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 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
28+ 3.45% |
$7.67K - $10.9K
|
839
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12+ 0.14% |
$3.29K - $4.66K
|
8.76K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-6- 0.31% |
$1.64K - $2.33K
|
1.93K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
248+ 4.94% |
$67.9K - $96.3K
|
5.26K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
106+ 530.0% |
$29K - $41.2K
|
126
$56.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.7K- 21.94% |
$467K - $661K
|
6.06K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-22- 1.46% |
$6.03K - $8.54K
|
1.49K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
503+ 9.49% |
$138K - $195K
|
5.8K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
206+ 1.21% |
$56.4K - $80K
|
17.2K
$7.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 38.24% |
$3.56K - $5.05K
|
47
$21.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.64K+ 0.74% |
$1.27M - $1.8M
|
631K
$285M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.23% |
$1.1K - $1.55K
|
1.77K
$799K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.04% |
$548 - $776
|
4.56K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
851New |
$233K - $330K
|
851
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
744New |
$204K - $289K
|
744
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
43+ 5.17% |
$11.8K - $16.7K
|
874
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 5.01% |
$10.1K - $14.4K
|
701
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-117- 11.09% |
$32.1K - $45.4K
|
938
$423K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$24.1K - $34.2K
|
88
$39.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 1.31% |
$3.56K - $5.05K
|
1.01K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-56- 2.06% |
$15.3K - $21.7K
|
2.66K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
49+ 6.55% |
$13.4K - $19K
|
797
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.11K- 3.81% |
$304K - $430K
|
28K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
452+ 8.65% |
$124K - $175K
|
5.68K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-11.9K- 37.66% |
$3.26M - $4.62M
|
19.7K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-944- 50.0% |
$259K - $366K
|
944
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2- 0.04% |
$548 - $776
|
5.6K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-121- 11.66% |
$33.1K - $47K
|
917
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.87K- 1.12% |
$785K - $1.11M
|
254K
$114M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.26% |
$548 - $776
|
768
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34- 1.34% |
$9.31K - $13.2K
|
2.51K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-64- 9.41% |
$17.5K - $24.8K
|
616
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
420+ 17.43% |
$115K - $163K
|
2.83K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 0.51% |
$26.8K - $38K
|
19.3K
$8.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
35+ 2.12% |
$9.59K - $13.6K
|
1.69K
$760K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-58- 13.58% |
$15.9K - $22.5K
|
369
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-42- 1.11% |
$11.5K - $16.3K
|
3.75K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 27.19% |
$134K - $190K
|
1.31K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.09K+ 6.09% |
$297K - $422K
|
18.9K
$8.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1+ 0.14% |
$274 - $388
|
738
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 8.17% |
$22.2K - $31.4K
|
1.07K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 3.45% |
$9.04K - $12.8K
|
990
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 2.04% |
$35.6K - $50.5K
|
6.52K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.41% |
$4.38K - $6.21K
|
3.88K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-133- 7.92% |
$36.4K - $51.6K
|
1.55K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
BUY
|
- |
15.2KNew |
$4.15M - $5.88M
|
15.2K
$6.83M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.13K+ 108.53% |
$582K - $825K
|
4.08K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-19- 2.87% |
$5.2K - $7.38K
|
644
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.74K- 2.84% |
$475K - $674K
|
59.4K
$26.8M
|