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 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2K- 8.31% |
$548K - $776K
|
22.1K
$9.95M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.03K- 6.15% |
$555K - $787K
|
30.9K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-2.03K- 8.65% |
$556K - $787K
|
21.4K
$9.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.05K- 12.76% |
$560K - $794K
|
14K
$6.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.06K- 11.28% |
$564K - $800K
|
16.2K
$7.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.06K- 39.95% |
$564K - $800K
|
3.1K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.06K- 43.07% |
$565K - $801K
|
2.73K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.07K- 15.35% |
$566K - $802K
|
11.4K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.08K- 2.01% |
$569K - $807K
|
101K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 23.02% |
$571K - $810K
|
6.98K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.15K- 14.99% |
$590K - $836K
|
12.2K
$5.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.17K- 9.78% |
$594K - $842K
|
20K
$9.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-2.21K- 99.15% |
$604K - $856K
|
19
$8.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.22K- 0.94% |
$607K - $861K
|
233K
$105M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 29.85% |
$608K - $862K
|
5.22K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.26K- 60.14% |
$620K - $879K
|
1.5K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.32K- 16.26% |
$636K - $901K
|
11.9K
$5.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.33K- 4.73% |
$637K - $903K
|
46.8K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 4.69% |
$640K - $906K
|
47.4K
$21.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.4K- 74.8% |
$656K - $930K
|
807
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.41K- 3.85% |
$659K - $934K
|
60K
$27M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.44K- 3.76% |
$668K - $947K
|
62.4K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 2.35% |
$684K - $970K
|
104K
$46.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.54K- 43.79% |
$697K - $988K
|
3.27K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-2.56K- 30.54% |
$702K - $995K
|
5.83K
$2.63M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.89% |
$712K - $1.01M
|
135K
$60.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.64K- 36.58% |
$722K - $1.02M
|
4.57K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.65K- 18.92% |
$726K - $1.03M
|
11.4K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.67K- 6.06% |
$733K - $1.04M
|
41.4K
$18.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.69K- 82.9% |
$737K - $1.04M
|
555
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.74K- 1.65% |
$751K - $1.06M
|
164K
$73.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-2.75K- 23.46% |
$754K - $1.07M
|
8.98K
$4.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-2.76K- 22.62% |
$757K - $1.07M
|
9.46K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.77K- 2.69% |
$758K - $1.07M
|
100K
$45.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.78K- 13.17% |
$762K - $1.08M
|
18.3K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79K- 2.06% |
$763K - $1.08M
|
132K
$59.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.8K- 10.15% |
$766K - $1.09M
|
24.8K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.82K- 58.15% |
$772K - $1.09M
|
2.03K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.83K- 63.76% |
$774K - $1.1M
|
1.61K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.83K- 10.64% |
$776K - $1.1M
|
23.8K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.85K- 27.02% |
$780K - $1.11M
|
7.69K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.86K- 20.46% |
$783K - $1.11M
|
11.1K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.87K- 1.12% |
$785K - $1.11M
|
254K
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.89K- 26.93% |
$791K - $1.12M
|
7.83K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.89K- 24.12% |
$792K - $1.12M
|
9.1K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.91K- 68.37% |
$796K - $1.13M
|
1.34K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.98K- 2.02% |
$817K - $1.16M
|
144K
$65.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 81.04% |
$818K - $1.16M
|
699
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.02K- 54.69% |
$828K - $1.17M
|
2.5K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.09K- 20.68% |
$847K - $1.2M
|
11.9K
$5.34M
|