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 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-16- 1.96% |
$4.38K - $6.21K
|
800
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.43% |
$4.38K - $6.21K
|
3.67K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-16- 0.99% |
$4.38K - $6.21K
|
1.6K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16- 0.92% |
$4.38K - $6.21K
|
1.72K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-17- 0.12% |
$4.66K - $6.6K
|
14.5K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.52% |
$4.66K - $6.6K
|
3.25K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 4.31% |
$4.93K - $6.99K
|
400
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-18- 0.48% |
$4.93K - $6.99K
|
3.76K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.11% |
$4.93K - $6.99K
|
1.61K
$725K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 1.12% |
$4.93K - $6.99K
|
1.6K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-18- 0.69% |
$4.93K - $6.99K
|
2.57K
$1.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-18- 1.36% |
$4.93K - $6.99K
|
1.3K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-19- 1.73% |
$5.2K - $7.38K
|
1.08K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-19- 1.35% |
$5.2K - $7.38K
|
1.39K
$625K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-19- 2.87% |
$5.2K - $7.38K
|
644
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-19- 0.86% |
$5.2K - $7.38K
|
2.2K
$993K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.25% |
$5.2K - $7.38K
|
825
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.46% |
$5.48K - $7.76K
|
4.36K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$5.48K - $7.76K
|
7.88K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-20- 0.2% |
$5.48K - $7.76K
|
10.1K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-20- 0.3% |
$5.48K - $7.76K
|
6.62K
$2.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-20- 50.0% |
$5.48K - $7.76K
|
20
$9.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 3.05% |
$5.48K - $7.76K
|
635
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.61% |
$5.48K - $7.76K
|
3.24K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-21- 2.31% |
$5.75K - $8.15K
|
890
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-21- 0.92% |
$5.75K - $8.15K
|
2.27K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-21- 0.71% |
$5.75K - $8.15K
|
2.92K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21- 0.95% |
$5.75K - $8.15K
|
2.19K
$985K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-21- 1.28% |
$5.75K - $8.15K
|
1.62K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-21- 1.06% |
$5.75K - $8.15K
|
1.96K
$882K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 1.67% |
$6.03K - $8.54K
|
1.3K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-22- 0.04% |
$6.03K - $8.54K
|
54.3K
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-22- 0.92% |
$6.03K - $8.54K
|
2.37K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-22- 1.46% |
$6.03K - $8.54K
|
1.49K
$669K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-22- 1.76% |
$6.03K - $8.54K
|
1.23K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22- 1.6% |
$6.03K - $8.54K
|
1.36K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-22- 0.83% |
$6.03K - $8.54K
|
2.64K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-23- 2.47% |
$6.3K - $8.93K
|
907
$409K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-23- 0.19% |
$6.3K - $8.93K
|
11.9K
$5.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-23- 1.65% |
$6.3K - $8.93K
|
1.37K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-24- 3.9% |
$6.57K - $9.32K
|
592
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-24- 0.09% |
$6.57K - $9.32K
|
25.3K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-24- 24.0% |
$6.57K - $9.32K
|
76
$34.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.1% |
$6.85K - $9.71K
|
2.25K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.75% |
$6.85K - $9.71K
|
1.4K
$631K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$6.85K - $9.71K
|
6.1K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25- 3.38% |
$6.85K - $9.71K
|
714
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.51% |
$6.85K - $9.71K
|
4.87K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.67% |
$6.85K - $9.71K
|
3.72K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 0.75% |
$6.85K - $9.71K
|
3.32K
$1.5M
|