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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-45- 0.17% |
$14.7K - $18.3K
|
26.1K
$8.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.54K- 8.77% |
$504K - $629K
|
16K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$714K - $891K
|
2.19K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-785- 16.71% |
$256K - $320K
|
3.91K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-113- 6.48% |
$36.9K - $46.1K
|
1.63K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 15.67% |
$16.3K - $20.4K
|
269
$88.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49- 3.79% |
$16K - $20K
|
1.25K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.67% |
$1.96K - $2.45K
|
905
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
52+ 3.39% |
$17K - $21.2K
|
1.59K
$523K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.37K+ 72833.33% |
$1.43M - $1.78M
|
4.38K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-119- 5.25% |
$38.9K - $48.5K
|
2.15K
$708K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$980 - $1.22K
|
3.67K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.16% |
$654 - $815
|
1.23K
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
29+ 0.15% |
$9.48K - $11.8K
|
19.2K
$6.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 0.5% |
$4.25K - $5.3K
|
2.62K
$864K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-18- 0.54% |
$5.88K - $7.34K
|
3.33K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-70- 5.99% |
$22.9K - $28.5K
|
1.1K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$1.65K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
321+ 50.87% |
$105K - $131K
|
952
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-162- 5.16% |
$52.9K - $66K
|
2.98K
$981K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-20- 2.61% |
$6.54K - $8.15K
|
746
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.59K- 72.4% |
$1.17M - $1.46M
|
1.37K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 3.25% |
$36.3K - $45.2K
|
3.53K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
85+ 11.87% |
$27.8K - $34.6K
|
801
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 5.92% |
$390K - $487K
|
21.4K
$7.05M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-614- 7.36% |
$201K - $250K
|
7.73K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-47- 5.87% |
$15.4K - $19.2K
|
754
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-19- 2.47% |
$6.21K - $7.74K
|
751
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
124+ 1.84% |
$40.5K - $50.5K
|
6.86K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.68K+ 74.39% |
$1.86M - $2.32M
|
13.3K
$4.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.18K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
103+ 5.14% |
$33.7K - $42K
|
2.11K
$695K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
337+ 340.4% |
$110K - $137K
|
436
$144K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.8K+ 180.89% |
$5.5M - $6.86M
|
26.1K
$8.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-6.76K- 63.46% |
$2.21M - $2.76M
|
3.89K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 3.99% |
$32.7K - $40.8K
|
2.41K
$793K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3K- 60.02% |
$979K - $1.22M
|
2K
$658K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
496+ 32.67% |
$162K - $202K
|
2.01K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10+ 0.24% |
$3.27K - $4.08K
|
4.13K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-65- 1.22% |
$21.2K - $26.5K
|
5.28K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.02K
$665K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-281- 11.01% |
$91.8K - $115K
|
2.27K
$749K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-86- 0.71% |
$28.1K - $35.1K
|
12K
$3.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-330- 0.27% |
$108K - $135K
|
124K
$40.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
100+ 23.87% |
$32.7K - $40.8K
|
519
$171K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.63K - $2.04K
|
16.2K
$5.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
35+ 1.13% |
$11.4K - $14.3K
|
3.15K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$346K
|