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 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-840- 3.19% |
$230K - $326K
|
25.5K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-850- 90.23% |
$233K - $330K
|
92
$41.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-852- 10.2% |
$233K - $331K
|
7.5K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-858- 15.71% |
$235K - $333K
|
4.61K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-860- 0.69% |
$236K - $334K
|
123K
$55.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-863- 6.08% |
$236K - $335K
|
13.3K
$6M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-868- 1.42% |
$238K - $337K
|
60.4K
$27.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-872- 12.85% |
$239K - $339K
|
5.91K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-887- 40.65% |
$243K - $344K
|
1.3K
$584K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-889- 48.18% |
$244K - $345K
|
956
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-895- 2.79% |
$245K - $347K
|
31.1K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.5% |
$247K - $349K
|
24.8K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-909- 13.4% |
$249K - $353K
|
5.88K
$2.65M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-910- 6.48% |
$249K - $353K
|
13.1K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-911- 6.02% |
$250K - $354K
|
14.2K
$6.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-916- 46.97% |
$251K - $356K
|
1.03K
$466K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-918- 5.57% |
$251K - $356K
|
15.6K
$7.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-932- 6.82% |
$255K - $362K
|
12.7K
$5.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$9.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-942- 12.05% |
$258K - $366K
|
6.88K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-944- 50.0% |
$259K - $366K
|
944
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-945- 4.85% |
$259K - $367K
|
18.5K
$8.35M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$33.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-957- 2.39% |
$262K - $372K
|
39.1K
$17.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-959- 3.18% |
$263K - $372K
|
29.2K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-964- 4.65% |
$264K - $374K
|
19.8K
$8.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-992- 0.27% |
$272K - $385K
|
362K
$163M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-994- 15.09% |
$272K - $386K
|
5.59K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1K- 3.28% |
$274K - $388K
|
29.5K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1K- 31.08% |
$274K - $388K
|
2.22K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.02K- 1.1% |
$279K - $396K
|
92K
$41.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 19.97% |
$291K - $413K
|
4.27K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.07K- 78.73% |
$292K - $414K
|
288
$130K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.27% |
$300K - $425K
|
85.1K
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.1K- 0.2% |
$301K - $426K
|
537K
$242M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.11K- 3.81% |
$304K - $430K
|
28K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.11K- 38.07% |
$304K - $431K
|
1.81K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.12K- 14.65% |
$305K - $433K
|
6.5K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.12K- 7.71% |
$306K - $433K
|
13.4K
$6.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 4.37% |
$309K - $438K
|
24.7K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 7.12% |
$313K - $444K
|
14.9K
$6.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.17K- 2.96% |
$321K - $454K
|
38.4K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 1.77% |
$321K - $455K
|
64.9K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 25.28% |
$322K - $456K
|
3.47K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.2K- 54.95% |
$329K - $466K
|
984
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 27.02% |
$331K - $469K
|
3.26K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.21K- 23.04% |
$332K - $470K
|
4.05K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 10.37% |
$333K - $472K
|
10.5K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 21.92% |
$334K - $474K
|
4.35K
$1.96M
|