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 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-305- 1.63% |
$99.7K - $124K
|
18.4K
$7.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.33K+ 14.49% |
$434K - $541K
|
10.5K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 27.97% |
$65.4K - $81.5K
|
515
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 58.14% |
$16.3K - $20.4K
|
36
$14.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
713New |
$233K - $291K
|
713
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
621New |
$203K - $253K
|
621
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 1.0% |
$654 - $815
|
202
$81.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 5.13% |
$35.6K - $44.4K
|
2.23K
$898K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-420- 8.88% |
$137K - $171K
|
4.31K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.21K- 0.24% |
$395K - $493K
|
509K
$205M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 5.19% |
$88.2K - $110K
|
4.93K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.06K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-660- 44.78% |
$216K - $269K
|
814
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$1.31K - $1.63K
|
3.25K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.34% |
$6.86K - $8.56K
|
1.55K
$623K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$327 - $408
|
1.17K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 3.91% |
$19.6K - $24.5K
|
1.47K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
19+ 2.86% |
$6.21K - $7.74K
|
684
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 1.42% |
$106K - $132K
|
22.6K
$9.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.29% |
$21.2K - $26.5K
|
1.91K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
82+ 35.19% |
$26.8K - $33.4K
|
315
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.4K- 11.62% |
$459K - $572K
|
10.7K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 8.72% |
$642K - $801K
|
24.5K
$9.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
127+ 4.66% |
$41.5K - $51.8K
|
2.85K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
200+ 20.12% |
$65.4K - $81.5K
|
1.19K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
45+ 1.69% |
$14.7K - $18.3K
|
2.7K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.1K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 1.57% |
$13.1K - $16.3K
|
2.5K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-244- 0.64% |
$79.7K - $99.5K
|
38.1K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 5.26% |
$1.63K - $2.04K
|
90
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
446+ 15.4% |
$146K - $182K
|
3.34K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-401- 9.87% |
$131K - $163K
|
3.66K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 1.56% |
$9.8K - $12.2K
|
1.96K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-83- 3.01% |
$27.1K - $33.8K
|
2.67K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-72- 1.66% |
$23.5K - $29.3K
|
4.26K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-17.4K- 98.67% |
$5.68M - $7.09M
|
235
$94.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.21% |
$327 - $408
|
483
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-315- 6.92% |
$103K - $128K
|
4.24K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11- 0.91% |
$3.59K - $4.48K
|
1.2K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
123+ 0.57% |
$40.2K - $50.1K
|
21.7K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.4% |
$1.63K - $2.04K
|
1.26K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.84K+ 512.26% |
$601K - $750K
|
2.2K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.13% |
$1.63K - $2.04K
|
3.74K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-826- 46.12% |
$270K - $337K
|
965
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
136+ 21.32% |
$44.4K - $55.4K
|
774
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 2.77% |
$6.86K - $8.56K
|
778
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.33K- 6.84% |
$2.07M - $2.58M
|
86.2K
$34.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1+ 0.08% |
$327 - $408
|
1.22K
$490K
|