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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 2.91% |
$398K - $496K
|
43K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
715New |
$234K - $291K
|
715
$236K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
268+ 6.73% |
$87.6K - $109K
|
4.25K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$654 - $815
|
762
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-354- 22.45% |
$116K - $144K
|
1.22K
$403K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.63K - $2.04K
|
2.17K
$715K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$6.54K - $8.15K
|
4.93K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.63K - $2.04K
|
6.12K
$2.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
982+ 6.25% |
$321K - $400K
|
16.7K
$5.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2+ 0.29% |
$654 - $815
|
689
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$59.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-30.5K- 3.43% |
$9.97M - $12.4M
|
858K
$283M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 38.47% |
$479K - $597K
|
2.34K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.41% |
$980 - $1.22K
|
733
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-123- 5.18% |
$40.2K - $50.1K
|
2.25K
$742K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 6.21% |
$31K - $38.7K
|
1.44K
$474K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$909K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
394+ 39.72% |
$129K - $161K
|
1.39K
$457K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.4K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 3.86% |
$69.9K - $87.2K
|
5.33K
$1.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 1.41% |
$4.9K - $6.11K
|
1.05K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.72M+ 43447.27% |
$1.22B - $1.52B
|
3.73M
$1.23B
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.79K
$589K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
36+ 2.1% |
$11.8K - $14.7K
|
1.75K
$578K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
86+ 2.84% |
$28.1K - $35.1K
|
3.11K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-16- 17.39% |
$5.23K - $6.52K
|
76
$25.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.16K+ 3.14% |
$378K - $471K
|
38K
$12.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 1.33% |
$43.8K - $54.6K
|
10.2K
$3.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 1.93% |
$4.57K - $5.71K
|
740
$244K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
173+ 3.53% |
$56.5K - $70.5K
|
5.08K
$1.67M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
249+ 10.35% |
$81.4K - $101K
|
2.66K
$876K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
235+ 1.8% |
$76.8K - $95.8K
|
13.3K
$4.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
76+ 5.16% |
$24.8K - $31K
|
1.55K
$511K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.21M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.45% |
$9.48K - $11.8K
|
6.44K
$2.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-134- 1.66% |
$43.8K - $54.6K
|
7.95K
$2.62M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-602- 20.34% |
$197K - $245K
|
2.36K
$778K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
131+ 12.5% |
$42.8K - $53.4K
|
1.18K
$389K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
299+ 25.87% |
$97.7K - $122K
|
1.46K
$480K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-192- 7.43% |
$62.7K - $78.3K
|
2.39K
$789K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1+ 0.14% |
$327 - $408
|
697
$230K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-76- 0.92% |
$24.8K - $31K
|
8.22K
$2.71M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
337+ 0.88% |
$110K - $137K
|
38.8K
$12.8M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.09K- 9.46% |
$684K - $853K
|
20K
$6.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.55% |
$8.17K - $10.2K
|
4.52K
$1.49M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-175- 0.96% |
$57.2K - $71.3K
|
18.1K
$5.98M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
642+ 1.13% |
$210K - $262K
|
57.5K
$19M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-59- 0.49% |
$19.3K - $24.1K
|
12.1K
$3.98M
|