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 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.5K- 5.16% |
$2.89M - $4.09M
|
194K
$87.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
580New |
$159K - $225K
|
580
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
95+ 1.59% |
$26K - $36.9K
|
6.06K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
932+ 88.51% |
$255K - $362K
|
1.99K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 196.61% |
$794K - $1.13M
|
4.38K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
400+ 25.0% |
$110K - $155K
|
2K
$901K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2+ 0.08% |
$548 - $776
|
2.62K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
520New |
$142K - $202K
|
520
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
29+ 1.57% |
$7.94K - $11.3K
|
1.87K
$844K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
439+ 12.47% |
$120K - $170K
|
3.96K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 3.34% |
$108K - $153K
|
11.4K
$5.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.11KNew |
$303K - $429K
|
1.11K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-72- 2.46% |
$19.7K - $28K
|
2.86K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 9.96% |
$668K - $947K
|
26.9K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.4% |
$3.29K - $4.66K
|
870
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.28% |
$548 - $776
|
716
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
141+ 4.83% |
$38.6K - $54.7K
|
3.06K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-9- 0.37% |
$2.47K - $3.49K
|
2.42K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9- 0.74% |
$2.47K - $3.49K
|
1.21K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.37K - $1.94K
|
3.65K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25- 3.38% |
$6.85K - $9.71K
|
714
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-69- 0.29% |
$18.9K - $26.8K
|
24K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.98K+ 55.92% |
$1.91M - $2.71M
|
19.5K
$8.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26+ 2.52% |
$7.12K - $10.1K
|
1.06K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 18.44% |
$153K - $216K
|
2.46K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
585New |
$160K - $227K
|
585
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-193- 24.94% |
$52.9K - $74.9K
|
581
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
577New |
$158K - $224K
|
577
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
188+ 7.23% |
$51.5K - $73K
|
2.79K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-29- 0.85% |
$7.94K - $11.3K
|
3.36K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 5.83% |
$251K - $356K
|
16.6K
$7.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 8.77% |
$18.4K - $26K
|
831
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$274 - $388
|
699
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-288- 5.22% |
$78.9K - $112K
|
5.23K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
606New |
$166K - $235K
|
606
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
523New |
$143K - $203K
|
523
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.3K- 17.57% |
$1.18M - $1.67M
|
20.2K
$9.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 3.34% |
$8.22K - $11.6K
|
929
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 4.31% |
$4.93K - $6.99K
|
400
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.41% |
$43K - $60.9K
|
11.3K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
124+ 0.47% |
$34K - $48.1K
|
26.6K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.2K- 57.81% |
$4.7M - $6.67M
|
12.5K
$5.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
47+ 2.8% |
$12.9K - $18.2K
|
1.73K
$779K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.13% |
$548 - $776
|
1.59K
$715K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
177+ 23.63% |
$48.5K - $68.7K
|
926
$417K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
756New |
$207K - $293K
|
756
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
482+ 9.04% |
$132K - $187K
|
5.82K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
64+ 3.55% |
$17.5K - $24.8K
|
1.87K
$841K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.04% |
$274 - $388
|
2.67K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
102+ 3.24% |
$27.9K - $39.6K
|
3.25K
$1.46M
|