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 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.54% |
$9.86K - $14K
|
2.31K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 1.21% |
$9.86K - $14K
|
2.93K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-36- 7.3% |
$9.86K - $14K
|
457
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-36- 0.57% |
$9.86K - $14K
|
6.28K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 1.71% |
$10.1K - $14.4K
|
2.12K
$957K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.66% |
$10.1K - $14.4K
|
5.58K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 5.01% |
$10.1K - $14.4K
|
701
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-37- 5.38% |
$10.1K - $14.4K
|
651
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 94.87% |
$10.1K - $14.4K
|
2
$901
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37- 0.27% |
$10.1K - $14.4K
|
13.5K
$6.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-38- 4.99% |
$10.4K - $14.8K
|
724
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-38- 0.95% |
$10.4K - $14.8K
|
3.97K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-38- 2.94% |
$10.4K - $14.8K
|
1.26K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-39- 0.81% |
$10.7K - $15.1K
|
4.75K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-40- 3.76% |
$11K - $15.5K
|
1.02K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-40- 1.45% |
$11K - $15.5K
|
2.72K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-40- 6.13% |
$11K - $15.5K
|
613
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-40- 4.51% |
$11K - $15.5K
|
846
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.91K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-41- 1.94% |
$11.2K - $15.9K
|
2.07K
$933K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.82K
$3.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-41- 2.28% |
$11.2K - $15.9K
|
1.76K
$792K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-42- 1.11% |
$11.5K - $16.3K
|
3.75K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-43- 0.16% |
$11.8K - $16.7K
|
26.5K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-43- 2.04% |
$11.8K - $16.7K
|
2.06K
$930K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44- 4.8% |
$12.1K - $17.1K
|
873
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 64.71% |
$12.1K - $17.1K
|
24
$10.8K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-44- 0.6% |
$12.1K - $17.1K
|
7.25K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-44- 0.43% |
$12.1K - $17.1K
|
10.2K
$4.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 5.45% |
$12.3K - $17.5K
|
781
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-45- 0.32% |
$12.3K - $17.5K
|
13.9K
$6.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-45- 4.86% |
$12.3K - $17.5K
|
880
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-45- 1.64% |
$12.3K - $17.5K
|
2.71K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46- 0.59% |
$12.6K - $17.9K
|
7.69K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-48- 1.44% |
$13.1K - $18.6K
|
3.28K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.04% |
$13.1K - $18.6K
|
904
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-48- 1.41% |
$13.1K - $18.6K
|
3.35K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-48- 6.87% |
$13.1K - $18.6K
|
651
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-48- 2.05% |
$13.1K - $18.6K
|
2.3K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-48- 52.75% |
$13.1K - $18.6K
|
43
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-48- 0.91% |
$13.1K - $18.6K
|
5.25K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.32% |
$13.4K - $19K
|
15K
$6.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-49- 2.91% |
$13.4K - $19K
|
1.63K
$736K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 3.86% |
$13.7K - $19.4K
|
1.25K
$561K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-50- 1.68% |
$13.7K - $19.4K
|
2.93K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-50- 2.61% |
$13.7K - $19.4K
|
1.87K
$842K
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-50- 7.26% |
$13.7K - $19.4K
|
639
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.84% |
$13.7K - $19.4K
|
2.67K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 0.99% |
$13.7K - $19.4K
|
4.98K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-50- 4.9% |
$13.7K - $19.4K
|
970
$437K
|