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 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-16.1K- 6.28% |
$4.4M - $6.24M
|
240K
$108M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
600+ 0.18% |
$164K - $233K
|
329K
$148M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 0.75% |
$6.85K - $9.71K
|
3.32K
$1.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
140+ 5.6% |
$38.4K - $54.3K
|
2.64K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.37% |
$7.67K - $10.9K
|
7.61K
$3.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-310- 19.5% |
$84.9K - $120K
|
1.28K
$577K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-48- 6.87% |
$13.1K - $18.6K
|
651
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-350- 13.97% |
$95.9K - $136K
|
2.16K
$971K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17+ 121.43% |
$4.66K - $6.6K
|
31
$14K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-26.7K- 8.38% |
$7.32M - $10.4M
|
292K
$132M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.4K+ 7.82% |
$3.95M - $5.59M
|
199K
$89.5M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-139- 13.09% |
$38.1K - $54K
|
923
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$104K - $148K
|
907
$409K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$4.11K - $5.82K
|
1.13K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-324- 12.67% |
$88.8K - $126K
|
2.23K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
23+ 3.7% |
$6.3K - $8.93K
|
644
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-182- 0.23% |
$49.9K - $70.7K
|
78.8K
$35.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 6.68% |
$178K - $252K
|
9.06K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$4.11K - $5.82K
|
3.48K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 9.55% |
$23.8K - $33.8K
|
998
$450K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-26- 1.13% |
$7.12K - $10.1K
|
2.27K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85+ 2.79% |
$23.3K - $33K
|
3.14K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
68+ 1.08% |
$18.6K - $26.4K
|
6.34K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 0.66% |
$8.22K - $11.6K
|
4.48K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-300- 46.08% |
$82.2K - $116K
|
351
$158K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-23- 1.65% |
$6.3K - $8.93K
|
1.37K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-85- 0.22% |
$23.3K - $33K
|
38.3K
$17.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 1.1% |
$8.22K - $11.6K
|
2.7K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
82.8K+ 5.85% |
$22.7M - $32.1M
|
1.5M
$676M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-7.95K- 89.74% |
$2.18M - $3.09M
|
909
$410K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
263+ 11.58% |
$72K - $102K
|
2.53K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.16K- 86.0% |
$1.96M - $2.78M
|
1.17K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.64K- 1.0% |
$449K - $637K
|
162K
$72.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.38K- 25.91% |
$925K - $1.31M
|
9.66K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
584New |
$160K - $227K
|
584
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
747+ 1.74% |
$205K - $290K
|
43.7K
$19.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.12% |
$548 - $776
|
1.66K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
59+ 1.59% |
$16.2K - $22.9K
|
3.77K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-626- 8.42% |
$171K - $243K
|
6.81K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-9- 0.69% |
$2.47K - $3.49K
|
1.3K
$586K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.03K+ 356.94% |
$282K - $399K
|
1.32K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
826+ 1.41% |
$226K - $321K
|
59.5K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
535New |
$147K - $208K
|
535
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-319- 73.17% |
$87.4K - $124K
|
117
$52.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12.3K- 56.09% |
$3.37M - $4.78M
|
9.63K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
34+ 0.25% |
$9.31K - $13.2K
|
13.7K
$6.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-37- 5.38% |
$10.1K - $14.4K
|
651
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-6.79K- 90.69% |
$1.86M - $2.64M
|
697
$314K
|