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 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-204- 17.72% |
$55.9K - $79.2K
|
947
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-204- 2.39% |
$55.9K - $79.2K
|
8.32K
$3.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-204- 47.55% |
$55.9K - $79.2K
|
225
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-204- 5.7% |
$55.9K - $79.2K
|
3.37K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-204- 45.33% |
$55.9K - $79.2K
|
246
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-204- 9.09% |
$55.9K - $79.2K
|
2.04K
$920K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-205- 2.63% |
$56.2K - $79.6K
|
7.6K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-205- 0.55% |
$56.2K - $79.6K
|
37.3K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-207- 2.41% |
$56.7K - $80.4K
|
8.37K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-208- 1.21% |
$57K - $80.7K
|
17K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 22.76% |
$57K - $80.7K
|
706
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-210- 18.57% |
$57.5K - $81.5K
|
921
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-211- 9.67% |
$57.8K - $81.9K
|
1.97K
$888K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-212- 12.42% |
$58.1K - $82.3K
|
1.5K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-213- 0.56% |
$58.3K - $82.7K
|
37.8K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-213- 2.37% |
$58.3K - $82.7K
|
8.78K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-215- 1.25% |
$58.9K - $83.5K
|
17K
$7.68M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-217- 2.29% |
$59.4K - $84.2K
|
9.25K
$4.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 3.83% |
$60K - $85K
|
5.49K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-220- 1.43% |
$60.3K - $85.4K
|
15.2K
$6.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-222- 0.39% |
$60.8K - $86.2K
|
56.3K
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-224- 3.67% |
$61.4K - $87K
|
5.88K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-224- 1.37% |
$61.4K - $87K
|
16.1K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-225- 14.84% |
$61.6K - $87.3K
|
1.29K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-225- 20.13% |
$61.6K - $87.3K
|
893
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 12.07% |
$62.2K - $88.1K
|
1.65K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-227- 27.45% |
$62.2K - $88.1K
|
600
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-228- 18.75% |
$62.5K - $88.5K
|
988
$445K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-230- 1.64% |
$63K - $89.3K
|
13.8K
$6.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-232- 7.93% |
$63.6K - $90.1K
|
2.69K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 1.99% |
$63.8K - $90.5K
|
11.5K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-234- 10.05% |
$64.1K - $90.8K
|
2.09K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-234- 3.91% |
$64.1K - $90.8K
|
5.75K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-235- 13.54% |
$64.4K - $91.2K
|
1.5K
$676K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-236- 0.64% |
$64.6K - $91.6K
|
36.4K
$16.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 15.5% |
$64.9K - $92K
|
1.29K
$582K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-237- 41.65% |
$64.9K - $92K
|
332
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-238- 3.92% |
$65.2K - $92.4K
|
5.83K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-239- 8.27% |
$65.5K - $92.8K
|
2.65K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-245- 4.06% |
$67.1K - $95.1K
|
5.78K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-245- 17.06% |
$67.1K - $95.1K
|
1.19K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-246- 3.71% |
$67.4K - $95.5K
|
6.39K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-247- 5.81% |
$67.7K - $95.9K
|
4.01K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-248- 20.03% |
$67.9K - $96.3K
|
990
$446K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-249- 2.28% |
$68.2K - $96.7K
|
10.7K
$4.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 5.3% |
$68.5K - $97.1K
|
4.47K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 6.88% |
$68.5K - $97.1K
|
3.38K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-251- 7.05% |
$68.8K - $97.4K
|
3.31K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-251- 1.72% |
$68.8K - $97.4K
|
14.3K
$6.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-252- 67.2% |
$69K - $97.8K
|
123
$55.4K
|