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 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 1.15% |
$13.7K - $19.4K
|
4.29K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 3.85% |
$13.7K - $19.4K
|
1.25K
$562K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 6.06% |
$14K - $19.8K
|
791
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-51- 0.83% |
$14K - $19.8K
|
6.11K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-52- 1.48% |
$14.2K - $20.2K
|
3.47K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-52- 2.68% |
$14.2K - $20.2K
|
1.89K
$852K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-52- 2.13% |
$14.2K - $20.2K
|
2.38K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-52- 1.37% |
$14.2K - $20.2K
|
3.76K
$1.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.97% |
$14.5K - $20.6K
|
1.28K
$577K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53- 3.01% |
$14.5K - $20.6K
|
1.71K
$768K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-53- 0.87% |
$14.5K - $20.6K
|
6.04K
$2.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-54- 2.75% |
$14.8K - $21K
|
1.91K
$861K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54- 1.68% |
$14.8K - $21K
|
3.16K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-54- 1.32% |
$14.8K - $21K
|
4.04K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-54- 0.95% |
$14.8K - $21K
|
5.62K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-54- 1.54% |
$14.8K - $21K
|
3.44K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.96% |
$15.1K - $21.4K
|
2.75K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-55- 7.21% |
$15.1K - $21.4K
|
708
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 0.6% |
$15.3K - $21.7K
|
9.21K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-56- 2.06% |
$15.3K - $21.7K
|
2.66K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-56- 1.01% |
$15.3K - $21.7K
|
5.48K
$2.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-57- 0.96% |
$15.6K - $22.1K
|
5.87K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-58- 1.08% |
$15.9K - $22.5K
|
5.29K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-58- 13.58% |
$15.9K - $22.5K
|
369
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-58- 1.76% |
$15.9K - $22.5K
|
3.24K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-59- 1.42% |
$16.2K - $22.9K
|
4.09K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-59- 8.63% |
$16.2K - $22.9K
|
625
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-61- 2.75% |
$16.7K - $23.7K
|
2.16K
$971K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-62- 1.13% |
$17K - $24.1K
|
5.44K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-62- 2.87% |
$17K - $24.1K
|
2.1K
$947K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-63- 0.07% |
$17.3K - $24.5K
|
90.6K
$40.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-63- 3.61% |
$17.3K - $24.5K
|
1.68K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-64- 9.41% |
$17.5K - $24.8K
|
616
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-64- 6.18% |
$17.5K - $24.8K
|
971
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64- 1.17% |
$17.5K - $24.8K
|
5.4K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-64- 5.17% |
$17.5K - $24.8K
|
1.17K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-64- 7.84% |
$17.5K - $24.8K
|
752
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-65- 4.2% |
$17.8K - $25.2K
|
1.48K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-65- 2.23% |
$17.8K - $25.2K
|
2.85K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-66- 2.33% |
$18.1K - $25.6K
|
2.77K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-66- 5.64% |
$18.1K - $25.6K
|
1.1K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-66- 2.08% |
$18.1K - $25.6K
|
3.11K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-69- 2.69% |
$18.9K - $26.8K
|
2.5K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-69- 0.29% |
$18.9K - $26.8K
|
24K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-69- 0.36% |
$18.9K - $26.8K
|
18.9K
$8.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-70- 3.11% |
$19.2K - $27.2K
|
2.18K
$982K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-70- 7.15% |
$19.2K - $27.2K
|
909
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-70- 13.21% |
$19.2K - $27.2K
|
460
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-70- 0.76% |
$19.2K - $27.2K
|
9.15K
$4.12M
|