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 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.13% |
$327 - $408
|
772
$310K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
642+ 0.58% |
$210K - $262K
|
112K
$45.1M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 2.34% |
$32.7K - $40.8K
|
4.17K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-779- 14.71% |
$255K - $318K
|
4.52K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.96K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-232K- 24.85% |
$75.7M - $94.5M
|
701K
$282M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$1.01M - $1.27M
|
3.1K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.21% |
$2.29K - $2.85K
|
3.34K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-60- 1.16% |
$19.6K - $24.5K
|
5.1K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-46- 4.52% |
$15K - $18.8K
|
971
$391K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
769+ 1.89% |
$251K - $313K
|
41.5K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.17% |
$1.31K - $1.63K
|
2.32K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-16.5K- 91.83% |
$5.38M - $6.71M
|
1.47K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 3.51% |
$544K - $679K
|
49.1K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-104- 2.9% |
$34K - $42.4K
|
3.49K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.67K+ 0.72% |
$546K - $681K
|
235K
$94.6M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.36M+ 2723.08% |
$446M - $556M
|
1.41M
$569M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
430+ 10.13% |
$141K - $175K
|
4.68K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28- 0.76% |
$9.15K - $11.4K
|
3.64K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-149- 0.69% |
$48.7K - $60.7K
|
21.5K
$8.67M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5+ 0.38% |
$1.63K - $2.04K
|
1.32K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.25K+ 13.27% |
$407K - $507K
|
10.6K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.02% |
$327 - $408
|
4.94K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.28% |
$4.57K - $5.71K
|
5.06K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
108+ 0.42% |
$35.3K - $44K
|
25.6K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.98KNew |
$648K - $808K
|
1.98K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 3.55% |
$357K - $445K
|
31.8K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.61KNew |
$852K - $1.06M
|
2.61K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
812+ 4.32% |
$265K - $331K
|
19.6K
$7.89M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
504+ 16.49% |
$165K - $205K
|
3.56K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.15KNew |
$1.36M - $1.69M
|
4.15K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
717
$288K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.17K+ 111.08% |
$1.04M - $1.29M
|
6.02K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
134+ 11.55% |
$43.8K - $54.6K
|
1.29K
$520K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-380- 12.33% |
$124K - $155K
|
2.7K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.63K+ 2.9% |
$2.82M - $3.52M
|
306K
$123M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.04% |
$327 - $408
|
2.31K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-131- 2.09% |
$42.8K - $53.4K
|
6.14K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12- 0.25% |
$3.92K - $4.89K
|
4.79K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-120- 4.72% |
$39.2K - $48.9K
|
2.42K
$974K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$327K - $408K
|
1K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 3.6% |
$798K - $996K
|
65.4K
$26.3M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
25+ 0.86% |
$8.17K - $10.2K
|
2.92K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-407- 8.0% |
$133K - $166K
|
4.68K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-14K- 16.25% |
$4.56M - $5.69M
|
71.9K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
668New |
$218K - $272K
|
668
$269K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.91% |
$19.6K - $24.5K
|
6.55K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-111- 9.5% |
$36.3K - $45.2K
|
1.06K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
81+ 2.17% |
$26.5K - $33K
|
3.81K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3K+ 437.32% |
$980K - $1.22M
|
3.69K
$1.48M
|