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 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.29K - $2.85K
|
637
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.1K- 94.23% |
$4.29M - $5.35M
|
803
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
915
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.79K
$805K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30- 0.44% |
$9.8K - $12.2K
|
6.83K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.16% |
$163K - $204K
|
22.6K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-51- 30.36% |
$16.7K - $20.8K
|
117
$52.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 5.41% |
$654 - $815
|
39
$17.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
710New |
$232K - $289K
|
710
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.04K+ 139.38% |
$665K - $830K
|
3.5K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10.8K+ 234.78% |
$3.53M - $4.4M
|
15.4K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
327+ 5.51% |
$107K - $133K
|
6.26K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26.4K+ 20.42% |
$8.64M - $10.8M
|
156K
$70.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
225New |
$73.5K - $91.7K
|
225
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3K+ 22.56% |
$980K - $1.22M
|
16.3K
$7.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
81+ 3.47% |
$26.5K - $33K
|
2.42K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.3K- 58.82% |
$425K - $530K
|
910
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-25- 1.98% |
$8.17K - $10.2K
|
1.24K
$557K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16+ 0.19% |
$5.23K - $6.52K
|
8.25K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
95+ 15.94% |
$31K - $38.7K
|
691
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
412New |
$135K - $168K
|
412
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
172+ 8.51% |
$56.2K - $70.1K
|
2.19K
$988K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
176+ 19.43% |
$57.5K - $71.7K
|
1.08K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.24% |
$2.29K - $2.85K
|
2.92K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.22K- 96.68% |
$400K - $499K
|
42
$18.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.27K+ 1.97% |
$1.07M - $1.33M
|
169K
$76.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
90+ 5.82% |
$29.4K - $36.7K
|
1.64K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
30+ 1.51% |
$9.8K - $12.2K
|
2.01K
$907K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
63+ 2.98% |
$20.6K - $25.7K
|
2.18K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.28K+ 87.14% |
$419K - $522K
|
2.75K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
282+ 11.75% |
$92.1K - $115K
|
2.68K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
25New |
$8.17K - $10.2K
|
25
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
100New |
$32.7K - $40.8K
|
100
$45.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-139- 7.67% |
$45.4K - $56.7K
|
1.67K
$754K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.64% |
$5.55K - $6.93K
|
2.63K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.43K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.61K
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.27K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21- 2.45% |
$6.86K - $8.56K
|
836
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$451K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-130- 3.03% |
$42.5K - $53K
|
4.17K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.75K- 8.21% |
$572K - $713K
|
19.6K
$8.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 7.24% |
$6.86K - $8.56K
|
311
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$8.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 2.09% |
$12.4K - $15.5K
|
1.86K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.88% |
$16.3K - $20.4K
|
5.6K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 50.28% |
$261K - $326K
|
2.39K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.88% |
$8.17K - $10.2K
|
842
$379K
|