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 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
191+ 103.8% |
$62.4K - $77.9K
|
375
$151K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.63K- 39.9% |
$1.19M - $1.48M
|
5.46K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.2K
$482K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
33+ 2.65% |
$10.8K - $13.5K
|
1.28K
$514K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.03K- 7.1% |
$988K - $1.23M
|
39.6K
$15.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
615New |
$201K - $251K
|
615
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-21- 0.51% |
$6.86K - $8.56K
|
4.1K
$1.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
51+ 2.47% |
$16.7K - $20.8K
|
2.12K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.91K
$1.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-140- 9.57% |
$45.7K - $57.1K
|
1.32K
$532K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
707+ 14.8% |
$231K - $288K
|
5.49K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-20- 1.85% |
$6.54K - $8.15K
|
1.06K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$654 - $815
|
2.94K
$1.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
375+ 2.31% |
$123K - $153K
|
16.6K
$6.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.03K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.12% |
$327 - $408
|
844
$339K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 9.82% |
$189K - $236K
|
6.47K
$2.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.05K- 4.34% |
$342K - $427K
|
23.1K
$9.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-220- 8.12% |
$71.9K - $89.7K
|
2.49K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-87- 1.77% |
$28.4K - $35.5K
|
4.83K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-256- 13.73% |
$83.6K - $104K
|
1.61K
$647K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.49% |
$13.4K - $16.7K
|
8.46K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26+ 0.41% |
$8.5K - $10.6K
|
6.31K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$1.31K - $1.63K
|
11
$4.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.47K+ 123.2% |
$807K - $1.01M
|
4.47K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-17- 2.34% |
$5.55K - $6.93K
|
711
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-547- 4.44% |
$179K - $223K
|
11.8K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-290- 21.14% |
$94.8K - $118K
|
1.08K
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
22+ 0.3% |
$7.19K - $8.97K
|
7.43K
$2.99M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 3.79% |
$11.8K - $14.7K
|
985
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-19- 2.97% |
$6.21K - $7.74K
|
621
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.96% |
$6.54K - $8.15K
|
2.11K
$849K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$980 - $1.22K
|
2.22K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
199+ 90.87% |
$65K - $81.1K
|
418
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 0.42% |
$11.4K - $14.3K
|
8.34K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-837- 16.19% |
$273K - $341K
|
4.33K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22- 0.71% |
$7.19K - $8.97K
|
3.08K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
318+ 0.77% |
$104K - $130K
|
41.6K
$16.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
31+ 0.44% |
$10.1K - $12.6K
|
7.01K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
313+ 23.53% |
$102K - $128K
|
1.64K
$661K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-121- 12.78% |
$39.5K - $49.3K
|
826
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.59K+ 32.34% |
$847K - $1.06M
|
10.6K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 0.8% |
$666K - $831K
|
256K
$103M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.12% |
$327 - $408
|
844
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.43% |
$4.9K - $6.11K
|
3.53K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.36% |
$16.3K - $20.4K
|
13.9K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
201+ 19.05% |
$65.7K - $81.9K
|
1.26K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
330+ 5.19% |
$108K - $135K
|
6.69K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-143- 67.77% |
$46.7K - $58.3K
|
68
$27.3K
|