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
|
Bank Of Nova Scotia
|
BUY
|
- |
25.7K+ 6.63% |
$7.04M - $9.98M
|
413K
$186M
|
|
|
Aug 14, 2025
Q2 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$6.85M - $9.71M
|
25K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
25KNew |
$6.84M - $9.69M
|
25K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24.3K+ 0.58% |
$6.66M - $9.44M
|
4.23M
$1.91B
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
24K+ 17.25% |
$6.58M - $9.32M
|
163K
$73.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.9K+ 33.84% |
$6.55M - $9.28M
|
94.5K
$42.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.2KNew |
$6.35M - $9M
|
23.2K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22K+ 26.81% |
$6.02M - $8.53M
|
104K
$46.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
21.6K+ 6.36% |
$5.92M - $8.39M
|
361K
$163M
|
|
|
Aug 14, 2025
Q2 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
21.5K+ 244.24% |
$5.9M - $8.36M
|
30.4K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
20.8K+ 2.54% |
$5.7M - $8.07M
|
840K
$379M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20.6K+ 10.6% |
$5.65M - $8.01M
|
215K
$97.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.5K+ 8.74% |
$5.6M - $7.94M
|
254K
$115M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 3.11% |
$5.51M - $7.81M
|
666K
$300M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
20.1K+ 56.08% |
$5.5M - $7.79M
|
55.8K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
19.5K+ 23.38% |
$5.34M - $7.56M
|
103K
$46.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19.5KNew |
$5.33M - $7.56M
|
19.5K
$8.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.5K+ 17.21% |
$5.33M - $7.55M
|
133K
$59.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.4K+ 36.68% |
$5.32M - $7.54M
|
72.4K
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19.2K+ 18.72% |
$5.26M - $7.45M
|
122K
$54.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
18.4K+ 32.06% |
$5.05M - $7.16M
|
75.9K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.1K+ 1233.92% |
$4.95M - $7.02M
|
19.5K
$8.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
17.9K+ 18.89% |
$4.9M - $6.94M
|
113K
$50.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
17.8K+ 4.28% |
$4.88M - $6.92M
|
435K
$196M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 28.46% |
$4.85M - $6.87M
|
79.9K
$36M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.5K+ 6.36% |
$4.79M - $6.78M
|
292K
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17.1K+ 31.14% |
$4.68M - $6.63M
|
71.9K
$32.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
16.7K+ 16.4% |
$4.57M - $6.48M
|
119K
$53.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.6K+ 29.19% |
$4.54M - $6.43M
|
73.3K
$33M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.8K+ 5.44% |
$4.33M - $6.14M
|
307K
$138M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
15.3K+ 5.95% |
$4.18M - $5.92M
|
272K
$123M
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
BUY
|
- |
15.2KNew |
$4.15M - $5.88M
|
15.2K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
15KNew |
$4.11M - $5.82M
|
15K
$6.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.8KNew |
$4.04M - $5.73M
|
14.8K
$6.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.6K+ 186.81% |
$4.01M - $5.68M
|
22.5K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
14.5KNew |
$3.97M - $5.63M
|
14.5K
$6.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.4K+ 7.82% |
$3.95M - $5.59M
|
199K
$89.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
14.4K+ 12.51% |
$3.93M - $5.57M
|
129K
$58.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.2K+ 9.65% |
$3.9M - $5.53M
|
162K
$72.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 2.95% |
$3.74M - $5.31M
|
477K
$215M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 5.14% |
$3.69M - $5.24M
|
276K
$124M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
13.2KNew |
$3.62M - $5.13M
|
13.2K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
13.1K+ 229.2% |
$3.58M - $5.07M
|
18.8K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
13K+ 24.81% |
$3.57M - $5.06M
|
65.5K
$29.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12.8K+ 279.32% |
$3.5M - $4.96M
|
17.3K
$7.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.1K+ 219.31% |
$3.3M - $4.68M
|
17.6K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 5.62% |
$3.16M - $4.47M
|
217K
$97.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
11.4KNew |
$3.13M - $4.44M
|
11.4K
$5.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
11.3K+ 70.63% |
$3.09M - $4.38M
|
27.2K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11.1K+ 818.28% |
$3.04M - $4.31M
|
12.5K
$5.62M
|