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
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2- 0.07% |
$548 - $776
|
2.8K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-2- 0.15% |
$548 - $776
|
1.35K
$607K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.09% |
$548 - $776
|
2.18K
$982K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3- 0.17% |
$822 - $1.16K
|
1.82K
$818K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.27% |
$822 - $1.16K
|
1.13K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.15% |
$822 - $1.16K
|
1.98K
$893K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 1.49% |
$822 - $1.16K
|
199
$89.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 0.54% |
$822 - $1.16K
|
549
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-3- 0.04% |
$822 - $1.16K
|
7.72K
$3.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$822 - $1.16K
|
1.02K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.09% |
$822 - $1.16K
|
3.5K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-3- 0.03% |
$822 - $1.16K
|
9.55K
$4.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.57% |
$822 - $1.16K
|
520
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-3- 0.44% |
$822 - $1.16K
|
673
$303K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4- 0.56% |
$1.1K - $1.55K
|
711
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.51% |
$1.1K - $1.55K
|
783
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4- 0.27% |
$1.1K - $1.55K
|
1.47K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.65% |
$1.1K - $1.55K
|
607
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-4- 0.62% |
$1.1K - $1.55K
|
644
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-4- 0.11% |
$1.1K - $1.55K
|
3.68K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.37K - $1.94K
|
3.65K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-5- 0.43% |
$1.37K - $1.94K
|
1.16K
$521K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.1% |
$1.37K - $1.94K
|
4.95K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.46% |
$1.37K - $1.94K
|
1.08K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 0.38% |
$1.37K - $1.94K
|
1.31K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 1.07% |
$1.37K - $1.94K
|
462
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5- 0.42% |
$1.37K - $1.94K
|
1.2K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.45% |
$1.37K - $1.94K
|
1.1K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-5- 0.22% |
$1.37K - $1.94K
|
2.31K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-5- 45.45% |
$1.37K - $1.94K
|
6
$2.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.55% |
$1.64K - $2.33K
|
1.09K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6- 0.68% |
$1.64K - $2.33K
|
873
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-6- 2.03% |
$1.64K - $2.33K
|
290
$131K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6- 0.88% |
$1.64K - $2.33K
|
677
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-6- 0.31% |
$1.64K - $2.33K
|
1.93K
$872K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-6- 2.69% |
$1.64K - $2.33K
|
217
$97.8K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-6- 0.54% |
$1.64K - $2.33K
|
1.11K
$501K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-6- 1.12% |
$1.64K - $2.33K
|
529
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 1.99% |
$1.92K - $2.72K
|
345
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.28% |
$1.92K - $2.72K
|
2.52K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-7- 0.26% |
$1.92K - $2.72K
|
2.73K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-7- 0.34% |
$1.92K - $2.72K
|
2.06K
$929K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 0.23% |
$2.19K - $3.11K
|
3.41K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-8- 1.03% |
$2.19K - $3.11K
|
772
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8- 0.41% |
$2.19K - $3.11K
|
1.93K
$872K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.91% |
$2.19K - $3.11K
|
874
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-8- 0.28% |
$2.19K - $3.11K
|
2.85K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-9- 0.37% |
$2.47K - $3.49K
|
2.42K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9- 0.74% |
$2.47K - $3.49K
|
1.21K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-9- 0.69% |
$2.47K - $3.49K
|
1.3K
$586K
|