.05% |
$378K - $472K
|
8.84K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
813+ 57.95% |
$266K - $331K
|
2.22K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2K- 74.05% |
$654K - $815K
|
701
$282K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
19+ 1.66% |
$6.21K - $7.74K
|
1.16K
$467K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
6.07KNew |
$1.98M - $2.48M
|
6.07K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
204+ 4.24% |
$66.7K - $83.2K
|
5.02K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.5K+ 3.35% |
$9.95M - $12.4M
|
940K
$378M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-42- 1.56% |
$13.7K - $17.1K
|
2.65K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-93- 14.09% |
$30.4K - $37.9K
|
567
$228K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
448+ 12.23% |
$146K - $183K
|
4.11K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 22.02% |
$492K - $614K
|
8.35K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.31% |
$654 - $815
|
646
$260K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1K- 54.76% |
$327K - $408K
|
827
$333K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-113- 7.07% |
$36.9K - $46.1K
|
1.49K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-232- 6.96% |
$75.8K - $94.6K
|
3.1K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.81% |
$43.5K - $54.2K
|
16.4K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
62+ 620.0% |
$20.3K - $25.3K
|
72
$29K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-329- 99.7% |
$108K - $134K
|
1
$402
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
96+ 5.49% |
$31.4K - $39.1K
|
1.85K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.01K+ 12.77% |
$984K - $1.23M
|
26.6K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
82+ 8.71% |
$26.8K - $33.4K
|
1.02K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-74- 3.43% |
$24.2K - $30.2K
|
2.08K
$838K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-126- 1.87% |
$41.2K - $51.4K
|
6.62K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
145New |
$47.4K - $59.1K
|
145
$58.3K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.35% |
$2.29K - $2.85K
|
2K
$803K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
156+ 12.6% |
$51K - $63.6K
|
1.39K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
86+ 2.37% |
$28.1K - $35.1K
|
3.71K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.2K+ 15.33% |
$390K - $487K
|
8.99K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.49K+ 1.46% |
$814K - $1.02M
|
173K
$69.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 9.36% |
$20.6K - $25.7K
|
610
$245K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-760- 14.58% |
$248K - $310K
|
4.45K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-27- 2.84% |
$8.82K - $11K
|
925
$372K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-198- 0.28% |
$64.7K - $80.7K
|
71.6K
$28.8M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.85K- 45.66% |
$931K - $1.16M
|
3.39K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1K+ 140.34% |
$327K - $408K
|
1.72K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.39% |
$327 - $408
|
257
$103K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
480+ 8.5% |
$157K - $196K
|
6.13K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.64% |
$8.17K - $10.2K
|
3.9K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-337- 27.56% |
$110K - $137K
|
886
$356K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 3.42% |
$27.1K - $33.8K
|
2.35K
$943K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
951+ 5.17% |
$311K - $388K
|
19.3K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
337+ 145.26% |
$110K - $137K
|
569
$229K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-85- 5.19% |
$27.8K - $34.6K
|
1.55K
$624K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 3.11% |
$16K - $20K
|
1.63K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-78- 30.95% |
$25.5K - $31.8K
|
174
$70K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
96+ 48.98% |
$31.4K - $39.1K
|
292
$117K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-137- 1.11% |
$44.8K - $55.8K
|
12.2K
$4.91M
|