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 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-253- 2.37% |
$69.3K - $98.2K
|
10.4K
$4.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-256- 7.24% |
$70.1K - $99.4K
|
3.28K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-258- 16.13% |
$70.7K - $100K
|
1.34K
$605K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-260- 2.18% |
$71.2K - $101K
|
11.7K
$5.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-260- 6.8% |
$71.2K - $101K
|
3.56K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-262- 1.91% |
$71.8K - $102K
|
13.5K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-263- 0.37% |
$72K - $102K
|
70.4K
$31.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-267- 1.8% |
$73.1K - $104K
|
14.6K
$6.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-268- 6.42% |
$73.4K - $104K
|
3.91K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-270- 1.63% |
$74K - $105K
|
16.3K
$7.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-275- 0.97% |
$75.3K - $107K
|
28.1K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-278- 18.06% |
$76.2K - $108K
|
1.26K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-280- 8.88% |
$76.7K - $109K
|
2.87K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-285- 23.81% |
$78.1K - $111K
|
912
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-285- 26.44% |
$78.1K - $111K
|
793
$357K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-287- 7.28% |
$78.6K - $111K
|
3.65K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-288- 5.94% |
$78.9K - $112K
|
4.56K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-288- 5.22% |
$78.9K - $112K
|
5.23K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-289- 9.18% |
$79.2K - $112K
|
2.86K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-292- 0.17% |
$80K - $113K
|
173K
$78.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-294- 5.68% |
$80.5K - $114K
|
4.88K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-294- 25.95% |
$80.5K - $114K
|
839
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-300- 46.08% |
$82.2K - $116K
|
351
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-300- 2.09% |
$82.2K - $116K
|
14K
$6.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 23.01% |
$82.2K - $116K
|
1K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-300- 21.4% |
$82.2K - $116K
|
1.1K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-304- 23.55% |
$83.3K - $118K
|
987
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-306- 5.19% |
$83.8K - $119K
|
5.59K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-307- 2.97% |
$84.1K - $119K
|
10K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-307- 1.42% |
$84.1K - $119K
|
21.2K
$9.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-310- 19.5% |
$84.9K - $120K
|
1.28K
$577K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-313- 29.25% |
$85.7K - $122K
|
757
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-313- 1.96% |
$85.7K - $122K
|
15.7K
$7.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-314- 19.74% |
$86K - $122K
|
1.28K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-317- 7.33% |
$86.8K - $123K
|
4.01K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-319- 73.17% |
$87.4K - $124K
|
117
$52.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-324- 12.67% |
$88.8K - $126K
|
2.23K
$1.01M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-325- 22.81% |
$89K - $126K
|
1.1K
$496K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-327- 8.93% |
$89.6K - $127K
|
3.33K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-329- 8.2% |
$90.1K - $128K
|
3.68K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-329- 7.89% |
$90.1K - $128K
|
3.84K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-330- 2.57% |
$90.4K - $128K
|
12.5K
$5.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-332- 1.47% |
$90.9K - $129K
|
22.2K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-333- 16.52% |
$91.2K - $129K
|
1.68K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-334- 7.42% |
$91.5K - $130K
|
4.17K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-335- 7.32% |
$91.8K - $130K
|
4.24K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-339- 17.38% |
$92.9K - $132K
|
1.61K
$726K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-340- 3.64% |
$93.1K - $132K
|
9.01K
$4.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-341- 2.56% |
$93.4K - $132K
|
13K
$5.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-345- 12.16% |
$94.5K - $134K
|
2.49K
$1.12M
|