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
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9+ 3.35% |
$2.47K - $3.49K
|
278
$125K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 81.82% |
$2.47K - $3.49K
|
20
$9.01K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$2.47K - $3.49K
|
8.52K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9+ 1.15% |
$2.47K - $3.49K
|
795
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 34.62% |
$2.47K - $3.49K
|
35
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.02% |
$2.47K - $3.49K
|
889
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 266.67% |
$2.19K - $3.11K
|
11
$4.96K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8+ 0.27% |
$2.19K - $3.11K
|
2.97K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.17% |
$2.19K - $3.11K
|
4.84K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 50.0% |
$2.19K - $3.11K
|
24
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8+ 0.12% |
$2.19K - $3.11K
|
6.48K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.32% |
$1.92K - $2.72K
|
2.22K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
7+ 0.21% |
$1.92K - $2.72K
|
3.29K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
7+ 1.13% |
$1.92K - $2.72K
|
628
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
7+ 0.06% |
$1.92K - $2.72K
|
12K
$5.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
7+ 0.51% |
$1.92K - $2.72K
|
1.37K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.3% |
$1.92K - $2.72K
|
2.31K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.91% |
$1.92K - $2.72K
|
779
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 6.14% |
$1.92K - $2.72K
|
121
$54.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
7+ 0.44% |
$1.92K - $2.72K
|
1.61K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 46.67% |
$1.92K - $2.72K
|
22
$9.91K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.58K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 0.38% |
$1.64K - $2.33K
|
1.6K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
6+ 0.3% |
$1.64K - $2.33K
|
2.03K
$913K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.48% |
$1.64K - $2.33K
|
1.24K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 0.88% |
$1.64K - $2.33K
|
687
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.58% |
$1.64K - $2.33K
|
1.03K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.08% |
$1.64K - $2.33K
|
7.57K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.44% |
$1.64K - $2.33K
|
1.36K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6+ 0.39% |
$1.64K - $2.33K
|
1.54K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.82% |
$1.64K - $2.33K
|
739
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
6+ 0.28% |
$1.64K - $2.33K
|
2.17K
$980K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6+ 0.0% |
$1.64K - $2.33K
|
143K
$64.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.07% |
$1.64K - $2.33K
|
8.22K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6+ 0.05% |
$1.64K - $2.33K
|
13.2K
$5.95M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 4.17% |
$1.64K - $2.33K
|
150
$67.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 500.0% |
$1.37K - $1.94K
|
6
$2.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
5+ 0.5% |
$1.37K - $1.94K
|
1.01K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.24% |
$1.37K - $1.94K
|
2.1K
$948K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
5+ 0.17% |
$1.37K - $1.94K
|
2.86K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.05% |
$1.37K - $1.94K
|
10.6K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 33.33% |
$1.37K - $1.94K
|
20
$9.01K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.55K
|
3.3K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.22% |
$1.1K - $1.55K
|
1.84K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.1K - $1.55K
|
1.54K
$694K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.31% |
$1.1K - $1.55K
|
310
$140K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 2.13% |
$1.1K - $1.55K
|
192
$86.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.1K - $1.55K
|
3.97K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.1K - $1.55K
|
1.06K
$475K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.23% |
$1.1K - $1.55K
|
1.77K
$799K
|