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 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 4.71% |
$10.8K - $13.5K
|
667
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 2.63% |
$8.17K - $10.2K
|
977
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.78K+ 2.86% |
$908K - $1.13M
|
100K
$45.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 4.13% |
$17.3K - $21.6K
|
1.34K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6+ 0.39% |
$1.96K - $2.45K
|
1.53K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 46.95% |
$98K - $122K
|
939
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-305- 1.63% |
$99.7K - $124K
|
18.4K
$8.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 58.14% |
$16.3K - $20.4K
|
36
$16.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
713New |
$233K - $291K
|
713
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.34% |
$6.86K - $8.56K
|
1.55K
$698K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$327 - $408
|
1.17K
$526K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 3.91% |
$19.6K - $24.5K
|
1.47K
$664K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
200+ 20.12% |
$65.4K - $81.5K
|
1.19K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
45+ 1.69% |
$14.7K - $18.3K
|
2.7K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 5.26% |
$1.63K - $2.04K
|
90
$40.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.84K+ 512.26% |
$601K - $750K
|
2.2K
$991K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 2.77% |
$6.86K - $8.56K
|
778
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
223+ 9.19% |
$72.9K - $90.9K
|
2.65K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.03K
$916K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
82+ 6.25% |
$26.8K - $33.4K
|
1.39K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
50+ 3.94% |
$16.3K - $20.4K
|
1.32K
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38New |
$12.4K - $15.5K
|
38
$17.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19- 0.85% |
$6.21K - $7.74K
|
2.23K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
775+ 13.08% |
$253K - $316K
|
6.7K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 2.5% |
$327 - $408
|
41
$18.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.18% |
$22.5K - $28.1K
|
5.76K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
68+ 2.2% |
$22.2K - $27.7K
|
3.17K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.12% |
$327 - $408
|
813
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
285+ 1900.0% |
$93.1K - $116K
|
300
$135K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-27- 1.84% |
$8.82K - $11K
|
1.44K
$649K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-50- 0.07% |
$16.3K - $20.4K
|
66.9K
$30.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
532+ 7.41% |
$174K - $217K
|
7.71K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.86K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.82% |
$2.94K - $3.67K
|
485
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-151- 9.84% |
$49.3K - $61.6K
|
1.38K
$623K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.89% |
$11.4K - $14.3K
|
543
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$714K - $891K
|
2.19K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$2.25K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-19- 2.47% |
$6.21K - $7.74K
|
751
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$473K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$722K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$81.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$658K
|