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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 10.04% |
$63.4K - $79.1K
|
1.74K
$699K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-25- 0.87% |
$8.17K - $10.2K
|
2.85K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.35K- 2.37% |
$440K - $549K
|
55.4K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-14- 2.16% |
$4.57K - $5.71K
|
633
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-51.8K- 69.42% |
$16.9M - $21.1M
|
22.8K
$9.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 4.71% |
$10.8K - $13.5K
|
667
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 0.85% |
$29.4K - $36.7K
|
10.7K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
31+ 0.18% |
$10.1K - $12.6K
|
17.1K
$6.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
208+ 1.97% |
$68K - $84.8K
|
10.8K
$4.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
54+ 0.65% |
$17.6K - $22K
|
8.39K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 9.67% |
$16.3K - $20.4K
|
467
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-66- 3.73% |
$21.6K - $26.9K
|
1.71K
$686K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.6K- 18.6% |
$523K - $652K
|
7K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
124+ 0.85% |
$40.5K - $50.5K
|
14.7K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 1.81% |
$5.23K - $6.52K
|
899
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-503- 12.77% |
$164K - $205K
|
3.44K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.05K- 47.88% |
$343K - $428K
|
1.14K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
44+ 2.55% |
$14.4K - $17.9K
|
1.77K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4+ 0.04% |
$1.31K - $1.63K
|
9.59K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.42% |
$3.92K - $4.89K
|
858
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
86+ 7.14% |
$28.1K - $35.1K
|
1.29K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.95% |
$11.4K - $14.3K
|
3.65K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-310- 4.8% |
$101K - $126K
|
6.15K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-51- 4.2% |
$16.7K - $20.8K
|
1.16K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-239- 13.57% |
$78.1K - $97.4K
|
1.52K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
34+ 3.19% |
$11.1K - $13.9K
|
1.1K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$138K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.65K+ 16.8% |
$867K - $1.08M
|
18.5K
$7.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.61% |
$14.1K - $17.5K
|
6.96K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.54K+ 4.9% |
$3.12M - $3.89M
|
204K
$82.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.2K- 24.13% |
$4.65M - $5.8M
|
44.8K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3+ 0.42% |
$980 - $1.22K
|
716
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
33+ 0.49% |
$10.8K - $13.5K
|
6.79K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.63% |
$8.17K - $10.2K
|
977
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
500+ 29.69% |
$163K - $204K
|
2.18K
$878K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-420- 1.04% |
$137K - $171K
|
39.8K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.78K+ 2.86% |
$908K - $1.13M
|
100K
$40.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.65K- 10.04% |
$1.52M - $1.9M
|
41.7K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 4.13% |
$17.3K - $21.6K
|
1.34K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
713+ 6.49% |
$233K - $291K
|
11.7K
$4.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6+ 0.39% |
$1.96K - $2.45K
|
1.53K
$614K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
230+ 14.63% |
$75.2K - $93.8K
|
1.8K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 31.26% |
$78.7K - $98.2K
|
530
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.24% |
$654 - $815
|
842
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
848+ 22.27% |
$277K - $346K
|
4.66K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5- 0.11% |
$1.63K - $2.04K
|
4.64K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 46.95% |
$98K - $122K
|
939
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2K- 9.93% |
$654K - $816K
|
18.2K
$7.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-94- 1.03% |
$30.7K - $38.3K
|
9.06K
$3.64M
|