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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
956+ 4.89% |
$312K - $390K
|
20.5K
$8.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 5.72% |
$16.7K - $20.8K
|
943
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9+ 0.28% |
$2.94K - $3.67K
|
3.24K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.53K+ 20.32% |
$825K - $1.03M
|
14.9K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 2.11% |
$861K - $1.07M
|
123K
$49.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.62K+ 8.88% |
$530K - $662K
|
19.9K
$8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.03K+ 5.43% |
$664K - $828K
|
39.4K
$15.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-100- 1.73% |
$32.7K - $40.8K
|
5.7K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 0.15% |
$7.19K - $8.97K
|
15K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-48- 6.48% |
$15.7K - $19.6K
|
693
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
863+ 30.08% |
$282K - $352K
|
3.73K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-55- 2.55% |
$18K - $22.4K
|
2.1K
$846K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3- 0.09% |
$980 - $1.22K
|
3.35K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
175+ 38.89% |
$57.2K - $71.3K
|
625
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
19+ 1.76% |
$6.21K - $7.74K
|
1.1K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
112+ 4.48% |
$36.6K - $45.7K
|
2.61K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
795+ 5.25% |
$260K - $324K
|
15.9K
$6.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-91- 5.48% |
$29.7K - $37.1K
|
1.57K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 2.0% |
$5.55K - $6.93K
|
835
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.55KNew |
$507K - $633K
|
1.55K
$625K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
419+ 6.34% |
$137K - $171K
|
7.03K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-2- 0.28% |
$654 - $815
|
708
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
287+ 5.01% |
$93.8K - $117K
|
6.01K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.7K- 28.97% |
$4.14M - $5.17M
|
31.1K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 8.48% |
$486K - $606K
|
16.1K
$6.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-7- 2.31% |
$2.29K - $2.85K
|
296
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
12+ 16.22% |
$3.92K - $4.89K
|
86
$34.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
209+ 31.29% |
$68.3K - $85.2K
|
877
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.43K- 28.79% |
$468K - $584K
|
3.54K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-306- 0.18% |
$100K - $125K
|
166K
$66.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.3K- 54.47% |
$3.69M - $4.61M
|
9.45K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.38K+ 25.09% |
$1.76M - $2.19M
|
26.8K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
275+ 7.67% |
$89.9K - $112K
|
3.86K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.01% |
$1.31K - $1.63K
|
73.8K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
8.88K+ 888.0% |
$2.9M - $3.62M
|
9.88K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.36% |
$3.27K - $4.08K
|
2.8K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-451- 39.77% |
$147K - $184K
|
683
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-343- 1.28% |
$112K - $140K
|
26.5K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-444- 2.51% |
$145K - $181K
|
17.2K
$6.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
180+ 7.41% |
$58.8K - $73.4K
|
2.61K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 0.9% |
$11.8K - $14.7K
|
3.98K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-973- 3.13% |
$318K - $397K
|
30.1K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-357- 16.63% |
$117K - $146K
|
1.79K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.4% |
$1.96K - $2.45K
|
1.52K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.41% |
$2.29K - $2.85K
|
1.68K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-208- 0.42% |
$68K - $84.8K
|
49.2K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-139- 7.18% |
$45.4K - $56.7K
|
1.8K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-120- 9.51% |
$39.2K - $48.9K
|
1.14K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
138+ 7.8% |
$45.1K - $56.3K
|
1.91K
$767K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-76- 15.8% |
$24.8K - $31K
|
405
$163K
|