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 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
962New |
$264K - $373K
|
962
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5- 0.43% |
$1.37K - $1.94K
|
1.16K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-50- 7.26% |
$13.7K - $19.4K
|
639
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.19K+ 46.6% |
$325K - $461K
|
3.73K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-12- 1.96% |
$3.29K - $4.66K
|
600
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-222- 0.39% |
$60.8K - $86.2K
|
56.3K
$25.4M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
667+ 54.54% |
$183K - $259K
|
1.89K
$852K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
604New |
$165K - $234K
|
604
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
325+ 3.84% |
$89K - $126K
|
8.78K
$3.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.58% |
$3.01K - $4.27K
|
1.92K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-248- 20.03% |
$67.9K - $96.3K
|
990
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.11% |
$548 - $776
|
1.79K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-70- 0.76% |
$19.2K - $27.2K
|
9.15K
$4.12M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-838- 1.25% |
$230K - $325K
|
66.1K
$29.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19+ 2.58% |
$5.2K - $7.38K
|
755
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
265New |
$72.6K - $103K
|
265
$119K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
155+ 5.43% |
$42.5K - $60.2K
|
3.01K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
539New |
$148K - $209K
|
539
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.13K+ 6.74% |
$1.41M - $1.99M
|
81.2K
$36.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
40+ 1.4% |
$11K - $15.5K
|
2.9K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.19KNew |
$875K - $1.24M
|
3.19K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-204- 2.39% |
$55.9K - $79.2K
|
8.32K
$3.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 15.98% |
$44.4K - $62.9K
|
1.18K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.1K - $1.55K
|
3.97K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-225- 20.13% |
$61.6K - $87.3K
|
893
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
639+ 25.54% |
$175K - $248K
|
3.14K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
100+ 0.23% |
$27.4K - $38.8K
|
42.8K
$19.3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$274 - $388
|
3.53K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-122- 4.44% |
$33.4K - $47.4K
|
2.63K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
73+ 7.78% |
$20K - $28.3K
|
1.01K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9+ 3.35% |
$2.47K - $3.49K
|
278
$125K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$274 - $388
|
1.06K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-45- 0.32% |
$12.3K - $17.5K
|
13.9K
$6.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
41+ 2.65% |
$11.2K - $15.9K
|
1.59K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 1.43% |
$27.4K - $38.8K
|
6.9K
$3.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.83K- 63.76% |
$774K - $1.1M
|
1.61K
$724K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-148- 3.69% |
$40.5K - $57.5K
|
3.86K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 11.02% |
$3.7M - $5.24M
|
109K
$49.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
506+ 1.21% |
$139K - $196K
|
42.4K
$19.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
63+ 1.92% |
$17.3K - $24.5K
|
3.35K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.1K - $1.55K
|
1.06K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.14KNew |
$1.13M - $1.61M
|
4.14K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-590- 8.48% |
$162K - $229K
|
6.37K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 27.02% |
$331K - $469K
|
3.26K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.14K- 18.15% |
$1.13M - $1.61M
|
18.7K
$8.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-41- 1.94% |
$11.2K - $15.9K
|
2.07K
$933K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-19- 1.73% |
$5.2K - $7.38K
|
1.08K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
183+ 10.18% |
$50.1K - $71K
|
1.98K
$892K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-414- 38.3% |
$113K - $161K
|
667
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 50.15% |
$3.15M - $4.46M
|
11.4K
$5.15M
|