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 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-345- 5.1% |
$94.5K - $134K
|
6.42K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-348- 17.1% |
$95.3K - $135K
|
1.69K
$760K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-349- 24.34% |
$95.6K - $135K
|
1.09K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-349- 10.75% |
$95.6K - $135K
|
2.9K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-350- 13.97% |
$95.9K - $136K
|
2.16K
$971K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-354- 22.55% |
$97K - $137K
|
1.22K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-357- 14.6% |
$97.8K - $139K
|
2.09K
$941K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-360- 6.46% |
$98.6K - $140K
|
5.21K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-364- 5.73% |
$99.7K - $141K
|
5.99K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-369- 11.39% |
$101K - $143K
|
2.87K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-374- 9.78% |
$102K - $145K
|
3.45K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-375- 68.18% |
$103K - $146K
|
175
$78.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-375- 38.46% |
$103K - $146K
|
600
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-377- 22.95% |
$103K - $146K
|
1.27K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-380- 18.73% |
$104K - $148K
|
1.65K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-380- 6.19% |
$104K - $148K
|
5.76K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-380- 11.76% |
$104K - $148K
|
2.85K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-380- 3.29% |
$104K - $148K
|
11.2K
$5.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-382- 26.25% |
$105K - $148K
|
1.07K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-387- 10.25% |
$106K - $150K
|
3.39K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-390- 18.52% |
$107K - $151K
|
1.72K
$773K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-390- 31.86% |
$107K - $151K
|
834
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 3.34% |
$108K - $153K
|
11.4K
$5.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-393- 9.56% |
$108K - $153K
|
3.72K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-395- 0.64% |
$108K - $153K
|
60.9K
$27.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-400- 23.53% |
$110K - $155K
|
1.3K
$586K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 0.97% |
$110K - $155K
|
40.6K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-404- 0.62% |
$111K - $157K
|
64.6K
$29.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-405- 2.91% |
$111K - $157K
|
13.5K
$6.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-410- 5.85% |
$112K - $159K
|
6.6K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-411- 19.69% |
$113K - $160K
|
1.68K
$755K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-414- 38.3% |
$113K - $161K
|
667
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-415- 5.5% |
$114K - $161K
|
7.12K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-417- 18.2% |
$114K - $162K
|
1.87K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-428- 10.32% |
$117K - $166K
|
3.72K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-435- 5.36% |
$119K - $169K
|
7.68K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-439- 12.68% |
$120K - $170K
|
3.02K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-442- 2.16% |
$121K - $172K
|
20K
$9.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-444- 41.38% |
$122K - $172K
|
629
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-449- 34.97% |
$123K - $174K
|
835
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-452- 60.27% |
$124K - $175K
|
298
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-454- 0.78% |
$124K - $176K
|
57.7K
$26M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-455- 3.27% |
$125K - $177K
|
13.5K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-457- 10.89% |
$125K - $177K
|
3.74K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-460- 1.33% |
$126K - $179K
|
34.1K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-460- 3.37% |
$126K - $179K
|
13.2K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-464- 35.26% |
$127K - $180K
|
852
$384K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-465- 11.94% |
$127K - $181K
|
3.43K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-466- 2.57% |
$128K - $181K
|
17.7K
$7.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-466- 12.68% |
$128K - $181K
|
3.21K
$1.45M
|