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
|
Nbt Bank N A
|
BUY
|
- |
11.1K+ 35.66% |
$3.04M - $4.3M
|
42.2K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 1.79% |
$3.01M - $4.27M
|
626K
$282M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
11K+ 3.97% |
$3.01M - $4.27M
|
288K
$130M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.9K+ 3.95% |
$2.98M - $4.23M
|
286K
$129M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
10.8K+ 1.12% |
$2.96M - $4.2M
|
975K
$440M
|
|
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.5K+ 25.99% |
$2.88M - $4.07M
|
50.9K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10.4K+ 2471.43% |
$2.84M - $4.03M
|
10.8K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.3K+ 43.67% |
$2.81M - $3.99M
|
33.8K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.2KNew |
$2.8M - $3.97M
|
10.2K
$4.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
10.2KNew |
$2.79M - $3.96M
|
10.2K
$4.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.1K+ 3.02% |
$2.76M - $3.92M
|
344K
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10.1K+ 38719.23% |
$2.76M - $3.91M
|
10.1K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
10KNew |
$2.74M - $3.88M
|
10K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.86K+ 25.41% |
$2.7M - $3.83M
|
48.7K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
9.69KNew |
$2.65M - $3.76M
|
9.69K
$4.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.54K+ 15.58% |
$2.61M - $3.7M
|
70.8K
$31.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.5K+ 26.03% |
$2.6M - $3.69M
|
46K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.29K+ 3.62% |
$2.55M - $3.61M
|
266K
$120M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.27K+ 43.35% |
$2.54M - $3.6M
|
30.6K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.07KNew |
$2.49M - $3.52M
|
9.07K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.91K+ 13.64% |
$2.44M - $3.46M
|
74.3K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
8.81K+ 160.58% |
$2.41M - $3.42M
|
14.3K
$6.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.58K+ 15.15% |
$2.35M - $3.33M
|
65.2K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
8.4KNew |
$2.3M - $3.26M
|
8.4K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
8.34K+ 8.16% |
$2.29M - $3.24M
|
111K
$49.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
8.24KNew |
$2.26M - $3.2M
|
8.24K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.06K+ 27.6% |
$2.21M - $3.13M
|
37.3K
$16.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.05K+ 18.92% |
$2.2M - $3.12M
|
50.6K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
7.75K+ 3.83% |
$2.12M - $3.01M
|
210K
$94.6M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
7.56KNew |
$2.07M - $2.94M
|
7.56K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.46K+ 66.71% |
$2.04M - $2.9M
|
18.7K
$8.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.44K+ 848.23% |
$2.04M - $2.89M
|
8.32K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.42K+ 21.19% |
$2.03M - $2.88M
|
42.4K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
7.28KNew |
$1.99M - $2.83M
|
7.28K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.26K+ 356.08% |
$1.99M - $2.82M
|
9.3K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
7.21KNew |
$1.98M - $2.8M
|
7.21K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
7.02K+ 33.65% |
$1.92M - $2.72M
|
27.9K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.02K+ 11.36% |
$1.92M - $2.72M
|
68.8K
$31M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.98K+ 55.92% |
$1.91M - $2.71M
|
19.5K
$8.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
- |
6.94KNew |
$1.9M - $2.7M
|
6.94K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.87K+ 54.46% |
$1.88M - $2.67M
|
19.5K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.79K+ 20.09% |
$1.86M - $2.64M
|
40.6K
$18.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
6.77K+ 5.59% |
$1.85M - $2.63M
|
128K
$57.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.7K+ 54.47% |
$1.84M - $2.6M
|
19K
$8.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.65K+ 9.17% |
$1.82M - $2.58M
|
79.1K
$35.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.58K+ 4.02% |
$1.8M - $2.55M
|
170K
$76.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
6.41KNew |
$1.76M - $2.49M
|
6.41K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.4K+ 46.46% |
$1.75M - $2.48M
|
20.2K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.35K+ 43.11% |
$1.74M - $2.47M
|
21.1K
$9.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.19K+ 11.24% |
$1.69M - $2.4M
|
61.2K
$27.6M
|