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 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.15K+ 10.01% |
$315K - $446K
|
12.6K
$5.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-23- 0.19% |
$6.3K - $8.93K
|
11.9K
$5.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
561New |
$154K - $218K
|
561
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-2.56K- 30.54% |
$702K - $995K
|
5.83K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-959- 3.18% |
$263K - $372K
|
29.2K
$13.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 0.54% |
$822 - $1.16K
|
549
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 4.37% |
$309K - $438K
|
24.7K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
937+ 5.61% |
$257K - $364K
|
17.6K
$7.95M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39+ 2.41% |
$10.7K - $15.1K
|
1.66K
$748K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-19- 1.35% |
$5.2K - $7.38K
|
1.39K
$625K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 109.09% |
$16.4K - $23.3K
|
115
$51.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 0.59% |
$34.2K - $48.5K
|
21.1K
$9.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54- 1.68% |
$14.8K - $21K
|
3.16K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 0.42% |
$8.49K - $12K
|
7.44K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$314K - $445K
|
1.15K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
136New |
$37.3K - $52.8K
|
136
$61.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-59- 1.42% |
$16.2K - $22.9K
|
4.09K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 25.09% |
$549K - $778K
|
10K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-23- 2.47% |
$6.3K - $8.93K
|
907
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.82K+ 34.4% |
$772K - $1.09M
|
11K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-12- 0.11% |
$3.29K - $4.66K
|
10.8K
$4.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-111- 0.67% |
$30.4K - $43.1K
|
16.5K
$7.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-75- 32.05% |
$20.5K - $29.1K
|
159
$71.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
95+ 1.27% |
$26K - $36.9K
|
7.55K
$3.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
47+ 1.72% |
$12.9K - $18.2K
|
2.78K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1- 0.07% |
$274 - $388
|
1.5K
$675K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.5% |
$247K - $349K
|
24.8K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$822 - $1.16K
|
2.55K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
547New |
$150K - $212K
|
547
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11.1K+ 818.28% |
$3.04M - $4.31M
|
12.5K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-24- 0.09% |
$6.57K - $9.32K
|
25.3K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-125- 4.37% |
$34.2K - $48.5K
|
2.74K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.38% |
$822 - $1.16K
|
802
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
55+ 2.15% |
$15.1K - $21.4K
|
2.62K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 15.44% |
$188K - $266K
|
3.75K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10- 0.22% |
$2.74K - $3.88K
|
4.44K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-683- 25.79% |
$187K - $265K
|
1.97K
$886K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 27.11% |
$363K - $514K
|
6.21K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.22% |
$548 - $776
|
162
$73K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-695- 15.15% |
$190K - $270K
|
3.89K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
41+ 0.25% |
$11.2K - $15.9K
|
16.7K
$7.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
617New |
$169K - $240K
|
617
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
190+ 6.16% |
$52K - $73.8K
|
3.27K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-100- 4.02% |
$27.4K - $38.8K
|
2.39K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30+ 1.49% |
$8.22K - $11.6K
|
2.05K
$922K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.84% |
$13.7K - $19.4K
|
2.67K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
11.1K+ 35.66% |
$3.04M - $4.3M
|
42.2K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 1.99% |
$1.92K - $2.72K
|
345
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-317- 7.33% |
$86.8K - $123K
|
4.01K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.64KNew |
$450K - $637K
|
1.64K
$740K
|