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 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-53- 0.47% |
$17.3K - $21.6K
|
11.3K
$4.56M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
973+ 10.53% |
$318K - $397K
|
10.2K
$4.11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 0.77% |
$28.1K - $35.1K
|
11.1K
$4.45M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-125- 13.77% |
$40.8K - $51K
|
783
$315K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
143+ 1.0% |
$46.7K - $58.3K
|
14.4K
$5.81M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
26.1K+ 9.26% |
$8.54M - $10.7M
|
308K
$124M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
129+ 1.83% |
$42.2K - $52.6K
|
7.18K
$2.89M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7+ 2.03% |
$2.29K - $2.85K
|
352
$142K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
1.29K+ 74.51% |
$422K - $527K
|
3.03K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
58+ 1.42% |
$19K - $23.6K
|
4.15K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.19K- 2.13% |
$388K - $484K
|
54.6K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13+ 0.24% |
$4.25K - $5.3K
|
5.35K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-61- 0.23% |
$19.9K - $24.9K
|
26.5K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 1.0% |
$1.06M - $1.32M
|
328K
$132M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 2.5% |
$1.96K - $2.45K
|
234
$94.1K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-42- 3.22% |
$13.7K - $17.1K
|
1.26K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.67% |
$2.61K - $3.26K
|
1.21K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
5.37K+ 2.14% |
$1.76M - $2.19M
|
256K
$103M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-914- 4.53% |
$299K - $373K
|
19.3K
$7.75M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-136- 4.03% |
$44.4K - $55.4K
|
3.24K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-3- 0.3% |
$980 - $1.22K
|
1K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-148- 23.09% |
$48.4K - $60.3K
|
493
$198K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-339- 13.37% |
$111K - $138K
|
2.2K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-48- 4.87% |
$15.7K - $19.6K
|
938
$377K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 17.68% |
$10.5K - $13K
|
149
$59.9K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-86- 1.67% |
$28.1K - $35.1K
|
5.07K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$849K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$980 - $1.22K
|
2.55K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-438- 3.54% |
$143K - $179K
|
11.9K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
488+ 3.72% |
$159K - $199K
|
13.6K
$5.48M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 2.89% |
$73.2K - $91.3K
|
7.96K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 2.3% |
$63.7K - $79.5K
|
8.29K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-106- 5.24% |
$34.6K - $43.2K
|
1.92K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.35K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-165- 4.25% |
$53.9K - $67.3K
|
3.72K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
89+ 8.79% |
$29.1K - $36.3K
|
1.1K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
882+ 52.66% |
$288K - $360K
|
2.56K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-30- 1.17% |
$9.8K - $12.2K
|
2.52K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270+ 11.31% |
$88.2K - $110K
|
2.66K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$40.2K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-312- 2.2% |
$102K - $127K
|
13.9K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14K- 2.3% |
$4.57M - $5.7M
|
593K
$239M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 3.8% |
$788K - $983K
|
61.1K
$24.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 34.52% |
$540K - $674K
|
3.14K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 0.79% |
$364K - $454K
|
142K
$57M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
9+ 0.39% |
$2.94K - $3.67K
|
2.3K
$925K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
74+ 1.54% |
$24.2K - $30.2K
|
4.89K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.15% |
$98K - $122K
|
25.7K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-20.9K- 22.85% |
$6.82M - $8.51M
|
70.5K
$28.3M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.12% |
$15K - $18.8K
|
36.8K
$14.8M
|