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 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-25- 1.5% |
$6.85K - $9.71K
|
1.64K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 1.28% |
$6.85K - $9.71K
|
1.92K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.68% |
$6.85K - $9.71K
|
3.64K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-26- 3.0% |
$7.12K - $10.1K
|
841
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-26- 1.13% |
$7.12K - $10.1K
|
2.27K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-26- 1.44% |
$7.12K - $10.1K
|
1.78K
$802K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-26- 40.0% |
$7.12K - $10.1K
|
39
$17.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-26- 4.14% |
$7.12K - $10.1K
|
602
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-27- 3.94% |
$7.4K - $10.5K
|
658
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28- 2.5% |
$7.67K - $10.9K
|
1.09K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-28- 4.06% |
$7.67K - $10.9K
|
661
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-28- 0.65% |
$7.67K - $10.9K
|
4.25K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 0.89% |
$7.67K - $10.9K
|
3.12K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-28- 3.85% |
$7.67K - $10.9K
|
700
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-28- 4.1% |
$7.67K - $10.9K
|
655
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28- 4.09% |
$7.67K - $10.9K
|
656
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-28- 5.3% |
$7.67K - $10.9K
|
500
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 3.3% |
$7.94K - $11.3K
|
849
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-29- 2.45% |
$7.94K - $11.3K
|
1.15K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-29- 0.85% |
$7.94K - $11.3K
|
3.36K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-29- 2.72% |
$7.94K - $11.3K
|
1.04K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-30- 2.29% |
$8.22K - $11.6K
|
1.28K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 0.66% |
$8.22K - $11.6K
|
4.48K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 1.1% |
$8.22K - $11.6K
|
2.7K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 1.81% |
$8.22K - $11.6K
|
1.63K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-30- 3.86% |
$8.22K - $11.6K
|
747
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-30- 0.07% |
$8.22K - $11.6K
|
41.9K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-31- 4.71% |
$8.49K - $12K
|
627
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$5.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-32- 0.76% |
$8.77K - $12.4K
|
4.19K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-33- 3.49% |
$9.04K - $12.8K
|
912
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.76% |
$9.04K - $12.8K
|
1.85K
$831K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-33- 0.98% |
$9.04K - $12.8K
|
3.32K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 2.6% |
$9.04K - $12.8K
|
1.24K
$557K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-33- 1.33% |
$9.04K - $12.8K
|
2.46K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-34- 5.48% |
$9.31K - $13.2K
|
587
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34- 1.34% |
$9.31K - $13.2K
|
2.51K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-34- 2.04% |
$9.31K - $13.2K
|
1.64K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-34- 10.09% |
$9.31K - $13.2K
|
303
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-34- 0.65% |
$9.31K - $13.2K
|
5.19K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-35- 1.96% |
$9.59K - $13.6K
|
1.75K
$789K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-35- 2.64% |
$9.59K - $13.6K
|
1.29K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 2.0% |
$9.59K - $13.6K
|
1.72K
$774K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.17% |
$9.59K - $13.6K
|
20.7K
$9.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-35- 2.18% |
$9.59K - $13.6K
|
1.57K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-35- 4.85% |
$9.59K - $13.6K
|
687
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-35- 2.14% |
$9.59K - $13.6K
|
1.6K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-35- 5.49% |
$9.59K - $13.6K
|
603
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-36- 0.64% |
$9.86K - $14K
|
5.61K
$2.53M
|