Purchases and Sales Made in Q2 2025 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2025. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
830+ 1.84% |
$227K - $322K
|
45.9K
$20.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
826+ 1.41% |
$226K - $321K
|
59.5K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
820+ 13.2% |
$225K - $318K
|
7.03K
$3.17M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
820New |
$225K - $318K
|
820
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
813New |
$223K - $316K
|
813
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
812New |
$222K - $315K
|
812
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
809+ 38.14% |
$222K - $314K
|
2.93K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
792+ 7.31% |
$217K - $307K
|
11.6K
$5.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
791New |
$217K - $307K
|
791
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
784+ 15.08% |
$215K - $304K
|
5.98K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
784New |
$215K - $304K
|
784
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
784+ 117.37% |
$215K - $304K
|
1.45K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
783+ 6.3% |
$214K - $304K
|
13.2K
$5.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
783+ 1535.29% |
$214K - $304K
|
834
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
780+ 42.95% |
$214K - $303K
|
2.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
778+ 41.38% |
$213K - $302K
|
2.66K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
760New |
$208K - $295K
|
760
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
758New |
$208K - $294K
|
758
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
756New |
$207K - $293K
|
756
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
754New |
$207K - $293K
|
754
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
752+ 8.81% |
$206K - $292K
|
9.29K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
752New |
$206K - $292K
|
752
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
752New |
$206K - $292K
|
752
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
750New |
$205K - $291K
|
750
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
749New |
$205K - $291K
|
749
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
747+ 1.74% |
$205K - $290K
|
43.7K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
744New |
$204K - $289K
|
744
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
740+ 18.87% |
$203K - $287K
|
4.66K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
738+ 84.15% |
$202K - $286K
|
1.62K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
734New |
$201K - $285K
|
734
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
730+ 4.83% |
$200K - $283K
|
15.8K
$7.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
726New |
$199K - $282K
|
726
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
718New |
$197K - $279K
|
718
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
714+ 6.99% |
$196K - $277K
|
10.9K
$4.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
713+ 4.89% |
$195K - $277K
|
15.3K
$6.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
712+ 52.01% |
$195K - $276K
|
2.08K
$938K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
712New |
$195K - $276K
|
712
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
710New |
$194K - $276K
|
710
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
705+ 46.08% |
$193K - $274K
|
2.24K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
704+ 42.54% |
$193K - $273K
|
2.36K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
700+ 3.41% |
$192K - $272K
|
21.2K
$9.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
694New |
$190K - $269K
|
694
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
693+ 23.66% |
$190K - $269K
|
3.62K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
691+ 71.61% |
$189K - $268K
|
1.66K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
690New |
$189K - $268K
|
690
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
687New |
$188K - $267K
|
687
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
684+ 7.61% |
$187K - $266K
|
9.68K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
677+ 4.76% |
$185K - $263K
|
14.9K
$6.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
670+ 104.04% |
$184K - $260K
|
1.31K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
670+ 37.12% |
$184K - $260K
|
2.48K
$1.12M
|