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 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-613- 15.42% |
$168K - $238K
|
3.36K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-615- 1.54% |
$168K - $239K
|
39.2K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-625- 12.16% |
$171K - $243K
|
4.51K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-626- 8.42% |
$171K - $243K
|
6.81K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-628- 4.79% |
$172K - $244K
|
12.5K
$5.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-630- 1.51% |
$173K - $245K
|
41.1K
$18.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-639- 1.43% |
$175K - $248K
|
44.2K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-646- 79.36% |
$177K - $251K
|
168
$75.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-648- 44.38% |
$178K - $252K
|
812
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 6.68% |
$178K - $252K
|
9.06K
$4.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-655- 26.16% |
$179K - $254K
|
1.85K
$833K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-660- 7.4% |
$181K - $256K
|
8.26K
$3.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-661- 10.53% |
$181K - $257K
|
5.62K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-683- 25.79% |
$187K - $265K
|
1.97K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-684- 15.62% |
$187K - $266K
|
3.69K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 15.44% |
$188K - $266K
|
3.75K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-690- 2.33% |
$189K - $268K
|
28.9K
$13M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-692- 0.72% |
$190K - $269K
|
94.9K
$42.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-695- 15.15% |
$190K - $270K
|
3.89K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-713- 16.13% |
$195K - $277K
|
3.71K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-718- 10.45% |
$197K - $279K
|
6.15K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-728- 2.88% |
$199K - $283K
|
24.6K
$11.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-729- 7.56% |
$200K - $283K
|
8.91K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-730- 12.75% |
$200K - $283K
|
5K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-735- 17.79% |
$201K - $285K
|
3.4K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-735- 0.64% |
$201K - $285K
|
114K
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-737- 6.2% |
$202K - $286K
|
11.1K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-740- 5.48% |
$203K - $287K
|
12.8K
$5.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-750- 65.62% |
$205K - $291K
|
393
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-753- 7.21% |
$206K - $292K
|
9.7K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-766- 9.24% |
$210K - $297K
|
7.53K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-766- 19.27% |
$210K - $297K
|
3.21K
$1.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-772- 42.89% |
$211K - $300K
|
1.03K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$9.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-776- 0.71% |
$213K - $301K
|
109K
$49.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-777- 4.73% |
$213K - $302K
|
15.6K
$7.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-781- 1.5% |
$214K - $303K
|
51.4K
$23.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-785- 32.76% |
$215K - $305K
|
1.61K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-786- 35.31% |
$215K - $305K
|
1.44K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-788- 2.7% |
$216K - $306K
|
28.4K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-793- 16.3% |
$217K - $308K
|
4.07K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-800- 3.38% |
$219K - $311K
|
22.9K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-810- 4.3% |
$222K - $314K
|
18K
$8.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-823- 23.36% |
$225K - $319K
|
2.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-823- 1.16% |
$225K - $319K
|
69.8K
$31.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-830- 30.37% |
$227K - $322K
|
1.9K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-836- 60.84% |
$229K - $325K
|
538
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-838- 1.25% |
$230K - $325K
|
66.1K
$29.8M
|