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 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-369- 11.39% |
$101K - $143K
|
2.87K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
690New |
$189K - $268K
|
690
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 0.88% |
$1.64K - $2.33K
|
687
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-598- 1.78% |
$164K - $232K
|
32.9K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.17% |
$548 - $776
|
1.2K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.68K- 17.94% |
$460K - $652K
|
7.68K
$3.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-11- 1.65% |
$3.01K - $4.27K
|
656
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 1.18% |
$6.3K - $8.93K
|
1.98K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102+ 26.56% |
$27.9K - $39.6K
|
486
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-26- 3.0% |
$7.12K - $10.1K
|
841
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.32% |
$13.4K - $19K
|
15K
$6.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-213- 0.56% |
$58.3K - $82.7K
|
37.8K
$17M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19+ 1.38% |
$5.2K - $7.38K
|
1.39K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.56K+ 139.96% |
$976K - $1.38M
|
6.11K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 5.45% |
$12.3K - $17.5K
|
781
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 17.5% |
$3.84K - $5.43K
|
94
$42.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
528New |
$145K - $205K
|
528
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
171+ 26.47% |
$46.8K - $66.4K
|
817
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-141- 7.8% |
$38.6K - $54.7K
|
1.67K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-169- 3.23% |
$46.3K - $65.6K
|
5.06K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.05K+ 54.62% |
$287K - $406K
|
2.96K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
150+ 18.29% |
$41.1K - $58.2K
|
970
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
983+ 12.72% |
$269K - $382K
|
8.71K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-85- 7.44% |
$23.3K - $33K
|
1.06K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-215- 1.25% |
$58.9K - $83.5K
|
17K
$7.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-176- 2.28% |
$48.2K - $68.3K
|
7.55K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.19K- 5.7% |
$874K - $1.24M
|
52.8K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-21- 2.31% |
$5.75K - $8.15K
|
890
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
326+ 0.78% |
$89.3K - $127K
|
42K
$18.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
718New |
$197K - $279K
|
718
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-895- 2.79% |
$245K - $347K
|
31.1K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
704+ 42.54% |
$193K - $273K
|
2.36K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
31+ 3.18% |
$8.49K - $12K
|
1.01K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 64.71% |
$12.1K - $17.1K
|
24
$10.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-130- 10.29% |
$35.6K - $50.5K
|
1.13K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-13- 0.24% |
$3.56K - $5.05K
|
5.45K
$2.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$274 - $388
|
825
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-260- 2.18% |
$71.2K - $101K
|
11.7K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
41+ 7.18% |
$11.2K - $15.9K
|
612
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-12- 0.57% |
$3.29K - $4.66K
|
2.1K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-333- 16.52% |
$91.2K - $129K
|
1.68K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 84.65% |
$349K - $495K
|
2.78K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
16+ 3.95% |
$4.38K - $6.21K
|
421
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
622+ 0.92% |
$170K - $241K
|
68.2K
$30.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
11+ 0.76% |
$3.01K - $4.27K
|
1.47K
$661K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
303+ 11.85% |
$83K - $118K
|
2.86K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-161- 7.09% |
$44.1K - $62.5K
|
2.11K
$951K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-43- 0.16% |
$11.8K - $16.7K
|
26.5K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-85- 0.46% |
$23.3K - $33K
|
18.2K
$8.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$143K - $202K
|
521
$235K
|