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
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
351+ 56.16% |
$96.2K - $136K
|
976
$440K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
351+ 2.79% |
$96.2K - $136K
|
12.9K
$5.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
350+ 52.95% |
$95.9K - $136K
|
1.01K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
348New |
$95.3K - $135K
|
348
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
347+ 3.94% |
$95.1K - $135K
|
9.15K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
346+ 11.76% |
$94.8K - $134K
|
3.29K
$1.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
345+ 20.56% |
$94.5K - $134K
|
2.02K
$912K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
339+ 16.17% |
$92.9K - $132K
|
2.44K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338+ 88.71% |
$92.6K - $131K
|
719
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
338+ 10.21% |
$92.6K - $131K
|
3.65K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
337+ 7.95% |
$92.3K - $131K
|
4.58K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
336+ 0.91% |
$92K - $130K
|
37.1K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 6.17% |
$90.9K - $129K
|
5.72K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
329+ 1.91% |
$90.1K - $128K
|
17.5K
$7.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
328+ 24.24% |
$89.9K - $127K
|
1.68K
$758K
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
328+ 8.12% |
$89.9K - $127K
|
4.37K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
326+ 0.78% |
$89.3K - $127K
|
42K
$18.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
325+ 3.84% |
$89K - $126K
|
8.78K
$3.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
324+ 3.25% |
$88.8K - $126K
|
10.3K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
324+ 10.15% |
$88.8K - $126K
|
3.52K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
324+ 4.43% |
$88.8K - $126K
|
7.64K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 2.78% |
$88.8K - $126K
|
12K
$5.39M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
323+ 15.26% |
$88.5K - $125K
|
2.44K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
323+ 19.48% |
$88.5K - $125K
|
1.98K
$893K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
321+ 12.62% |
$87.9K - $125K
|
2.86K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
321New |
$87.9K - $125K
|
321
$145K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
314New |
$86K - $122K
|
314
$142K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
314+ 2.44% |
$86K - $122K
|
13.2K
$5.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
308+ 13.13% |
$84.4K - $120K
|
2.65K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
308+ 18.4% |
$84.4K - $120K
|
1.98K
$893K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
307+ 1.76% |
$84.1K - $119K
|
17.7K
$8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
307+ 18.9% |
$84.1K - $119K
|
1.93K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
304+ 4.59% |
$83.3K - $118K
|
6.92K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
303+ 11.85% |
$83K - $118K
|
2.86K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
303+ 34.99% |
$83K - $118K
|
1.17K
$527K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
302+ 9.58% |
$82.7K - $117K
|
3.46K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
301+ 3.18% |
$82.5K - $117K
|
9.78K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
301+ 28.75% |
$82.5K - $117K
|
1.35K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
300+ 2.59% |
$82.2K - $116K
|
11.9K
$5.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
300+ 7.65% |
$82.2K - $116K
|
4.22K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 4.3% |
$82.2K - $116K
|
7.27K
$3.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300+ 12.5% |
$82.2K - $116K
|
2.7K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
297+ 37.98% |
$81.4K - $115K
|
1.08K
$486K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
296+ 6.84% |
$81.1K - $115K
|
4.63K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
292+ 19.05% |
$80K - $113K
|
1.83K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
291+ 6.23% |
$79.7K - $113K
|
4.96K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
291+ 8.21% |
$79.7K - $113K
|
3.84K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
291+ 4.35% |
$79.7K - $113K
|
6.98K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
289+ 3.4% |
$79.2K - $112K
|
8.79K
$3.96M
|