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 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.17K- 12.07% |
$381K - $476K
|
8.5K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
456+ 72.96% |
$149K - $186K
|
1.08K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
13+ 0.45% |
$4.25K - $5.3K
|
2.93K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.17% |
$8.17K - $10.2K
|
15.1K
$6.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-10- 0.24% |
$3.27K - $4.08K
|
4.23K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
23+ 0.88% |
$7.52K - $9.38K
|
2.64K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.73K- 18.57% |
$893K - $1.11M
|
12K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 54.18% |
$478K - $597K
|
1.24K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.39% |
$2.29K - $2.85K
|
1.8K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-154- 11.11% |
$50.3K - $62.8K
|
1.23K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.17K- 5.29% |
$708K - $883K
|
38.8K
$15.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-353- 10.85% |
$115K - $144K
|
2.9K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-356- 1.6% |
$116K - $145K
|
21.9K
$8.82M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-340- 28.89% |
$111K - $139K
|
837
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-940- 38.45% |
$307K - $383K
|
1.51K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16- 0.42% |
$5.23K - $6.52K
|
3.78K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-36- 2.15% |
$11.8K - $14.7K
|
1.64K
$659K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
222+ 6.85% |
$72.5K - $90.5K
|
3.46K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.52K- 58.67% |
$497K - $620K
|
1.07K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.57K+ 54.31% |
$2.8M - $3.5M
|
24.4K
$9.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.67% |
$5.88K - $7.34K
|
2.7K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.64K- 74.19% |
$536K - $669K
|
571
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-123- 9.91% |
$40.2K - $50.1K
|
1.12K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-90- 1.49% |
$29.4K - $36.7K
|
5.96K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
104+ 5.83% |
$34K - $42.4K
|
1.89K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-417- 15.39% |
$136K - $170K
|
2.29K
$922K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.39K- 1.4% |
$1.11M - $1.38M
|
239K
$96.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
314+ 1.47% |
$103K - $128K
|
21.6K
$8.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-2.9K- 80.78% |
$946K - $1.18M
|
689
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-23- 2.84% |
$7.52K - $9.38K
|
786
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
53+ 0.88% |
$17.3K - $21.6K
|
6.09K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
360+ 14.53% |
$118K - $147K
|
2.84K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
188New |
$61.4K - $76.6K
|
188
$75.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7+ 0.76% |
$2.29K - $2.85K
|
932
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-144- 5.44% |
$47.1K - $58.7K
|
2.51K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 7.41% |
$32.7K - $40.8K
|
1.25K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.01% |
$401K - $500K
|
41.9K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-140- 37.84% |
$45.7K - $57.1K
|
230
$92.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
65+ 1.12% |
$21.2K - $26.5K
|
5.86K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-253- 1.45% |
$82.7K - $103K
|
17.2K
$6.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$764K - $953K
|
2.34K
$940K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
27+ 2.45% |
$8.82K - $11K
|
1.13K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-368- 32.51% |
$120K - $150K
|
764
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-186- 8.55% |
$60.8K - $75.8K
|
1.99K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
243+ 4.13% |
$79.4K - $99.1K
|
6.12K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15- 0.05% |
$4.9K - $6.11K
|
33.3K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.33K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-15- 0.22% |
$4.9K - $6.11K
|
6.81K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 66.91% |
$60.8K - $75.8K
|
92
$37K
|