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 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
164+ 1.36% |
$44.9K - $63.7K
|
12.2K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
163+ 8.84% |
$44.7K - $63.3K
|
2.01K
$904K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
162+ 15.98% |
$44.4K - $62.9K
|
1.18K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
162+ 19.8% |
$44.4K - $62.9K
|
980
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
160+ 0.29% |
$43.8K - $62.1K
|
55.6K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.41% |
$43K - $60.9K
|
11.3K
$5.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
157+ 1.58% |
$43K - $60.9K
|
10.1K
$4.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
156+ 3.45% |
$42.7K - $60.6K
|
4.68K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
156+ 1.43% |
$42.7K - $60.6K
|
11.1K
$5M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
155+ 5.43% |
$42.5K - $60.2K
|
3.01K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
155+ 2.58% |
$42.5K - $60.2K
|
6.16K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
154+ 155.56% |
$42.2K - $59.8K
|
253
$114K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
153+ 5.85% |
$41.9K - $59.4K
|
2.77K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
153+ 20.18% |
$41.9K - $59.4K
|
911
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
152+ 29.29% |
$41.6K - $59K
|
671
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
152+ 5.03% |
$41.6K - $59K
|
3.17K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
151+ 6.46% |
$41.4K - $58.6K
|
2.49K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
150+ 18.29% |
$41.1K - $58.2K
|
970
$437K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
150+ 8.74% |
$41.1K - $58.2K
|
1.87K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
149+ 23.99% |
$40.8K - $57.8K
|
770
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
148+ 12.18% |
$40.5K - $57.5K
|
1.36K
$614K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
148+ 8.85% |
$40.5K - $57.5K
|
1.82K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
148+ 22.77% |
$40.5K - $57.5K
|
798
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
145+ 10.38% |
$39.7K - $56.3K
|
1.54K
$695K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
145+ 3.93% |
$39.7K - $56.3K
|
3.84K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
145+ 2.38% |
$39.7K - $56.3K
|
6.23K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 3.51% |
$39.4K - $55.9K
|
4.25K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
143+ 13.16% |
$39.2K - $55.5K
|
1.23K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
142+ 1.69% |
$38.9K - $55.1K
|
8.54K
$3.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
141+ 4.83% |
$38.6K - $54.7K
|
3.06K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
140+ 19.0% |
$38.4K - $54.3K
|
877
$395K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
140+ 5.6% |
$38.4K - $54.3K
|
2.64K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
140+ 11.79% |
$38.4K - $54.3K
|
1.33K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
139+ 9.84% |
$38.1K - $54K
|
1.55K
$699K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
139+ 33.1% |
$38.1K - $54K
|
559
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 17.44% |
$38.1K - $54K
|
936
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
138+ 11.08% |
$37.8K - $53.6K
|
1.38K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
138+ 2.71% |
$37.8K - $53.6K
|
5.23K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
138+ 1.11% |
$37.8K - $53.6K
|
12.6K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
137+ 6.3% |
$37.5K - $53.2K
|
2.31K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
136New |
$37.3K - $52.8K
|
136
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
135+ 6.9% |
$37K - $52.4K
|
2.09K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
135+ 2.39% |
$37K - $52.4K
|
5.77K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
133+ 0.95% |
$36.4K - $51.6K
|
14.2K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
133+ 0.44% |
$36.4K - $51.6K
|
30.5K
$13.8M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
131+ 19.32% |
$35.9K - $50.9K
|
809
$365K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
131+ 1.41% |
$35.9K - $50.9K
|
9.43K
$4.25M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 2.04% |
$35.6K - $50.5K
|
6.52K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
130+ 1.26% |
$35.6K - $50.5K
|
10.5K
$4.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
129+ 3.03% |
$35.3K - $50.1K
|
4.39K
$1.98M
|