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 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-204- 17.72% |
$55.9K - $79.2K
|
947
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.07% |
$31.2K - $44.3K
|
157K
$70.7M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
26+ 0.11% |
$7.12K - $10.1K
|
24.5K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 1.67% |
$6.03K - $8.54K
|
1.3K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6- 0.68% |
$1.64K - $2.33K
|
873
$393K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.79% |
$4.11K - $5.82K
|
1.9K
$858K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.58K
$712K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 24.21% |
$54.8K - $77.6K
|
626
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-479- 8.57% |
$131K - $186K
|
5.11K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46- 0.59% |
$12.6K - $17.9K
|
7.69K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-183- 0.77% |
$50.1K - $71K
|
23.7K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.04% |
$13.1K - $18.6K
|
904
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.82K- 76.72% |
$499K - $707K
|
553
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 16.65% |
$61.6K - $87.3K
|
1.58K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 3.97% |
$20K - $28.3K
|
1.91K
$862K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 4.08% |
$15.1K - $21.4K
|
1.4K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
604New |
$165K - $234K
|
604
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-110- 1.5% |
$30.1K - $42.7K
|
7.25K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-84- 31.0% |
$23K - $32.6K
|
187
$84.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.1K - $1.55K
|
1.54K
$694K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-575- 4.94% |
$158K - $223K
|
11.1K
$4.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-249- 2.28% |
$68.2K - $96.7K
|
10.7K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.32K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.33% |
$23.6K - $33.4K
|
2.67K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.2K- 68.67% |
$3.08M - $4.37M
|
5.13K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.23K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$822K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$5.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 6.42% |
$23.8K - $33.8K
|
1.27K
$571K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.91K- 68.37% |
$796K - $1.13M
|
1.34K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 4.69% |
$140K - $198K
|
10.4K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
448+ 22.24% |
$123K - $174K
|
2.46K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
16+ 0.2% |
$4.38K - $6.21K
|
8.21K
$3.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.55% |
$1.64K - $2.33K
|
1.09K
$492K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 0.23% |
$2.19K - $3.11K
|
3.41K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.46% |
$5.48K - $7.76K
|
4.36K
$1.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 1.71% |
$10.1K - $14.4K
|
2.12K
$957K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.55K
|
3.3K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 3.3% |
$7.94K - $11.3K
|
849
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 15.5% |
$64.9K - $92K
|
1.29K
$582K
|