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 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
100+ 0.23% |
$27.4K - $38.8K
|
42.8K
$19.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 12.72% |
$27.4K - $38.8K
|
886
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 1.75% |
$27.4K - $38.8K
|
5.81K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
99+ 0.2% |
$27.1K - $38.4K
|
50.2K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
98+ 5.67% |
$26.8K - $38K
|
1.83K
$822K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
98+ 6.49% |
$26.8K - $38K
|
1.61K
$724K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98+ 4.37% |
$26.8K - $38K
|
2.34K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
97+ 2.72% |
$26.6K - $37.7K
|
3.66K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
95+ 1.59% |
$26K - $36.9K
|
6.06K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
95+ 1.27% |
$26K - $36.9K
|
7.55K
$3.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
94+ 3.48% |
$25.8K - $36.5K
|
2.8K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
93+ 1.44% |
$25.5K - $36.1K
|
6.53K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
93+ 5.02% |
$25.5K - $36.1K
|
1.95K
$877K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
93+ 3.16% |
$25.5K - $36.1K
|
3.04K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
92+ 4.65% |
$25.2K - $35.7K
|
2.07K
$933K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
92+ 8.5% |
$25.2K - $35.7K
|
1.17K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
92+ 1.25% |
$25.2K - $35.7K
|
7.43K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
90+ 6.53% |
$24.7K - $34.9K
|
1.47K
$662K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
89+ 11.71% |
$24.4K - $34.6K
|
849
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
89+ 11.53% |
$24.4K - $34.6K
|
861
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 0.86% |
$24.1K - $34.2K
|
10.3K
$4.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
88+ 1.12% |
$24.1K - $34.2K
|
7.96K
$3.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88+ 1.82% |
$24.1K - $34.2K
|
4.92K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$24.1K - $34.2K
|
88
$39.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
88+ 0.13% |
$24.1K - $34.2K
|
70.4K
$31.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
87+ 2.26% |
$23.8K - $33.8K
|
3.94K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
87+ 1.85% |
$23.8K - $33.8K
|
4.79K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 9.55% |
$23.8K - $33.8K
|
998
$450K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
86+ 10.74% |
$23.6K - $33.4K
|
887
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.33% |
$23.6K - $33.4K
|
2.67K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86+ 0.78% |
$23.6K - $33.4K
|
11.2K
$5.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
86+ 8.65% |
$23.6K - $33.4K
|
1.08K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86+ 2.12% |
$23.6K - $33.4K
|
4.14K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
85+ 4.3% |
$23.3K - $33K
|
2.06K
$930K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85+ 2.79% |
$23.3K - $33K
|
3.14K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
85+ 0.86% |
$23.3K - $33K
|
9.94K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 9.28% |
$23K - $32.6K
|
989
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 10.97% |
$23K - $32.6K
|
850
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
84+ 7.51% |
$23K - $32.6K
|
1.2K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
84+ 7.15% |
$23K - $32.6K
|
1.26K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
83+ 3.85% |
$22.7K - $32.2K
|
2.24K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 7.78% |
$22.7K - $32.2K
|
1.15K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
83New |
$22.7K - $32.2K
|
83
$37.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82+ 0.85% |
$22.5K - $31.8K
|
9.69K
$4.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
82+ 12.11% |
$22.5K - $31.8K
|
759
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
81New |
$22.2K - $31.4K
|
81
$36.5K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 8.17% |
$22.2K - $31.4K
|
1.07K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81+ 3.24% |
$22.2K - $31.4K
|
2.58K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
81+ 3.81% |
$22.2K - $31.4K
|
2.21K
$994K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
81+ 2.36% |
$22.2K - $31.4K
|
3.52K
$1.59M
|