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 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10- 0.22% |
$2.74K - $3.88K
|
4.44K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-10- 0.27% |
$2.74K - $3.88K
|
3.74K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.26% |
$2.74K - $3.88K
|
3.83K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-10- 0.16% |
$2.74K - $3.88K
|
6.13K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-10- 1.18% |
$2.74K - $3.88K
|
840
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.53% |
$2.74K - $3.88K
|
1.88K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-10- 0.71% |
$2.74K - $3.88K
|
1.39K
$627K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10- 1.08% |
$2.74K - $3.88K
|
918
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 4.08% |
$2.74K - $3.88K
|
235
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-10- 0.87% |
$2.74K - $3.88K
|
1.14K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 1.09% |
$2.74K - $3.88K
|
905
$408K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-10- 0.68% |
$2.74K - $3.88K
|
1.46K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11- 1.77% |
$3.01K - $4.27K
|
610
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-11- 1.65% |
$3.01K - $4.27K
|
656
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11- 0.45% |
$3.01K - $4.27K
|
2.41K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.25% |
$3.01K - $4.27K
|
4.32K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 2.9% |
$3.01K - $4.27K
|
368
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 0.48% |
$3.01K - $4.27K
|
2.29K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-11- 0.27% |
$3.01K - $4.27K
|
4.14K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 2.07% |
$3.29K - $4.66K
|
568
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-12- 0.57% |
$3.29K - $4.66K
|
2.1K
$945K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-12- 0.15% |
$3.29K - $4.66K
|
7.88K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-12- 1.96% |
$3.29K - $4.66K
|
600
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-12- 0.11% |
$3.29K - $4.66K
|
10.8K
$4.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 1.21% |
$3.29K - $4.66K
|
977
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12- 1.47% |
$3.29K - $4.66K
|
803
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-12- 0.28% |
$3.29K - $4.66K
|
4.31K
$1.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12- 0.44% |
$3.29K - $4.66K
|
2.74K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-13- 1.65% |
$3.56K - $5.05K
|
775
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-13- 0.24% |
$3.56K - $5.05K
|
5.45K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13- 0.69% |
$3.56K - $5.05K
|
1.87K
$842K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-13- 1.11% |
$3.56K - $5.05K
|
1.15K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-13- 0.09% |
$3.56K - $5.05K
|
15K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13- 0.55% |
$3.56K - $5.05K
|
2.37K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13- 0.79% |
$3.56K - $5.05K
|
1.63K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13- 1.45% |
$3.56K - $5.05K
|
882
$397K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-14- 0.44% |
$3.84K - $5.43K
|
3.15K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-14- 0.67% |
$3.84K - $5.43K
|
2.07K
$932K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 1.11% |
$4.11K - $5.82K
|
1.34K
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-15- 0.23% |
$4.11K - $5.82K
|
6.51K
$2.93M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-15- 1.58% |
$4.11K - $5.82K
|
935
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-15- 7.35% |
$4.11K - $5.82K
|
189
$85.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 1.25% |
$4.11K - $5.82K
|
1.19K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.94% |
$4.11K - $5.82K
|
1.59K
$716K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$4.11K - $5.82K
|
1.13K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$4.11K - $5.82K
|
3.48K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 1.85% |
$4.11K - $5.82K
|
795
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-15- 3.14% |
$4.11K - $5.82K
|
463
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
$4.11K - $5.82K
|
2.72K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.41% |
$4.38K - $6.21K
|
3.88K
$1.75M
|