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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-737- 6.2% |
$202K - $286K
|
11.1K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.41K- 1.77% |
$387K - $549K
|
78.5K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
115+ 6.28% |
$31.5K - $44.6K
|
1.95K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.22% |
$3.01K - $4.27K
|
5.09K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
41+ 3.88% |
$11.2K - $15.9K
|
1.1K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-625- 12.16% |
$171K - $243K
|
4.51K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-18- 0.69% |
$4.93K - $6.99K
|
2.57K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-187- 8.62% |
$51.2K - $72.6K
|
1.98K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.37K+ 21.03% |
$1.47M - $2.09M
|
30.9K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 6.14% |
$1.92K - $2.72K
|
121
$54.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
195+ 3.05% |
$53.4K - $75.7K
|
6.6K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.64K- 36.58% |
$722K - $1.02M
|
4.57K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
575New |
$158K - $223K
|
575
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-96- 4.26% |
$26.3K - $37.3K
|
2.16K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
19.5K+ 23.38% |
$5.34M - $7.56M
|
103K
$46.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.63K- 20.12% |
$446K - $632K
|
6.47K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
CALL |
6KNew |
$1.64M - $2.33M
|
6K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-153- 17.96% |
$41.9K - $59.4K
|
699
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
12.1KNew |
$3.31M - $4.7M
|
12.1K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
235New |
$64.4K - $91.2K
|
235
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
2.8KNew |
$767K - $1.09M
|
2.8K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-116K- 3.65% |
$31.9M - $45.1M
|
3.07M
$1.38B
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
39.8K+ 129.64% |
$10.9M - $15.5M
|
70.5K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-166K- 44.05% |
$45.5M - $64.4M
|
211K
$95M
|
|
|
Aug 14, 2025
Q2 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$6.85M - $9.71M
|
25K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09M- 17.6% |
$299M - $424M
|
5.11M
$2.3B
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
31.4K+ 23.88% |
$8.6M - $12.2M
|
163K
$73.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
591New |
$162K - $229K
|
591
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-48- 0.91% |
$13.1K - $18.6K
|
5.25K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
287KNew |
$78.5M - $111M
|
287K
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
142+ 1.69% |
$38.9K - $55.1K
|
8.54K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-158- 8.07% |
$43.3K - $61.3K
|
1.8K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-387- 10.25% |
$106K - $150K
|
3.39K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-27- 3.94% |
$7.4K - $10.5K
|
658
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
73+ 6.11% |
$20K - $28.3K
|
1.27K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
148+ 22.77% |
$40.5K - $57.5K
|
798
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
12+ 0.87% |
$3.29K - $4.66K
|
1.39K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 3.85% |
$13.7K - $19.4K
|
1.25K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
18+ 0.4% |
$4.93K - $6.99K
|
4.53K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-97- 8.79% |
$26.6K - $37.7K
|
1.01K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-69- 0.36% |
$18.9K - $26.8K
|
18.9K
$8.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$274 - $388
|
2.96K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-823- 1.16% |
$225K - $319K
|
69.8K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-32.7K- 52.4% |
$8.94M - $12.7M
|
29.7K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
42.3KNew |
$11.6M - $16.4M
|
42.3K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-2- 0.15% |
$548 - $776
|
1.35K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.45% |
$1.37K - $1.94K
|
1.1K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
136K+ 37.96% |
$37.2M - $52.7M
|
493K
$222M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-793- 16.3% |
$217K - $308K
|
4.07K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 22.76% |
$57K - $80.7K
|
706
$318K
|