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 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
109+ 0.54% |
$29.9K - $42.3K
|
20.1K
$9.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$990K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
86+ 10.74% |
$23.6K - $33.4K
|
887
$400K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
128+ 2.88% |
$35.1K - $49.7K
|
4.57K
$2.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
857+ 81.16% |
$235K - $333K
|
1.91K
$862K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20+ 0.23% |
$5.48K - $7.76K
|
8.71K
$3.93M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$5.35M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$2.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 5.8% |
$41.6K - $59K
|
2.47K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-466- 2.57% |
$128K - $181K
|
17.7K
$7.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-95- 8.06% |
$26K - $36.9K
|
1.08K
$489K
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
57.5K+ 10.69% |
$18.8M - $23.4M
|
595K
$268M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.5K- 1.0% |
$10.9M - $13.6M
|
3.3M
$1.49B
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-519- 6.45% |
$170K - $212K
|
7.53K
$3.39M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11+ 183.33% |
$3.59K - $4.48K
|
17
$7.66K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-18- 1.1% |
$5.88K - $7.34K
|
1.62K
$728K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.02% |
$327 - $408
|
6.07K
$2.74M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-117- 4.24% |
$38.2K - $47.7K
|
2.64K
$1.19M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
319New |
$104K - $130K
|
319
$144K
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-355- 22.98% |
$116K - $145K
|
1.19K
$536K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 2.87% |
$185K - $230K
|
20.3K
$9.14M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
152+ 19.22% |
$49.7K - $62K
|
943
$425K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
38.7K+ 46.23% |
$12.6M - $15.8M
|
122K
$55.2M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-6Closed |
$1.96K - $2.45K
|
0
$0
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$1.7M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
17.9KNew |
$5.84M - $7.29M
|
17.9K
$8.06M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-614- 2.91% |
$201K - $250K
|
20.5K
$9.22M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$788K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31+ 49.21% |
$10.1K - $12.6K
|
94
$42.4K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$79.3K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 55.73% |
$429K - $536K
|
1.04K
$470K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
411+ 61.99% |
$134K - $168K
|
1.07K
$484K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
658New |
$215K - $268K
|
658
$297K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-450- 35.77% |
$147K - $183K
|
808
$364K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.29K- 71.63% |
$1.4M - $1.75M
|
1.7K
$766K
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-14.3K- 36.31% |
$4.68M - $5.84M
|
25.1K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-11- 1.67% |
$3.59K - $4.48K
|
646
$291K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.18K
$984K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$327 - $408
|
1
$451
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 1.5% |
$31K - $38.7K
|
6.23K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
91.7KNew |
$30M - $37.4M
|
91.7K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-382- 28.68% |
$125K - $156K
|
950
$428K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
43.8KNew |
$14.3M - $17.9M
|
43.8K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.36KNew |
$771K - $962K
|
2.36K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.78KNew |
$1.23M - $1.54M
|
3.78K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.91% |
$16.3K - $20.4K
|
796
$359K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
18+ 2.86% |
$5.88K - $7.34K
|
647
$292K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-830- 10.39% |
$271K - $338K
|
7.16K
$3.23M
|
|