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
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
670New |
$184K - $260K
|
670
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
667+ 54.54% |
$183K - $259K
|
1.89K
$852K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
667New |
$183K - $259K
|
667
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
666+ 2.85% |
$182K - $259K
|
24K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
664New |
$182K - $258K
|
664
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
664+ 18.98% |
$182K - $258K
|
4.16K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
663+ 0.97% |
$182K - $257K
|
69.1K
$31.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
661New |
$181K - $257K
|
661
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
660+ 7.99% |
$181K - $256K
|
8.92K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
654+ 2.21% |
$179K - $254K
|
30.3K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
645+ 3.15% |
$177K - $250K
|
21.1K
$9.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
644+ 1.84% |
$176K - $250K
|
35.7K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
640New |
$175K - $248K
|
640
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
639New |
$175K - $248K
|
639
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
639+ 25.54% |
$175K - $248K
|
3.14K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
639+ 70.07% |
$175K - $248K
|
1.55K
$699K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
637New |
$174K - $247K
|
637
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
636New |
$174K - $247K
|
636
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
635New |
$174K - $247K
|
635
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
630+ 4.34% |
$173K - $245K
|
15.1K
$6.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
628New |
$172K - $244K
|
628
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
626New |
$171K - $243K
|
626
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
622+ 0.92% |
$170K - $241K
|
68.2K
$30.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
621New |
$170K - $241K
|
621
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
618+ 38.43% |
$169K - $240K
|
2.23K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
618New |
$169K - $240K
|
618
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
618+ 5.05% |
$169K - $240K
|
12.9K
$5.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
617New |
$169K - $240K
|
617
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
609New |
$167K - $236K
|
609
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
606New |
$166K - $235K
|
606
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
606+ 24.85% |
$166K - $235K
|
3.05K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
605+ 22.42% |
$166K - $235K
|
3.3K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
605New |
$166K - $235K
|
605
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
604New |
$165K - $234K
|
604
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
604New |
$165K - $234K
|
604
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602New |
$165K - $234K
|
602
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
601+ 10.36% |
$165K - $233K
|
6.4K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
600+ 0.18% |
$164K - $233K
|
329K
$148M
|
|
|
Aug 14, 2025
Q2 2025
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
600New |
$164K - $233K
|
600
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
599New |
$164K - $233K
|
599
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
598+ 2.53% |
$164K - $232K
|
24.2K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
597New |
$164K - $232K
|
597
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
596New |
$163K - $231K
|
596
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$163K - $231K
|
595
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
593New |
$162K - $230K
|
593
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
592New |
$162K - $230K
|
592
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
591New |
$162K - $229K
|
591
$266K
|