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 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-154- 2.63% |
$42.2K - $59.8K
|
5.71K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-155- 0.59% |
$42.5K - $60.2K
|
26K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-157- 2.98% |
$43K - $60.9K
|
5.12K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-158- 8.07% |
$43.3K - $61.3K
|
1.8K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-159- 5.25% |
$43.6K - $61.7K
|
2.87K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-159- 0.89% |
$43.6K - $61.7K
|
17.7K
$7.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-161- 7.09% |
$44.1K - $62.5K
|
2.11K
$951K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-161- 11.83% |
$44.1K - $62.5K
|
1.2K
$541K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-162- 0.9% |
$44.4K - $62.9K
|
17.9K
$8.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-165- 2.66% |
$45.2K - $64.1K
|
6.04K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-167- 12.76% |
$45.7K - $64.8K
|
1.14K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-169- 3.23% |
$46.3K - $65.6K
|
5.06K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-170- 3.44% |
$46.6K - $66K
|
4.77K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 4.48% |
$47.4K - $67.2K
|
3.69K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-174- 2.83% |
$47.7K - $67.5K
|
5.98K
$2.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-175- 2.82% |
$47.9K - $67.9K
|
6.03K
$2.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-175- 63.64% |
$47.9K - $67.9K
|
100
$45.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-175- 3.51% |
$47.9K - $67.9K
|
4.82K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-176- 13.35% |
$48.2K - $68.3K
|
1.14K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-176- 2.28% |
$48.2K - $68.3K
|
7.55K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-176- 6.02% |
$48.2K - $68.3K
|
2.75K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-176- 17.12% |
$48.2K - $68.3K
|
852
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-177- 1.39% |
$48.5K - $68.7K
|
12.6K
$5.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-177- 3.81% |
$48.5K - $68.7K
|
4.46K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-177- 18.89% |
$48.5K - $68.7K
|
760
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-178- 4.93% |
$48.8K - $69.1K
|
3.43K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-178- 3.8% |
$48.8K - $69.1K
|
4.51K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-179- 2.98% |
$49K - $69.5K
|
5.82K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-181- 4.68% |
$49.6K - $70.3K
|
3.69K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-182- 0.23% |
$49.9K - $70.7K
|
78.8K
$35.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-183- 0.77% |
$50.1K - $71K
|
23.7K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-184- 5.91% |
$50.4K - $71.4K
|
2.93K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-187- 9.4% |
$51.2K - $72.6K
|
1.8K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-187- 8.62% |
$51.2K - $72.6K
|
1.98K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-189- 2.39% |
$51.8K - $73.4K
|
7.73K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-189- 4.4% |
$51.8K - $73.4K
|
4.11K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 10.73% |
$52K - $73.8K
|
1.58K
$712K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-190- 1.34% |
$52K - $73.8K
|
14K
$6.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-190- 6.36% |
$52K - $73.8K
|
2.8K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-192- 3.09% |
$52.6K - $74.5K
|
6.02K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-193- 24.94% |
$52.9K - $74.9K
|
581
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-193- 1.84% |
$52.9K - $74.9K
|
10.3K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-196- 2.8% |
$53.7K - $76.1K
|
6.8K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 1.3% |
$54K - $76.5K
|
15K
$6.76M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-199- 14.66% |
$54.5K - $77.3K
|
1.16K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 24.21% |
$54.8K - $77.6K
|
626
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 1.7% |
$54.8K - $77.6K
|
11.6K
$5.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-201- 14.64% |
$55.1K - $78K
|
1.17K
$528K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-202- 5.16% |
$55.3K - $78.4K
|
3.71K
$1.67M
|