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
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.13% |
$3.27K - $4.08K
|
7.72K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 7.7% |
$25.8K - $32.2K
|
1.11K
$444K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.15% |
$2.29K - $2.85K
|
4.59K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.78K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.69K- 22.05% |
$552K - $689K
|
5.97K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.02K- 72.91% |
$660K - $823K
|
750
$302K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-232- 9.28% |
$75.8K - $94.6K
|
2.27K
$912K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.81K+ 294.44% |
$918K - $1.15M
|
3.76K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.19% |
$1.96K - $2.45K
|
3.16K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.61% |
$498K - $621K
|
25.6K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-23.4K- 7.8% |
$7.65M - $9.54M
|
277K
$111M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 22.87% |
$52.2M - $65.1M
|
538K
$217M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
16+ 0.82% |
$5.23K - $6.52K
|
1.96K
$787K
|
|
|
May 06, 2025
Q1 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
197K+ 149.7% |
$64.4M - $80.3M
|
329K
$132M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12+ 2.0% |
$3.92K - $4.89K
|
612
$246K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.63K - $2.04K
|
849
$341K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 1.5% |
$6.21K - $7.74K
|
1.29K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.53K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 1.25% |
$32.7K - $40.8K
|
7.89K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
991New |
$324K - $404K
|
991
$399K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6+ 0.27% |
$1.96K - $2.45K
|
2.22K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-150- 1.91% |
$49K - $61.1K
|
7.72K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 8.76% |
$645K - $804K
|
24.5K
$9.85M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-700- 6.42% |
$229K - $285K
|
10.2K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.09% |
$654 - $815
|
2.29K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-42- 0.6% |
$13.7K - $17.1K
|
7K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-395- 15.18% |
$129K - $161K
|
2.21K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-223- 10.13% |
$72.9K - $90.9K
|
1.98K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.3K- 5.54% |
$425K - $530K
|
22.2K
$8.92M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$2.06M - $2.57M
|
6.3K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 2.45% |
$129K - $161K
|
16.6K
$6.67M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 37.5% |
$4.9K - $6.11K
|
55
$22.1K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-48- 4.57% |
$15.7K - $19.6K
|
1K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-110- 6.47% |
$35.9K - $44.8K
|
1.59K
$640K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 98.76% |
$3.47M - $4.33M
|
133
$53.5K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 1.77% |
$26.1K - $32.6K
|
4.44K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.61K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.37K- 25.31% |
$2.08M - $2.6M
|
18.8K
$7.56M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-151- 2.59% |
$49.3K - $61.6K
|
5.68K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 23.08% |
$980 - $1.22K
|
16
$6.43K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 24.25% |
$71.2K - $88.9K
|
1.12K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-358- 2.41% |
$117K - $146K
|
14.5K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-468- 2.42% |
$153K - $191K
|
18.9K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.87% |
$32.7K - $40.8K
|
3.38K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$47.4K - $59.1K
|
145
$58.3K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
621New |
$203K - $253K
|
621
$250K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 9.57% |
$47.1K - $58.7K
|
1.36K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 9.59% |
$84.3K - $105K
|
2.43K
$978K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18- 2.45% |
$5.88K - $7.34K
|
718
$289K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-628- 15.85% |
$205K - $256K
|
3.33K
$1.34M
|