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 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
25+ 0.18% |
$6.85K - $9.71K
|
13.8K
$6.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$6.85K - $9.71K
|
25
$11.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25+ 2.14% |
$6.85K - $9.71K
|
1.19K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
24+ 2.63% |
$6.57K - $9.32K
|
935
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
24+ 0.51% |
$6.57K - $9.32K
|
4.74K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 0.64% |
$6.3K - $8.93K
|
3.63K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 1.18% |
$6.3K - $8.93K
|
1.98K
$890K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
23+ 3.7% |
$6.3K - $8.93K
|
644
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.21% |
$6.3K - $8.93K
|
10.9K
$4.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 0.18% |
$6.3K - $8.93K
|
12.8K
$5.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 2.19% |
$6.03K - $8.54K
|
1.03K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
22+ 2.33% |
$6.03K - $8.54K
|
967
$436K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22+ 8.43% |
$6.03K - $8.54K
|
283
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 733.33% |
$6.03K - $8.54K
|
25
$11.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
21+ 1.0% |
$5.75K - $8.15K
|
2.12K
$953K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
21+ 3.44% |
$5.75K - $8.15K
|
631
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
21+ 0.76% |
$5.75K - $8.15K
|
2.8K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 6.44% |
$5.75K - $8.15K
|
347
$156K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
20+ 0.23% |
$5.48K - $7.76K
|
8.71K
$3.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
20+ 1.2% |
$5.48K - $7.76K
|
1.68K
$758K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20+ 0.55% |
$5.48K - $7.76K
|
3.65K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 1.21% |
$5.48K - $7.76K
|
1.67K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
20+ 0.37% |
$5.48K - $7.76K
|
5.47K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
20+ 3.03% |
$5.48K - $7.76K
|
681
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19+ 1.38% |
$5.2K - $7.38K
|
1.39K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
19+ 0.27% |
$5.2K - $7.38K
|
7.03K
$3.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
19+ 0.43% |
$5.2K - $7.38K
|
4.48K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
19+ 2.58% |
$5.2K - $7.38K
|
755
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
19+ 2.04% |
$5.2K - $7.38K
|
951
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
19+ 0.86% |
$5.2K - $7.38K
|
2.23K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 0.42% |
$5.2K - $7.38K
|
4.54K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18+ 1.5% |
$4.93K - $6.99K
|
1.22K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.93K - $6.99K
|
6.32K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
18+ 0.4% |
$4.93K - $6.99K
|
4.53K
$2.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
17+ 0.04% |
$4.66K - $6.6K
|
38.9K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 0.47% |
$4.66K - $6.6K
|
3.62K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17+ 2.59% |
$4.66K - $6.6K
|
674
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17+ 121.43% |
$4.66K - $6.6K
|
31
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
17+ 0.64% |
$4.66K - $6.6K
|
2.68K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 6.2% |
$4.66K - $6.6K
|
291
$131K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
17New |
$4.66K - $6.6K
|
17
$7.66K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
16+ 0.2% |
$4.38K - $6.21K
|
8.21K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
16+ 3.95% |
$4.38K - $6.21K
|
421
$190K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.29% |
$4.38K - $6.21K
|
5.5K
$2.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
16+ 0.49% |
$4.38K - $6.21K
|
3.26K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.55% |
$4.38K - $6.21K
|
2.92K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16+ 0.25% |
$4.38K - $6.21K
|
6.42K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
16+ 1.27% |
$4.38K - $6.21K
|
1.27K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15+ 0.79% |
$4.11K - $5.82K
|
1.9K
$858K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 0.22% |
$4.11K - $5.82K
|
6.94K
$3.13M
|