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 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 34.19% |
$1.11M - $1.57M
|
7.78K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
110+ 3.48% |
$30.1K - $42.7K
|
3.27K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 6.51% |
$383K - $543K
|
22.9K
$9.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 25.89% |
$945K - $1.34M
|
9.87K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 0.86% |
$24.1K - $34.2K
|
10.3K
$4.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
621New |
$170K - $241K
|
621
$250K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 4.38% |
$9.04K - $12.8K
|
787
$317K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$548 - $776
|
743
$299K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
555New |
$152K - $215K
|
555
$223K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$548 - $776
|
5.36K
$2.16M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.69K- 82.9% |
$737K - $1.04M
|
555
$223K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
259+ 2.67% |
$71K - $101K
|
9.96K
$4.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.1% |
$6.85K - $9.71K
|
2.25K
$903K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
17+ 0.04% |
$4.66K - $6.6K
|
38.9K
$15.6M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
109+ 0.54% |
$29.9K - $42.3K
|
20.1K
$8.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$883K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
86+ 10.74% |
$23.6K - $33.4K
|
887
$357K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
128+ 2.88% |
$35.1K - $49.7K
|
4.57K
$1.84M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
857+ 81.16% |
$235K - $333K
|
1.91K
$769K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20+ 0.23% |
$5.48K - $7.76K
|
8.71K
$3.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$4.77M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$2.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 5.8% |
$41.6K - $59K
|
2.47K
$993K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-466- 2.57% |
$128K - $181K
|
17.7K
$7.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-95- 8.06% |
$26K - $36.9K
|
1.08K
$436K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-66.5K- 14.65% |
$21.7M - $27.1M
|
387K
$156M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$1.52M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
17.9KNew |
$5.84M - $7.29M
|
17.9K
$7.19M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-614- 2.91% |
$201K - $250K
|
20.5K
$8.23M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$703K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.69% |
$2.29K - $2.85K
|
1.03K
$413K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
172+ 24.26% |
$56.2K - $70.1K
|
881
$354K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5- 0.78% |
$1.63K - $2.04K
|
639
$257K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-154- 17.28% |
$50.3K - $62.8K
|
737
$296K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31+ 49.21% |
$10.1K - $12.6K
|
94
$37.8K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$70.8K
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.06% |
$1.63K - $2.04K
|
7.9K
$3.18M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 55.73% |
$429K - $536K
|
1.04K
$420K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$16.3K - $20.4K
|
50
$20.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.87K+ 6.66% |
$939K - $1.17M
|
46K
$18.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.31K - $1.63K
|
3.84K
$1.54M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
411+ 61.99% |
$134K - $168K
|
1.07K
$432K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$327 - $408
|
10.2K
$4.11M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
658New |
$215K - $268K
|
658
$265K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-604- 42.87% |
$197K - $246K
|
805
$324K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-15.3K- 91.87% |
$5.01M - $6.25M
|
1.36K
$546K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-151- 10.5% |
$49.3K - $61.6K
|
1.29K
$518K
|
|