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 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338+ 88.71% |
$92.6K - $131K
|
719
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.49K- 4.9% |
$1.5M - $2.13M
|
106K
$47.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
6.5KNew |
$1.78M - $2.52M
|
6.5K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
93+ 5.02% |
$25.5K - $36.1K
|
1.95K
$877K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
27+ 0.58% |
$7.4K - $10.5K
|
4.68K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.39% |
$1.64K - $2.33K
|
1.54K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.15K+ 9.91% |
$588K - $833K
|
23.8K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.18KNew |
$324K - $460K
|
1.18K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-36- 0.64% |
$9.86K - $14K
|
5.61K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.32K- 16.26% |
$636K - $901K
|
11.9K
$5.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 2.6% |
$9.04K - $12.8K
|
1.24K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-100- 0.44% |
$27.4K - $38.8K
|
22.5K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
92+ 8.5% |
$25.2K - $35.7K
|
1.17K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.33K- 4.73% |
$637K - $903K
|
46.8K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
115+ 1.87% |
$31.5K - $44.6K
|
6.26K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
216+ 5.88% |
$59.2K - $83.9K
|
3.89K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.82% |
$1.64K - $2.33K
|
739
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
111+ 1.67% |
$30.4K - $43.1K
|
6.77K
$3.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$163K - $231K
|
595
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-100- 1.83% |
$27.4K - $38.8K
|
5.36K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.6K+ 6.5% |
$438K - $621K
|
26.2K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.88% |
$8.22K - $11.6K
|
3.44K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-34- 5.48% |
$9.31K - $13.2K
|
587
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
65+ 5.9% |
$17.8K - $25.2K
|
1.17K
$525K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.74K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.37% |
$19.2K - $27.2K
|
5.03K
$2.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-159K- 98.72% |
$43.6M - $61.8M
|
2.06K
$929K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-75- 10.05% |
$20.5K - $29.1K
|
671
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12K- 2.27% |
$3.29M - $4.67M
|
519K
$234M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-655- 26.16% |
$179K - $254K
|
1.85K
$833K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.3KNew |
$356K - $504K
|
1.3K
$585K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1+ 0.07% |
$274 - $388
|
1.52K
$686K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
405+ 19.53% |
$111K - $157K
|
2.48K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 266.67% |
$2.19K - $3.11K
|
11
$4.96K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1K- 3.28% |
$274K - $388K
|
29.5K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
22+ 2.33% |
$6.03K - $8.54K
|
967
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.82K+ 34.71% |
$499K - $707K
|
7.07K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.54K- 43.79% |
$697K - $988K
|
3.27K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-753- 7.21% |
$206K - $292K
|
9.7K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.31K+ 258.59% |
$907K - $1.28M
|
4.59K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
560New |
$153K - $217K
|
560
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-380- 18.73% |
$104K - $148K
|
1.65K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
589+ 1.77% |
$161K - $229K
|
33.8K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.05% |
$274 - $388
|
2.08K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 6.06% |
$14K - $19.8K
|
791
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
2+ 0.04% |
$548 - $776
|
4.49K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
255+ 38.58% |
$69.9K - $99K
|
916
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.06K- 11.28% |
$564K - $800K
|
16.2K
$7.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
533+ 2.36% |
$146K - $207K
|
23.1K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70+ 2.63% |
$19.2K - $27.2K
|
2.73K
$1.23M
|