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 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
128+ 2.88% |
$35.1K - $49.7K
|
4.57K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
128+ 1.82% |
$35.1K - $49.7K
|
7.16K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
128+ 0.85% |
$35.1K - $49.7K
|
15.2K
$6.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
128+ 20.92% |
$35.1K - $49.7K
|
740
$333K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.16% |
$34.5K - $48.9K
|
5.96K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
125+ 2.79% |
$34.2K - $48.5K
|
4.6K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
125+ 3.21% |
$34.2K - $48.5K
|
4.02K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
124+ 0.47% |
$34K - $48.1K
|
26.6K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
124+ 13.36% |
$34K - $48.1K
|
1.05K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
124+ 21.27% |
$34K - $48.1K
|
707
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
121+ 3.91% |
$33.1K - $47K
|
3.22K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
121+ 2.06% |
$33.1K - $47K
|
6.01K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
120+ 3.87% |
$32.9K - $46.6K
|
3.22K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
120+ 1.2% |
$32.9K - $46.6K
|
10.1K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
120+ 7.08% |
$32.9K - $46.6K
|
1.82K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.35% |
$32.6K - $46.2K
|
5.19K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
117+ 41.34% |
$32.1K - $45.4K
|
400
$180K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
115New |
$31.5K - $44.6K
|
115
$51.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
115+ 1.87% |
$31.5K - $44.6K
|
6.26K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
115+ 6.28% |
$31.5K - $44.6K
|
1.95K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
112+ 6.94% |
$30.7K - $43.5K
|
1.73K
$778K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
111+ 1.67% |
$30.4K - $43.1K
|
6.77K
$3.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
111+ 0.17% |
$30.4K - $43.1K
|
63.5K
$28.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 9.2% |
$30.4K - $43.1K
|
1.32K
$594K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
110+ 3.48% |
$30.1K - $42.7K
|
3.27K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
110+ 2.61% |
$30.1K - $42.7K
|
4.32K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
110+ 15.05% |
$30.1K - $42.7K
|
841
$379K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
109+ 0.54% |
$29.9K - $42.3K
|
20.1K
$9.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
109+ 0.96% |
$29.9K - $42.3K
|
11.4K
$5.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
107+ 1.75% |
$29.3K - $41.5K
|
6.23K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
107+ 5.43% |
$29.3K - $41.5K
|
2.08K
$936K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
107+ 5.61% |
$29.3K - $41.5K
|
2.01K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
107+ 4.95% |
$29.3K - $41.5K
|
2.27K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
106+ 12.49% |
$29K - $41.2K
|
955
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
106+ 530.0% |
$29K - $41.2K
|
126
$56.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 10.34% |
$29K - $41.2K
|
1.13K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 2.63% |
$29K - $41.2K
|
4.14K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
106+ 2.99% |
$29K - $41.2K
|
3.65K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
105+ 5.69% |
$28.8K - $40.8K
|
1.95K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
103+ 5.46% |
$28.2K - $40K
|
1.99K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
103New |
$28.2K - $40K
|
103
$46.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
102+ 3.24% |
$27.9K - $39.6K
|
3.25K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
102+ 26.56% |
$27.9K - $39.6K
|
486
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
102+ 8.52% |
$27.9K - $39.6K
|
1.3K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
102+ 0.58% |
$27.9K - $39.6K
|
17.8K
$8.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 69.18% |
$27.7K - $39.2K
|
247
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
101+ 2.34% |
$27.7K - $39.2K
|
4.41K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 1.41% |
$27.4K - $38.8K
|
7.18K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 8.22% |
$27.4K - $38.8K
|
1.32K
$594K
|