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 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
537New |
$147K - $208K
|
537
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
536New |
$147K - $208K
|
536
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
535New |
$147K - $208K
|
535
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
534New |
$146K - $207K
|
534
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
533+ 2.36% |
$146K - $207K
|
23.1K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
533New |
$146K - $207K
|
533
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
528New |
$145K - $205K
|
528
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
526+ 12.16% |
$144K - $204K
|
4.85K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
523New |
$143K - $203K
|
523
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
523+ 3.15% |
$143K - $203K
|
17.1K
$7.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
523+ 23.43% |
$143K - $203K
|
2.76K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
522New |
$143K - $203K
|
522
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$143K - $202K
|
521
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
520New |
$142K - $202K
|
520
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
520New |
$142K - $202K
|
520
$234K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
519New |
$142K - $201K
|
519
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
518New |
$142K - $201K
|
518
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
518+ 73.68% |
$142K - $201K
|
1.22K
$550K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
517+ 17.31% |
$142K - $201K
|
3.5K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
516New |
$141K - $200K
|
516
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
515+ 11.0% |
$141K - $200K
|
5.2K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
512+ 31.37% |
$140K - $199K
|
2.14K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
510+ 34.34% |
$140K - $198K
|
2K
$899K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
506+ 1.21% |
$139K - $196K
|
42.4K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
505+ 0.92% |
$138K - $196K
|
55.2K
$24.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
503+ 9.49% |
$138K - $195K
|
5.8K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
503+ 2.26% |
$138K - $195K
|
22.8K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
502+ 2.11% |
$138K - $195K
|
24.3K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
500New |
$137K - $194K
|
500
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 200.0% |
$137K - $194K
|
750
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 13.89% |
$137K - $194K
|
4.1K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
500+ 30.08% |
$137K - $194K
|
2.16K
$974K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
498+ 4.62% |
$136K - $193K
|
11.3K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
498+ 18.86% |
$136K - $193K
|
3.14K
$1.41M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
492+ 42.34% |
$135K - $191K
|
1.65K
$745K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
491+ 52.85% |
$135K - $191K
|
1.42K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
487New |
$133K - $189K
|
487
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
485+ 4.2% |
$133K - $188K
|
12K
$5.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
483+ 0.67% |
$132K - $188K
|
72.1K
$32.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
482+ 9.04% |
$132K - $187K
|
5.82K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
475+ 1.27% |
$130K - $184K
|
37.7K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
475+ 38.81% |
$130K - $184K
|
1.7K
$766K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
469New |
$128K - $182K
|
469
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
465+ 29.47% |
$127K - $181K
|
2.04K
$921K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
463+ 50.49% |
$127K - $180K
|
1.38K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
460+ 16.49% |
$126K - $179K
|
3.25K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
457+ 56.77% |
$125K - $177K
|
1.26K
$569K
|