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 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 3.57% |
$160K - $200K
|
14.2K
$5.71M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 2.02% |
$27.1K - $33.8K
|
4.03K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-17- 0.6% |
$5.55K - $6.93K
|
2.84K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
462+ 22.62% |
$151K - $188K
|
2.5K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
216+ 18.93% |
$70.6K - $88K
|
1.36K
$546K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.83K+ 4.04% |
$598K - $746K
|
47.1K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-13- 0.45% |
$4.25K - $5.3K
|
2.86K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
44+ 0.48% |
$14.4K - $17.9K
|
9.3K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.71% |
$4.9K - $6.11K
|
2.1K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
206+ 17.65% |
$67.3K - $84K
|
1.37K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.43KNew |
$793K - $989K
|
2.43K
$976K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
125+ 0.34% |
$40.8K - $51K
|
36.6K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
143+ 13.54% |
$46.7K - $58.3K
|
1.2K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
743+ 3.39% |
$243K - $303K
|
22.7K
$9.13M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.38K- 46.5% |
$2.08M - $2.6M
|
7.34K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 1.88% |
$21.2K - $26.5K
|
3.53K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 114.68% |
$4.49M - $5.6M
|
25.7K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.51K- 50.52% |
$492K - $613K
|
1.47K
$593K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
142+ 3.58% |
$46.4K - $57.9K
|
4.11K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13K+ 134.22% |
$4.23M - $5.28M
|
22.6K
$9.1M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36+ 14.57% |
$11.8K - $14.7K
|
283
$114K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-97- 5.48% |
$31.7K - $39.5K
|
1.67K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-136- 1.71% |
$44.4K - $55.4K
|
7.83K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-378- 2.36% |
$124K - $154K
|
15.6K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.68K+ 35.53% |
$1.2M - $1.5M
|
14K
$5.64M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37+ 0.23% |
$12.1K - $15.1K
|
16.5K
$6.62M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-731- 0.56% |
$239K - $298K
|
129K
$51.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-573- 12.71% |
$187K - $234K
|
3.94K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
49+ 1.34% |
$16K - $20K
|
3.72K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-190K- 48.82% |
$62M - $77.4M
|
199K
$80M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
36.1K+ 100.56% |
$11.8M - $14.7M
|
72K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.37K+ 3.81% |
$447K - $558K
|
37.3K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
53+ 5.63% |
$17.3K - $21.6K
|
994
$400K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.43K+ 6.79% |
$2.76M - $3.44M
|
133K
$53.4M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.53K+ 80.25% |
$2.13M - $2.66M
|
14.7K
$5.89M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.43K- 53.97% |
$466K - $581K
|
1.22K
$489K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
323+ 29.96% |
$106K - $132K
|
1.4K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$327 - $408
|
1.06K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
394+ 6.05% |
$129K - $161K
|
6.91K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
21+ 3.31% |
$6.86K - $8.56K
|
656
$264K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 2.17% |
$65.4K - $81.5K
|
9.02K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.49% |
$2.61K - $3.26K
|
1.62K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.85% |
$2.61K - $3.26K
|
930
$374K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$1.31K - $1.63K
|
1.04K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.22K- 40.97% |
$399K - $497K
|
1.76K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
20+ 0.38% |
$6.54K - $8.15K
|
5.22K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4+ 0.14% |
$1.31K - $1.63K
|
2.86K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.89K+ 63.78% |
$1.92M - $2.4M
|
15.1K
$6.08M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
538+ 8.79% |
$176K - $219K
|
6.66K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-46- 1.97% |
$15K - $18.8K
|
2.29K
$921K
|