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 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
285New |
$78.1K - $111K
|
285
$128K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
283+ 18.22% |
$77.5K - $110K
|
1.84K
$827K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
282+ 38.21% |
$77.3K - $109K
|
1.02K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
281+ 4.85% |
$77K - $109K
|
6.08K
$2.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
280+ 11.2% |
$76.7K - $109K
|
2.78K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
280+ 10.97% |
$76.7K - $109K
|
2.83K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
278+ 13.65% |
$76.2K - $108K
|
2.31K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
277+ 2.43% |
$75.9K - $108K
|
11.7K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
276+ 36.32% |
$75.6K - $107K
|
1.04K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
275+ 2.76% |
$75.3K - $107K
|
10.2K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
274+ 0.3% |
$75.1K - $106K
|
90.3K
$40.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
269+ 18.29% |
$73.7K - $104K
|
1.74K
$784K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
266+ 1.81% |
$72.9K - $103K
|
14.9K
$6.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
265New |
$72.6K - $103K
|
265
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
265+ 1.9% |
$72.6K - $103K
|
14.2K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
263+ 23.11% |
$72K - $102K
|
1.4K
$631K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
263+ 11.58% |
$72K - $102K
|
2.53K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
263+ 17.89% |
$72K - $102K
|
1.73K
$781K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
259+ 2.67% |
$71K - $101K
|
9.96K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
259+ 6.97% |
$71K - $101K
|
3.98K
$1.79M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
257New |
$70.4K - $99.8K
|
257
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
256New |
$70.1K - $99.4K
|
256
$115K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
255+ 38.58% |
$69.9K - $99K
|
916
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
253+ 9.69% |
$69.3K - $98.2K
|
2.87K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251New |
$68.8K - $97.4K
|
251
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
250+ 12.7% |
$68.5K - $97.1K
|
2.22K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
249+ 17.49% |
$68.2K - $96.7K
|
1.67K
$754K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
248+ 4.94% |
$67.9K - $96.3K
|
5.26K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
247+ 5.55% |
$67.7K - $95.9K
|
4.7K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
246+ 10.16% |
$67.4K - $95.5K
|
2.67K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
246+ 6.95% |
$67.4K - $95.5K
|
3.79K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
241+ 926.92% |
$66K - $93.6K
|
267
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
240+ 7.47% |
$65.7K - $93.2K
|
3.45K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
240+ 2.53% |
$65.7K - $93.2K
|
9.72K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
239+ 18.19% |
$65.5K - $92.8K
|
1.55K
$700K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
239+ 10.4% |
$65.5K - $92.8K
|
2.54K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
238+ 1.94% |
$65.2K - $92.4K
|
12.5K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
236+ 30.69% |
$64.6K - $91.6K
|
1.01K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
236+ 27.16% |
$64.6K - $91.6K
|
1.11K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
235+ 0.6% |
$64.4K - $91.2K
|
39.3K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
235New |
$64.4K - $91.2K
|
235
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
234+ 2.35% |
$64.1K - $90.8K
|
10.2K
$4.59M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 11.57% |
$63.8K - $90.5K
|
2.25K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$743K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
231+ 2.6% |
$63.3K - $89.7K
|
9.12K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
231+ 1.16% |
$63.3K - $89.7K
|
20.1K
$9.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
230+ 3.91% |
$63K - $89.3K
|
6.11K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
230+ 34.33% |
$63K - $89.3K
|
900
$406K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
226+ 1.13% |
$61.9K - $87.7K
|
20.2K
$9.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
225+ 16.65% |
$61.6K - $87.3K
|
1.58K
$710K
|