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
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-117- 11.09% |
$32.1K - $45.4K
|
938
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-117- 10.39% |
$32.1K - $45.4K
|
1.01K
$455K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-117- 46.8% |
$32.1K - $45.4K
|
133
$59.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-118- 1.89% |
$32.3K - $45.8K
|
6.12K
$2.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-119- 10.29% |
$32.6K - $46.2K
|
1.04K
$467K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-119- 3.63% |
$32.6K - $46.2K
|
3.16K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-119- 4.26% |
$32.6K - $46.2K
|
2.68K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-120- 5.22% |
$32.9K - $46.6K
|
2.18K
$982K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-120- 12.62% |
$32.9K - $46.6K
|
831
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-120- 0.13% |
$32.9K - $46.6K
|
93.3K
$42M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-121- 11.66% |
$33.1K - $47K
|
917
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-122- 4.44% |
$33.4K - $47.4K
|
2.63K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-122- 0.54% |
$33.4K - $47.4K
|
22.6K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 0.59% |
$34.2K - $48.5K
|
21.1K
$9.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-125- 4.37% |
$34.2K - $48.5K
|
2.74K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-125- 0.67% |
$34.2K - $48.5K
|
18.4K
$8.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 6.94% |
$34.2K - $48.5K
|
1.68K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-125- 1.12% |
$34.2K - $48.5K
|
11K
$4.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-126- 16.01% |
$34.5K - $48.9K
|
661
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-128- 12.62% |
$35.1K - $49.7K
|
886
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-130- 10.29% |
$35.6K - $50.5K
|
1.13K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-130- 1.81% |
$35.6K - $50.5K
|
7.07K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 5.83% |
$35.6K - $50.5K
|
2.1K
$945K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-131- 0.6% |
$35.9K - $50.9K
|
21.6K
$9.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-133- 7.92% |
$36.4K - $51.6K
|
1.55K
$697K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-133- 1.25% |
$36.4K - $51.6K
|
10.5K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-134- 21.44% |
$36.7K - $52K
|
491
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-135- 4.69% |
$37K - $52.4K
|
2.75K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-136- 2.26% |
$37.3K - $52.8K
|
5.88K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-138- 15.66% |
$37.8K - $53.6K
|
743
$335K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-139- 3.57% |
$38.1K - $54K
|
3.76K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-139- 13.09% |
$38.1K - $54K
|
923
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-140- 2.13% |
$38.4K - $54.3K
|
6.43K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-141- 7.8% |
$38.6K - $54.7K
|
1.67K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-141- 1.58% |
$38.6K - $54.7K
|
8.79K
$3.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-142- 17.09% |
$38.9K - $55.1K
|
689
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-142- 0.78% |
$38.9K - $55.1K
|
18K
$8.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-142- 0.78% |
$38.9K - $55.1K
|
18K
$8.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-144- 10.39% |
$39.4K - $55.9K
|
1.24K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-147- 6.69% |
$40.3K - $57.1K
|
2.05K
$923K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-148- 3.69% |
$40.5K - $57.5K
|
3.86K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-148- 17.23% |
$40.5K - $57.5K
|
711
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 7.27% |
$40.8K - $57.8K
|
1.9K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-149- 8.55% |
$40.8K - $57.8K
|
1.59K
$718K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-150- 14.75% |
$41.1K - $58.2K
|
867
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-150- 19.26% |
$41.1K - $58.2K
|
629
$283K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 5.8% |
$41.6K - $59K
|
2.47K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-152- 16.12% |
$41.6K - $59K
|
791
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-153- 17.96% |
$41.9K - $59.4K
|
699
$315K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-154- 41.18% |
$42.2K - $59.8K
|
220
$99.1K
|