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 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
85+ 3.89% |
$27.8K - $34.6K
|
2.27K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
59+ 40.69% |
$19.3K - $24.1K
|
204
$82K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 7.88% |
$2.16M - $2.7M
|
90.7K
$36.5M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-76- 0.97% |
$24.8K - $31K
|
7.77K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.7% |
$38.2K - $47.7K
|
6.98K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
222New |
$72.5K - $90.5K
|
222
$89.3K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.29K+ 167.32% |
$420K - $524K
|
2.05K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 5.29% |
$38.2K - $47.7K
|
2.09K
$842K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 2.41% |
$111K - $139K
|
13.8K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 2.56% |
$5.55K - $6.93K
|
681
$274K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-7.51K- 63.47% |
$2.45M - $3.06M
|
4.32K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 2.21% |
$82K - $102K
|
11.1K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
135+ 7.12% |
$44.1K - $55K
|
2.03K
$817K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
66+ 6.2% |
$21.6K - $26.9K
|
1.13K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.01% |
$327 - $408
|
9.48K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
388+ 2.0% |
$127K - $158K
|
19.7K
$7.94M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 27.84% |
$1.85M - $2.3M
|
25.9K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$305K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-631- 2.43% |
$206K - $257K
|
25.3K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.41KNew |
$460K - $574K
|
1.41K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.26K+ 4.5% |
$411K - $513K
|
29.3K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
142+ 1.33% |
$46.4K - $57.9K
|
10.8K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.72K- 7.04% |
$887K - $1.11M
|
35.9K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
245+ 2.1% |
$80.1K - $99.9K
|
11.9K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.16% |
$327 - $408
|
621
$250K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.46% |
$470K - $586K
|
24.9K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 0.79% |
$66K - $82.3K
|
25.8K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.9K+ 580.67% |
$5.18M - $6.47M
|
18.6K
$7.48M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.82% |
$27.8K - $34.6K
|
4.75K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.89K- 39.29% |
$617K - $769K
|
2.92K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 7.41% |
$31.7K - $39.5K
|
1.41K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-55- 1.53% |
$18K - $22.4K
|
3.54K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 14.33% |
$40.8K - $51K
|
747
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.51K- 3.58% |
$2.45M - $3.06M
|
202K
$81.3M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-7- 17.95% |
$2.29K - $2.85K
|
32
$12.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
202+ 32.11% |
$66K - $82.3K
|
831
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
337+ 6.79% |
$110K - $137K
|
5.3K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 19.86% |
$1.38M - $1.72M
|
17K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$327 - $408
|
859
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
771+ 5.81% |
$252K - $314K
|
14K
$5.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
46.2K+ 14.15% |
$15.1M - $18.8M
|
373K
$150M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.63KNew |
$1.19M - $1.48M
|
3.63K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-108- 3.27% |
$35.3K - $44K
|
3.19K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
455+ 14.95% |
$149K - $185K
|
3.5K
$1.41M
|