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 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-95- 3.26% |
$26K - $36.9K
|
2.82K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 8.69% |
$26K - $36.9K
|
998
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-96- 7.72% |
$26.3K - $37.3K
|
1.15K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-96- 0.9% |
$26.3K - $37.3K
|
10.6K
$4.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-96- 3.36% |
$26.3K - $37.3K
|
2.76K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-96- 4.26% |
$26.3K - $37.3K
|
2.16K
$973K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-97- 2.4% |
$26.6K - $37.7K
|
3.94K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-97- 8.79% |
$26.6K - $37.7K
|
1.01K
$453K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 0.51% |
$26.8K - $38K
|
19.3K
$8.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 11.35% |
$27.1K - $38.4K
|
773
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-100- 3.9% |
$27.4K - $38.8K
|
2.46K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.87% |
$27.4K - $38.8K
|
2.49K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 1.43% |
$27.4K - $38.8K
|
6.9K
$3.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-100- 4.02% |
$27.4K - $38.8K
|
2.39K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-100- 0.44% |
$27.4K - $38.8K
|
22.5K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-100- 1.83% |
$27.4K - $38.8K
|
5.36K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 19.42% |
$27.4K - $38.8K
|
415
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.56% |
$27.4K - $38.8K
|
17.9K
$8.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 8.87% |
$27.4K - $38.8K
|
1.03K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-100- 0.49% |
$27.4K - $38.8K
|
20.3K
$9.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 19.19% |
$27.4K - $38.8K
|
421
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 10.31% |
$27.4K - $38.8K
|
870
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 0.73% |
$27.4K - $38.8K
|
13.5K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-100- 12.66% |
$27.4K - $38.8K
|
690
$311K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-101- 8.51% |
$27.7K - $39.2K
|
1.09K
$489K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-102- 7.48% |
$27.9K - $39.6K
|
1.26K
$569K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-102- 8.34% |
$27.9K - $39.6K
|
1.12K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-103- 16.48% |
$28.2K - $40K
|
522
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-103- 1.22% |
$28.2K - $40K
|
8.35K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-103- 0.62% |
$28.2K - $40K
|
16.5K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 3.51% |
$28.5K - $40.4K
|
2.86K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-105- 2.26% |
$28.8K - $40.8K
|
4.54K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-105- 8.5% |
$28.8K - $40.8K
|
1.13K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-107- 4.51% |
$29.3K - $41.5K
|
2.26K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 1.77% |
$29.6K - $41.9K
|
5.99K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-108- 0.95% |
$29.6K - $41.9K
|
11.3K
$5.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-109- 2.5% |
$29.9K - $42.3K
|
4.25K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-110- 1.5% |
$30.1K - $42.7K
|
7.25K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-110- 0.48% |
$30.1K - $42.7K
|
23K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-111- 0.67% |
$30.4K - $43.1K
|
16.5K
$7.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-112- 3.91% |
$30.7K - $43.5K
|
2.75K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-113- 64.94% |
$31K - $43.9K
|
61
$27.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-113- 0.06% |
$31K - $43.9K
|
187K
$84.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-113- 2.38% |
$31K - $43.9K
|
4.64K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.07% |
$31.2K - $44.3K
|
157K
$70.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-115- 14.02% |
$31.5K - $44.6K
|
705
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-116- 0.67% |
$31.8K - $45K
|
17.1K
$7.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 2.65% |
$31.8K - $45K
|
4.26K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-116- 0.71% |
$31.8K - $45K
|
16.1K
$7.27M
|