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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
452+ 8.65% |
$124K - $175K
|
5.68K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
452+ 16.56% |
$124K - $175K
|
3.18K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
451+ 18.77% |
$124K - $175K
|
2.85K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
450+ 18.71% |
$123K - $175K
|
2.86K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$123K - $175K
|
450
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
449+ 670.15% |
$123K - $174K
|
516
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
448+ 22.24% |
$123K - $174K
|
2.46K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
443+ 3.93% |
$121K - $172K
|
11.7K
$5.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
442+ 3.5% |
$121K - $172K
|
13.1K
$5.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
442+ 15.98% |
$121K - $172K
|
3.21K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
439+ 12.47% |
$120K - $170K
|
3.96K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
439+ 17.24% |
$120K - $170K
|
2.99K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
432+ 40.3% |
$118K - $168K
|
1.5K
$678K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
430+ 136.51% |
$118K - $167K
|
745
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
426+ 16.33% |
$117K - $165K
|
3.03K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
426+ 2.43% |
$117K - $165K
|
18K
$8.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
425+ 5.95% |
$116K - $165K
|
7.57K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
424+ 1.84% |
$116K - $165K
|
23.5K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
420+ 17.43% |
$115K - $163K
|
2.83K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
420+ 0.6% |
$115K - $163K
|
70.3K
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
415+ 28.64% |
$114K - $161K
|
1.86K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
414+ 0.37% |
$113K - $161K
|
113K
$50.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
412+ 15.48% |
$113K - $160K
|
3.07K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
411+ 9.31% |
$113K - $160K
|
4.83K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
409+ 1.32% |
$112K - $159K
|
31.3K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
409+ 45.29% |
$112K - $159K
|
1.31K
$591K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
405+ 19.53% |
$111K - $157K
|
2.48K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
400+ 25.0% |
$110K - $155K
|
2K
$901K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
400+ 8.72% |
$110K - $155K
|
4.99K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
398+ 2.99% |
$109K - $155K
|
13.7K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
394+ 10.43% |
$108K - $153K
|
4.17K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
391+ 38.52% |
$107K - $152K
|
1.41K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
389+ 6.73% |
$107K - $151K
|
6.17K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
387+ 15.3% |
$106K - $150K
|
2.92K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
387+ 0.24% |
$106K - $150K
|
162K
$73.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
387+ 3.07% |
$106K - $150K
|
13K
$5.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 72.11% |
$104K - $148K
|
907
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
379+ 34.8% |
$104K - $147K
|
1.47K
$662K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
377+ 7.26% |
$103K - $146K
|
5.57K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
375+ 30.74% |
$103K - $146K
|
1.6K
$719K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
370+ 65.26% |
$101K - $144K
|
937
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
370+ 27.35% |
$101K - $144K
|
1.72K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
367+ 9.78% |
$101K - $142K
|
4.12K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
366+ 3.0% |
$100K - $142K
|
12.6K
$5.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
362+ 31.15% |
$99.2K - $141K
|
1.52K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
361+ 3.73% |
$98.9K - $140K
|
10K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
358+ 23.9% |
$98.1K - $139K
|
1.86K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
357+ 11.69% |
$97.8K - $139K
|
3.41K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
355+ 1.55% |
$97.2K - $138K
|
23.2K
$10.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|