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 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 41.84% |
$32.7K - $40.8K
|
339
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
45+ 7.69% |
$14.7K - $18.3K
|
630
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-160- 0.4% |
$52.3K - $65.2K
|
40.2K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
417+ 2.7% |
$136K - $170K
|
15.9K
$7.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
125+ 3.13% |
$40.8K - $51K
|
4.13K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 3.86% |
$27.8K - $34.6K
|
2.29K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 8.68% |
$18K - $22.4K
|
579
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
650New |
$212K - $265K
|
650
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.28% |
$327 - $408
|
353
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 3.55% |
$73.8K - $92.1K
|
6.59K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-58- 4.58% |
$19K - $23.6K
|
1.21K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$654 - $815
|
2.86K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 3.8% |
$13.4K - $16.7K
|
1.04K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
58New |
$19K - $23.6K
|
58
$26.1K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.8% |
$9.8K - $12.2K
|
760
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-204- 6.91% |
$66.7K - $83.2K
|
2.75K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.53% |
$12.4K - $15.5K
|
7.07K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$7.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.5K+ 7.26% |
$818K - $1.02M
|
37K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43+ 22.51% |
$14.1K - $17.5K
|
234
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-25- 2.82% |
$8.17K - $10.2K
|
863
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 8.87% |
$131K - $163K
|
4.11K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.11% |
$980 - $1.22K
|
2.62K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
150New |
$49K - $61.1K
|
150
$67.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
311+ 9.98% |
$102K - $127K
|
3.43K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.62% |
$4.25K - $5.3K
|
815
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
37+ 16.02% |
$12.1K - $15.1K
|
268
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-154- 11.11% |
$50.3K - $62.8K
|
1.23K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 7.41% |
$32.7K - $40.8K
|
1.25K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-140- 37.84% |
$45.7K - $57.1K
|
230
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.34KNew |
$764K - $953K
|
2.34K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 66.91% |
$60.8K - $75.8K
|
92
$41.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
33+ 2.65% |
$10.8K - $13.5K
|
1.28K
$576K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
615New |
$201K - $251K
|
615
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.91K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$1.31K - $1.63K
|
11
$4.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
51+ 5.72% |
$16.7K - $20.8K
|
943
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9+ 0.28% |
$2.94K - $3.67K
|
3.24K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 2.0% |
$5.55K - $6.93K
|
835
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-2- 0.28% |
$654 - $815
|
708
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.3K- 54.47% |
$3.69M - $4.61M
|
9.45K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
275+ 7.67% |
$89.9K - $112K
|
3.86K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4+ 0.01% |
$1.31K - $1.63K
|
73.8K
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
8.88K+ 888.0% |
$2.9M - $3.62M
|
9.88K
$4.45M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-357- 16.63% |
$117K - $146K
|
1.79K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$786K
|