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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$734K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 6.42% |
$23.8K - $33.8K
|
1.27K
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.91K- 68.37% |
$796K - $1.13M
|
1.34K
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 4.69% |
$140K - $198K
|
10.4K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
448+ 22.24% |
$123K - $174K
|
2.46K
$990K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
16+ 0.2% |
$4.38K - $6.21K
|
8.21K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.55% |
$1.64K - $2.33K
|
1.09K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 0.23% |
$2.19K - $3.11K
|
3.41K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.46% |
$5.48K - $7.76K
|
4.36K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 1.71% |
$10.1K - $14.4K
|
2.12K
$854K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$915K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.55K
|
3.3K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 3.3% |
$7.94K - $11.3K
|
849
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 15.5% |
$64.9K - $92K
|
1.29K
$520K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
857+ 33.31% |
$235K - $333K
|
3.43K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-341- 2.56% |
$93.4K - $132K
|
13K
$5.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-157- 2.98% |
$43K - $60.9K
|
5.12K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.97% |
$14.5K - $20.6K
|
1.28K
$515K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.07KNew |
$293K - $415K
|
1.07K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 3.86% |
$13.7K - $19.4K
|
1.25K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.75% |
$6.85K - $9.71K
|
1.4K
$563K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
62+ 4.91% |
$17K - $24.1K
|
1.33K
$533K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-390- 18.52% |
$107K - $151K
|
1.72K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-313- 29.25% |
$85.7K - $122K
|
757
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.46K- 18.87% |
$400K - $566K
|
6.27K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
69+ 7.32% |
$18.9K - $26.8K
|
1.01K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
204+ 14.68% |
$55.9K - $79.2K
|
1.59K
$641K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 1.8% |
$6.85K - $9.71K
|
1.41K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.98% |
$274 - $388
|
103
$41.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 2.85% |
$450K - $637K
|
59.2K
$23.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4- 0.56% |
$1.1K - $1.55K
|
711
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-202- 5.16% |
$55.3K - $78.4K
|
3.71K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
89+ 11.71% |
$24.4K - $34.6K
|
849
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 12.76% |
$843K - $1.2M
|
27.2K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 2.81% |
$9.59K - $13.6K
|
1.28K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.05K+ 18.92% |
$2.2M - $3.12M
|
50.6K
$20.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$757K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$489K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
71+ 1.07% |
$19.4K - $27.6K
|
6.72K
$2.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-48- 1.44% |
$13.1K - $18.6K
|
3.28K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 500.0% |
$1.37K - $1.94K
|
6
$2.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3+ 0.44% |
$822 - $1.16K
|
692
$278K
|