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 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
37New |
$10.1K - $14.4K
|
37
$16.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
37+ 2.49% |
$10.1K - $14.4K
|
1.52K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 1.71% |
$9.86K - $14K
|
2.14K
$965K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
36+ 3.68% |
$9.86K - $14K
|
1.01K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 8.87% |
$9.86K - $14K
|
442
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
36+ 0.8% |
$9.86K - $14K
|
4.55K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 2.81% |
$9.59K - $13.6K
|
1.28K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
35+ 2.12% |
$9.59K - $13.6K
|
1.69K
$760K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
35+ 3.8% |
$9.59K - $13.6K
|
957
$431K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
34+ 0.25% |
$9.31K - $13.2K
|
13.7K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 1.35% |
$9.31K - $13.2K
|
2.56K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34+ 1.36% |
$9.31K - $13.2K
|
2.53K
$1.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 4.38% |
$9.04K - $12.8K
|
787
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 2.9% |
$9.04K - $12.8K
|
1.17K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
33+ 0.32% |
$9.04K - $12.8K
|
10.3K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 3.45% |
$9.04K - $12.8K
|
990
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
33+ 0.31% |
$9.04K - $12.8K
|
10.8K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
33+ 0.22% |
$9.04K - $12.8K
|
15.2K
$6.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
32New |
$8.77K - $12.4K
|
32
$14.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
31+ 3.18% |
$8.49K - $12K
|
1.01K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
31+ 3.79% |
$8.49K - $12K
|
849
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
31+ 0.42% |
$8.49K - $12K
|
7.44K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
31+ 1.98% |
$8.49K - $12K
|
1.59K
$718K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31+ 0.33% |
$8.49K - $12K
|
9.44K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
31+ 1.24% |
$8.49K - $12K
|
2.54K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 3.34% |
$8.22K - $11.6K
|
929
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.64% |
$8.22K - $11.6K
|
676
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
30+ 1.49% |
$8.22K - $11.6K
|
2.05K
$922K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.88% |
$8.22K - $11.6K
|
3.44K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.1% |
$8.22K - $11.6K
|
2.77K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.24% |
$8.22K - $11.6K
|
2.45K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
29+ 1.57% |
$7.94K - $11.3K
|
1.87K
$844K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 1.15% |
$7.94K - $11.3K
|
2.55K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
28+ 5.86% |
$7.67K - $10.9K
|
506
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
28+ 3.45% |
$7.67K - $10.9K
|
839
$378K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.37% |
$7.67K - $10.9K
|
7.61K
$3.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.76% |
$7.4K - $10.5K
|
3.58K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
27+ 0.58% |
$7.4K - $10.5K
|
4.68K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 2.74% |
$7.4K - $10.5K
|
1.01K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
26+ 0.11% |
$7.12K - $10.1K
|
24.5K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
26+ 1.23% |
$7.12K - $10.1K
|
2.14K
$966K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26+ 2.52% |
$7.12K - $10.1K
|
1.06K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 0.61% |
$7.12K - $10.1K
|
4.28K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 1.17% |
$7.12K - $10.1K
|
2.25K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25+ 0.95% |
$6.85K - $9.71K
|
2.67K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
25+ 1.8% |
$6.85K - $9.71K
|
1.41K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.28% |
$6.85K - $9.71K
|
9.04K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.51% |
$6.85K - $9.71K
|
4.95K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 9.84% |
$6.85K - $9.71K
|
279
$126K
|