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 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
30.7KNew |
$10M - $12.5M
|
30.7K
$12.3M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
648New |
$212K - $264K
|
648
$261K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-28- 0.28% |
$9.15K - $11.4K
|
10.1K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
91.7KNew |
$30M - $37.4M
|
91.7K
$36.9M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.5K- 8.22% |
$1.14M - $1.43M
|
39.1K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-382- 28.68% |
$125K - $156K
|
950
$382K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-450- 4.17% |
$147K - $183K
|
10.3K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
225+ 1.41% |
$73.5K - $91.7K
|
16.1K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
9.6KNew |
$3.14M - $3.91M
|
9.6K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
20.8K+ 2080.0% |
$6.8M - $8.48M
|
21.8K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
43.8KNew |
$14.3M - $17.9M
|
43.8K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13K+ 8.45% |
$1.35M - $1.68M
|
53K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
29K+ 28.54% |
$9.49M - $11.8M
|
131K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
47.1K+ 16.09% |
$15.4M - $19.2M
|
340K
$137M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-56.6K- 13.24% |
$18.5M - $23.1M
|
371K
$149M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-15.8K- 10.06% |
$5.16M - $6.44M
|
141K
$56.8M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-251- 27.25% |
$82K - $102K
|
670
$269K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.36KNew |
$771K - $962K
|
2.36K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
54+ 28.27% |
$17.6K - $22K
|
245
$98.5K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.4K- 48.52% |
$5.04M - $6.29M
|
16.4K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 10.97% |
$28.4K - $35.5K
|
880
$354K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 17.1% |
$555K - $693K
|
11.6K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
565+ 0.93% |
$185K - $230K
|
61.3K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-32.5K- 84.85% |
$10.6M - $13.2M
|
5.8K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-468K- 1.28% |
$153M - $191M
|
36.2M
$14.5B
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.81K+ 44.66% |
$590K - $736K
|
5.85K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 44.0% |
$405K - $505K
|
4.06K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
142K+ 5155.83% |
$46.5M - $58M
|
145K
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.78KNew |
$1.23M - $1.54M
|
3.78K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.6K+ 30.22% |
$3.8M - $4.74M
|
50.1K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-21K- 17.44% |
$6.86M - $8.56M
|
99.4K
$40M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 900.0% |
$5.88K - $7.34K
|
20
$8.04K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9- 0.02% |
$2.94K - $3.67K
|
41.8K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
1M+ 0.0% |
$327M - $408M
|
1M
$402M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27- 1.79% |
$8.82K - $11K
|
1.48K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.91% |
$16.3K - $20.4K
|
796
$320K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$1.39M - $1.73M
|
4.24K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103+ 2.31% |
$33.7K - $42K
|
4.57K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 6.72% |
$223K - $278K
|
9.48K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
4.45K+ 14.2% |
$1.45M - $1.81M
|
35.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
95.6K+ 16.67% |
$31.2M - $39M
|
669K
$269M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
310K+ 202.62% |
$101M - $126M
|
463K
$186M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.7K+ 83.35% |
$2.19M - $2.73M
|
14.7K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-8.8K- 38.1% |
$2.88M - $3.59M
|
14.3K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.19K- 1.47% |
$389K - $485K
|
79.9K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
38+ 0.75% |
$12.4K - $15.5K
|
5.08K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
58+ 6.06% |
$19K - $23.6K
|
1.02K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
513+ 8.48% |
$168K - $209K
|
6.57K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-748- 2.4% |
$244K - $305K
|
30.4K
$12.2M
|