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
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-70- 1.37% |
$19.2K - $27.2K
|
5.03K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-70- 0.11% |
$19.2K - $27.2K
|
61.4K
$27.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-70- 3.29% |
$19.2K - $27.2K
|
2.06K
$928K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-71- 3.34% |
$19.4K - $27.6K
|
2.06K
$927K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-71- 2.72% |
$19.4K - $27.6K
|
2.54K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-72- 2.46% |
$19.7K - $28K
|
2.86K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-72- 2.53% |
$19.7K - $28K
|
2.78K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-72- 0.68% |
$19.7K - $28K
|
10.4K
$4.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 11.18% |
$20.3K - $28.7K
|
588
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-74- 2.07% |
$20.3K - $28.7K
|
3.5K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-75- 32.05% |
$20.5K - $29.1K
|
159
$71.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-75- 10.05% |
$20.5K - $29.1K
|
671
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 7.46% |
$20.5K - $29.1K
|
930
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 3.96% |
$20.5K - $29.1K
|
1.82K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-76- 0.65% |
$20.8K - $29.5K
|
11.7K
$5.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-77- 0.39% |
$21.1K - $29.9K
|
19.8K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-77- 1.1% |
$21.1K - $29.9K
|
6.9K
$3.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-78- 6.92% |
$21.4K - $30.3K
|
1.05K
$473K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 7.06% |
$21.4K - $30.3K
|
1.03K
$463K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79- 9.81% |
$21.6K - $30.7K
|
726
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-80- 1.95% |
$21.9K - $31.1K
|
4.03K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-80- 4.71% |
$21.9K - $31.1K
|
1.62K
$730K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-81- 4.58% |
$22.2K - $31.4K
|
1.69K
$760K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-82- 8.04% |
$22.5K - $31.8K
|
938
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-82- 2.19% |
$22.5K - $31.8K
|
3.66K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-83- 4.42% |
$22.7K - $32.2K
|
1.79K
$808K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-84- 31.0% |
$23K - $32.6K
|
187
$84.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-85- 7.44% |
$23.3K - $33K
|
1.06K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-85- 0.46% |
$23.3K - $33K
|
18.2K
$8.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-85- 4.42% |
$23.3K - $33K
|
1.84K
$828K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-85- 0.22% |
$23.3K - $33K
|
38.3K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-85- 5.65% |
$23.3K - $33K
|
1.42K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-85- 4.79% |
$23.3K - $33K
|
1.69K
$761K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-86- 5.64% |
$23.6K - $33.4K
|
1.44K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-86- 10.97% |
$23.6K - $33.4K
|
698
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 6.42% |
$23.8K - $33.8K
|
1.27K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-88- 4.5% |
$24.1K - $34.2K
|
1.87K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-89- 6.74% |
$24.4K - $34.6K
|
1.23K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-90- 45.0% |
$24.7K - $34.9K
|
110
$49.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-91- 5.49% |
$24.9K - $35.3K
|
1.57K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-92- 6.02% |
$25.2K - $35.7K
|
1.44K
$647K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-92- 4.79% |
$25.2K - $35.7K
|
1.83K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-93- 1.63% |
$25.5K - $36.1K
|
5.6K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-93- 14.2% |
$25.5K - $36.1K
|
562
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-93- 0.54% |
$25.5K - $36.1K
|
17.1K
$7.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-94- 8.81% |
$25.8K - $36.5K
|
973
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-94- 0.38% |
$25.8K - $36.5K
|
24.7K
$11.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-94- 10.32% |
$25.8K - $36.5K
|
817
$368K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-95- 8.06% |
$26K - $36.9K
|
1.08K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 22.2% |
$26K - $36.9K
|
333
$150K
|