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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
81+ 1.59% |
$22.2K - $31.4K
|
5.17K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
81+ 7.46% |
$22.2K - $31.4K
|
1.17K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
79+ 5.34% |
$21.6K - $30.7K
|
1.56K
$703K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
77+ 1.97% |
$21.1K - $29.9K
|
4K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
77+ 11.76% |
$21.1K - $29.9K
|
732
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
75+ 11.45% |
$20.5K - $29.1K
|
730
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
75+ 7.35% |
$20.5K - $29.1K
|
1.1K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
74+ 0.16% |
$20.3K - $28.7K
|
46.1K
$20.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
74+ 3.39% |
$20.3K - $28.7K
|
2.26K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$849K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
73+ 3.97% |
$20K - $28.3K
|
1.91K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
73+ 7.78% |
$20K - $28.3K
|
1.01K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
73+ 5.85% |
$20K - $28.3K
|
1.32K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
73+ 6.11% |
$20K - $28.3K
|
1.27K
$571K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$19.7K - $28K
|
72
$32.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
72+ 8.15% |
$19.7K - $28K
|
955
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
71+ 1.07% |
$19.4K - $27.6K
|
6.72K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
71+ 8.48% |
$19.4K - $27.6K
|
908
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70+ 2.63% |
$19.2K - $27.2K
|
2.73K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
70+ 10.67% |
$19.2K - $27.2K
|
726
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
70+ 1.01% |
$19.2K - $27.2K
|
6.98K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
69+ 7.32% |
$18.9K - $26.8K
|
1.01K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
69+ 4.24% |
$18.9K - $26.8K
|
1.7K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$18.9K - $26.8K
|
69
$31.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
68+ 1.08% |
$18.6K - $26.4K
|
6.34K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
68+ 5.71% |
$18.6K - $26.4K
|
1.26K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
67+ 2.52% |
$18.4K - $26K
|
2.72K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 8.77% |
$18.4K - $26K
|
831
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
67+ 0.84% |
$18.4K - $26K
|
8.05K
$3.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
66+ 2.75% |
$18.1K - $25.6K
|
2.46K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
66+ 1.03% |
$18.1K - $25.6K
|
6.45K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 3.3% |
$18.1K - $25.6K
|
2.06K
$930K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
65+ 5.9% |
$17.8K - $25.2K
|
1.17K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
64+ 3.55% |
$17.5K - $24.8K
|
1.87K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
63+ 8.05% |
$17.3K - $24.5K
|
846
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
63+ 1.92% |
$17.3K - $24.5K
|
3.35K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
62+ 4.91% |
$17K - $24.1K
|
1.33K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
61New |
$16.7K - $23.7K
|
61
$27.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 109.09% |
$16.4K - $23.3K
|
115
$51.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
60+ 6.75% |
$16.4K - $23.3K
|
949
$428K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
60+ 6.52% |
$16.4K - $23.3K
|
980
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 0.31% |
$16.4K - $23.3K
|
19.4K
$8.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
59+ 1.59% |
$16.2K - $22.9K
|
3.77K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
59+ 5.88% |
$16.2K - $22.9K
|
1.06K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
59+ 2.31% |
$16.2K - $22.9K
|
2.61K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
59+ 0.94% |
$16.2K - $22.9K
|
6.33K
$2.85M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.41% |
$15.6K - $22.1K
|
13.8K
$6.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
55+ 4.08% |
$15.1K - $21.4K
|
1.4K
$632K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 1.39% |
$15.1K - $21.4K
|
4.02K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
55+ 2.15% |
$15.1K - $21.4K
|
2.62K
$1.18M
|