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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-17- 0.19% |
$5.55K - $6.93K
|
8.89K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$1.46M - $1.82M
|
4.46K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-98.5K- 60.85% |
$32.2M - $40.1M
|
63.4K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
17K+ 8.51% |
$5.55M - $6.92M
|
217K
$97.6M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
113K+ 1124.07% |
$36.9M - $46.1M
|
123K
$55.5M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
31.7KNew |
$10.4M - $12.9M
|
31.7K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-129- 10.21% |
$42.2K - $52.6K
|
1.13K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-4KClosed |
$1.31M - $1.63M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
6KNew |
$1.96M - $2.45M
|
6K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
1KNew |
$327K - $408K
|
1K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-125- 2.03% |
$40.8K - $51K
|
6.03K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
51.8KNew |
$16.9M - $21.1M
|
51.8K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.33K- 27.84% |
$1.09M - $1.36M
|
8.63K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37+ 3.8% |
$12.1K - $15.1K
|
1.01K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$270K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$555K - $692K
|
1.7K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.38% |
$6.54K - $8.15K
|
5.24K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-64.9K- 0.37% |
$21.2M - $26.5M
|
17.7M
$7.96B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
8.5KNew |
$2.78M - $3.46M
|
8.5K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.59KNew |
$519K - $648K
|
1.59K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-123- 9.56% |
$40.2K - $50.1K
|
1.16K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-3- 0.32% |
$980 - $1.22K
|
924
$416K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-205- 18.19% |
$67K - $83.6K
|
922
$416K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.12K- 75.48% |
$1.67M - $2.09M
|
1.66K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-982- 55.11% |
$321K - $400K
|
800
$361K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
42KNew |
$13.7M - $17.1M
|
42K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.6% |
$18.3K - $22.8K
|
1.06K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
10+ 7.04% |
$3.27K - $4.08K
|
152
$68.5K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
557New |
$182K - $227K
|
557
$251K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-334- 21.77% |
$109K - $136K
|
1.2K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-88- 3.42% |
$28.8K - $35.9K
|
2.48K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
647New |
$211K - $264K
|
647
$292K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 3.49% |
$16.3K - $20.4K
|
1.38K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
37New |
$12.1K - $15.1K
|
37
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$102K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-15.1K- 25.81% |
$4.93M - $6.16M
|
43.4K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.88K+ 320.0% |
$941K - $1.17M
|
3.78K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
313+ 52.34% |
$102K - $128K
|
911
$411K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.6K+ 41.03% |
$523K - $652K
|
5.5K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$614M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$367K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.76% |
$9.8K - $12.2K
|
3.93K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630K+ 20.86% |
$206M - $257M
|
3.65M
$1.64B
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.14% |
$327 - $408
|
706
$318K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-256K- 45.46% |
$83.7M - $104M
|
307K
$138M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-39.9K- 50.98% |
$13M - $16.3M
|
38.4K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.79K- 51.61% |
$2.87M - $3.58M
|
8.25K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$45.1K
|