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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 16.63% |
$313K - $443K
|
8K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-267- 1.8% |
$73.1K - $104K
|
14.6K
$6.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 1.25% |
$4.11K - $5.82K
|
1.19K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.27K- 1.37% |
$897K - $1.27M
|
236K
$106M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.35% |
$32.6K - $46.2K
|
5.19K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
129+ 3.03% |
$35.3K - $50.1K
|
4.39K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40+ 31.75% |
$11K - $15.5K
|
166
$74.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-201- 14.64% |
$55.1K - $78K
|
1.17K
$528K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
645+ 3.15% |
$177K - $250K
|
21.1K
$9.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37K+ 35.17% |
$924K - $1.31M
|
13K
$5.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
605New |
$166K - $235K
|
605
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
301+ 3.18% |
$82.5K - $117K
|
9.78K
$4.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.56% |
$27.4K - $38.8K
|
17.9K
$8.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-102- 7.48% |
$27.9K - $39.6K
|
1.26K
$569K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 18.63% |
$329K - $466K
|
7.64K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-190- 1.34% |
$52K - $73.8K
|
14K
$6.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
139+ 9.84% |
$38.1K - $54K
|
1.55K
$699K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
280+ 11.2% |
$76.7K - $109K
|
2.78K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
129K+ 51.77% |
$35.3M - $50M
|
378K
$170M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-487- 2.42% |
$133K - $189K
|
19.6K
$8.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-639- 1.43% |
$175K - $248K
|
44.2K
$19.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
412+ 15.48% |
$113K - $160K
|
3.07K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.52% |
$548 - $776
|
384
$173K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.94% |
$4.11K - $5.82K
|
1.59K
$716K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
585New |
$160K - $227K
|
585
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
102+ 8.52% |
$27.9K - $39.6K
|
1.3K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.45K- 1.53% |
$1.77M - $2.5M
|
414K
$186M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.66% |
$10.1K - $14.4K
|
5.58K
$2.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
505+ 0.92% |
$138K - $196K
|
55.2K
$24.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-139- 3.57% |
$38.1K - $54K
|
3.76K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
44.7K+ 22.47% |
$12.3M - $17.4M
|
244K
$110M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-10.8K- 15.0% |
$2.96M - $4.19M
|
61.2K
$27.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 1.77% |
$29.6K - $41.9K
|
5.99K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 12.31% |
$875K - $1.24M
|
29.1K
$13.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
596New |
$163K - $231K
|
596
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2- 0.18% |
$548 - $776
|
1.1K
$497K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 10.97% |
$23K - $32.6K
|
850
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-32- 0.76% |
$8.77K - $12.4K
|
4.19K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
84+ 7.51% |
$23K - $32.6K
|
1.2K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
300+ 7.65% |
$82.2K - $116K
|
4.22K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
278+ 13.65% |
$76.2K - $108K
|
2.31K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8- 0.41% |
$2.19K - $3.11K
|
1.93K
$872K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.28% |
$6.85K - $9.71K
|
9.04K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-345- 12.16% |
$94.5K - $134K
|
2.49K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
21+ 3.44% |
$5.75K - $8.15K
|
631
$284K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.11% |
$822 - $1.16K
|
2.78K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-10- 0.27% |
$2.74K - $3.88K
|
3.74K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
214+ 4.75% |
$58.6K - $83.1K
|
4.72K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-38- 4.99% |
$10.4K - $14.8K
|
724
$326K
|