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
|
Uncommon Cents Investing LLC
|
BUY
|
- |
357+ 11.69% |
$97.8K - $139K
|
3.41K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
400+ 8.72% |
$110K - $155K
|
4.99K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.11K+ 10.8% |
$303K - $430K
|
11.4K
$5.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.03K+ 20.66% |
$283K - $401K
|
6.03K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28- 2.5% |
$7.67K - $10.9K
|
1.09K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.82K- 58.15% |
$772K - $1.09M
|
2.03K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-608- 28.33% |
$167K - $236K
|
1.54K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-93- 1.63% |
$25.5K - $36.1K
|
5.6K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
518New |
$142K - $201K
|
518
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
605+ 22.42% |
$166K - $235K
|
3.3K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
536New |
$147K - $208K
|
536
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-278- 18.06% |
$76.2K - $108K
|
1.26K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-128- 12.62% |
$35.1K - $49.7K
|
886
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-110- 0.48% |
$30.1K - $42.7K
|
23K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-187- 9.4% |
$51.2K - $72.6K
|
1.8K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.11% |
$548 - $776
|
1.8K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-179- 2.98% |
$49K - $69.5K
|
5.82K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
125+ 2.79% |
$34.2K - $48.5K
|
4.6K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
726New |
$199K - $282K
|
726
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
171+ 2.15% |
$46.8K - $66.4K
|
8.13K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-92- 6.02% |
$25.2K - $35.7K
|
1.44K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.07KNew |
$294K - $417K
|
1.07K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.27% |
$822 - $1.16K
|
1.13K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-159- 5.25% |
$43.6K - $61.7K
|
2.87K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.16% |
$548 - $776
|
1.29K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 1.11% |
$4.11K - $5.82K
|
1.34K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-830- 30.37% |
$227K - $322K
|
1.9K
$858K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
936+ 21.13% |
$256K - $363K
|
5.37K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
498+ 4.62% |
$136K - $193K
|
11.3K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
160+ 0.29% |
$43.8K - $62.1K
|
55.6K
$25.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.6K- 1.49% |
$2.08M - $2.95M
|
501K
$226M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 2.07% |
$3.29K - $4.66K
|
568
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
115New |
$31.5K - $44.6K
|
115
$51.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.15% |
$822 - $1.16K
|
1.98K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
820+ 13.2% |
$225K - $318K
|
7.03K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
534New |
$146K - $207K
|
534
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-29- 2.45% |
$7.94K - $11.3K
|
1.15K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
247+ 5.55% |
$67.7K - $95.9K
|
4.7K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
339+ 16.17% |
$92.9K - $132K
|
2.44K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-375- 68.18% |
$103K - $146K
|
175
$78.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
660+ 7.99% |
$181K - $256K
|
8.92K
$4.02M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
24+ 2.63% |
$6.57K - $9.32K
|
935
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-181- 4.68% |
$49.6K - $70.3K
|
3.69K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-766- 9.24% |
$210K - $297K
|
7.53K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.2K- 54.95% |
$329K - $466K
|
984
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-288- 5.94% |
$78.9K - $112K
|
4.56K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
451+ 18.77% |
$124K - $175K
|
2.85K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
291+ 6.23% |
$79.7K - $113K
|
4.96K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.96% |
$15.1K - $21.4K
|
2.75K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$274 - $388
|
1.62K
$729K
|