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 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-466- 21.37% |
$128K - $181K
|
1.72K
$773K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-469- 13.3% |
$128K - $182K
|
3.06K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 4.84% |
$129K - $183K
|
9.28K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-474- 15.7% |
$130K - $184K
|
2.55K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-479- 8.57% |
$131K - $186K
|
5.11K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-487- 2.42% |
$133K - $189K
|
19.6K
$8.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-488- 1.26% |
$134K - $189K
|
38.3K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-488- 0.45% |
$134K - $189K
|
108K
$48.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 27.19% |
$134K - $190K
|
1.31K
$591K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-492- 1.07% |
$135K - $191K
|
45.4K
$20.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-494- 3.05% |
$135K - $192K
|
15.7K
$7.07M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 16.44% |
$137K - $194K
|
2.54K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 14.79% |
$137K - $194K
|
2.88K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-500- 2.37% |
$137K - $194K
|
20.6K
$9.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-503- 4.83% |
$138K - $195K
|
9.91K
$4.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-507- 0.53% |
$139K - $197K
|
95.3K
$42.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-507- 3.17% |
$139K - $197K
|
15.5K
$6.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 4.69% |
$140K - $198K
|
10.4K
$4.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-512- 8.64% |
$140K - $199K
|
5.41K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-521- 14.82% |
$143K - $202K
|
2.99K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-523- 11.44% |
$143K - $203K
|
4.05K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-533- 5.22% |
$146K - $207K
|
9.68K
$4.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-534- 15.42% |
$146K - $207K
|
2.93K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-534- 14.69% |
$146K - $207K
|
3.1K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-540- 8.82% |
$148K - $210K
|
5.58K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-546- 8.91% |
$150K - $212K
|
5.58K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-548- 1.11% |
$150K - $213K
|
48.6K
$21.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-550- 14.47% |
$151K - $214K
|
3.25K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 18.44% |
$153K - $216K
|
2.46K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-565- 8.48% |
$155K - $219K
|
6.1K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-571- 24.96% |
$156K - $222K
|
1.72K
$774K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-575- 4.94% |
$158K - $223K
|
11.1K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-580- 7.7% |
$159K - $225K
|
6.96K
$3.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-581- 1.4% |
$159K - $226K
|
40.9K
$18.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-584- 2.28% |
$160K - $227K
|
25K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-586- 2.41% |
$161K - $227K
|
23.8K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-587- 13.49% |
$161K - $228K
|
3.77K
$1.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588- 3.75% |
$161K - $228K
|
15.1K
$6.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-589- 2.16% |
$161K - $229K
|
26.6K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-590- 8.48% |
$162K - $229K
|
6.37K
$2.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-590- 16.43% |
$162K - $229K
|
3K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-591- 13.85% |
$162K - $229K
|
3.68K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-591- 6.68% |
$162K - $229K
|
8.25K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-597- 5.28% |
$164K - $232K
|
10.7K
$4.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-597- 36.16% |
$164K - $232K
|
1.05K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-598- 1.78% |
$164K - $232K
|
32.9K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-598- 21.36% |
$164K - $232K
|
2.2K
$992K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-598- 4.58% |
$164K - $232K
|
12.5K
$5.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-608- 28.33% |
$167K - $236K
|
1.54K
$693K
|