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 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
224+ 3.12% |
$61.4K - $87K
|
7.4K
$3.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
223+ 4.41% |
$61.1K - $86.6K
|
5.28K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219+ 17.78% |
$60K - $85K
|
1.45K
$654K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
218+ 17.45% |
$59.7K - $84.6K
|
1.47K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
216+ 5.88% |
$59.2K - $83.9K
|
3.89K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
214+ 4.75% |
$58.6K - $83.1K
|
4.72K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
213+ 0.34% |
$58.3K - $82.7K
|
62.4K
$28.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
210+ 8.96% |
$57.5K - $81.5K
|
2.56K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
209+ 32.2% |
$57.3K - $81.1K
|
858
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
209+ 4.83% |
$57.3K - $81.1K
|
4.53K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
207+ 7.11% |
$56.7K - $80.4K
|
3.12K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
206+ 1.21% |
$56.4K - $80K
|
17.2K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
206+ 6.01% |
$56.4K - $80K
|
3.64K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
204+ 14.68% |
$55.9K - $79.2K
|
1.59K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
201+ 5.32% |
$55.1K - $78K
|
3.98K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
200+ 28.21% |
$54.8K - $77.6K
|
909
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
200+ 17.89% |
$54.8K - $77.6K
|
1.32K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
200+ 0.43% |
$54.8K - $77.6K
|
46.2K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
200+ 23.15% |
$54.8K - $77.6K
|
1.06K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
195+ 3.05% |
$53.4K - $75.7K
|
6.6K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
193+ 4.89% |
$52.9K - $74.9K
|
4.14K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
192+ 23.53% |
$52.6K - $74.5K
|
1.01K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
192+ 8.73% |
$52.6K - $74.5K
|
2.39K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
191+ 16.75% |
$52.3K - $74.1K
|
1.33K
$600K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
190+ 6.16% |
$52K - $73.8K
|
3.27K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
190+ 5.6% |
$52K - $73.8K
|
3.58K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 8.49% |
$51.8K - $73.4K
|
2.42K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
189+ 1.29% |
$51.8K - $73.4K
|
14.9K
$6.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
188+ 7.23% |
$51.5K - $73K
|
2.79K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
187+ 4.68% |
$51.2K - $72.6K
|
4.18K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
186+ 18.43% |
$51K - $72.2K
|
1.2K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
185+ 1.66% |
$50.7K - $71.8K
|
11.4K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
184+ 2.21% |
$50.4K - $71.4K
|
8.53K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
183+ 10.18% |
$50.1K - $71K
|
1.98K
$892K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
183+ 8.91% |
$50.1K - $71K
|
2.24K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
183+ 55.62% |
$50.1K - $71K
|
512
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
183+ 4.32% |
$50.1K - $71K
|
4.42K
$1.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
182+ 9.04% |
$49.9K - $70.7K
|
2.2K
$990K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
181+ 77.02% |
$49.6K - $70.3K
|
416
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
180+ 10.56% |
$49.3K - $69.9K
|
1.89K
$849K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
180+ 3.87% |
$49.3K - $69.9K
|
4.83K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
BUY
|
- |
177+ 23.63% |
$48.5K - $68.7K
|
926
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
173+ 1.71% |
$47.4K - $67.2K
|
10.3K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
171+ 2.15% |
$46.8K - $66.4K
|
8.13K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
171+ 26.47% |
$46.8K - $66.4K
|
817
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
171+ 2.92% |
$46.8K - $66.4K
|
6.02K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
170+ 25.91% |
$46.6K - $66K
|
826
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
167+ 3.82% |
$45.7K - $64.8K
|
4.54K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
165+ 4.23% |
$45.2K - $64.1K
|
4.06K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
165+ 2.74% |
$45.2K - $64.1K
|
6.18K
$2.78M
|