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 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.09K- 10.41% |
$847K - $1.2M
|
26.6K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.1K- 2.22% |
$849K - $1.2M
|
137K
$61.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.15K- 7.56% |
$863K - $1.22M
|
38.5K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-3.15K- 21.03% |
$863K - $1.22M
|
11.8K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.15K- 7.83% |
$863K - $1.22M
|
37.1K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.19K- 5.7% |
$874K - $1.24M
|
52.8K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-3.22K- 20.58% |
$882K - $1.25M
|
12.4K
$5.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.25K- 4.1% |
$891K - $1.26M
|
76.1K
$34.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 13.12% |
$895K - $1.27M
|
21.6K
$9.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.27K- 1.37% |
$897K - $1.27M
|
236K
$106M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-3.27K- 0.33% |
$897K - $1.27M
|
994K
$448M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-3.33K- 15.34% |
$911K - $1.29M
|
18.4K
$8.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-3.34K- 14.53% |
$915K - $1.3M
|
19.7K
$8.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.38K- 25.91% |
$925K - $1.31M
|
9.66K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.42K- 6.6% |
$936K - $1.33M
|
48.3K
$21.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 25.89% |
$945K - $1.34M
|
9.87K
$4.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.55K- 25.84% |
$972K - $1.38M
|
10.2K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.64K- 11.75% |
$996K - $1.41M
|
27.3K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.65K- 22.31% |
$1M - $1.42M
|
12.7K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.78K- 49.01% |
$1.03M - $1.47M
|
3.93K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.83K- 1.77% |
$1.05M - $1.49M
|
212K
$95.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 34.19% |
$1.11M - $1.57M
|
7.78K
$3.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.06K- 20.02% |
$1.11M - $1.57M
|
16.2K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.14K- 18.15% |
$1.13M - $1.61M
|
18.7K
$8.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.16K- 1.74% |
$1.14M - $1.62M
|
235K
$106M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.19K- 28.06% |
$1.15M - $1.63M
|
10.7K
$4.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.3K- 17.57% |
$1.18M - $1.67M
|
20.2K
$9.1M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.44K- 35.63% |
$1.22M - $1.73M
|
8.03K
$3.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-4.5K- 30.33% |
$1.23M - $1.75M
|
10.3K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.71K- 6.37% |
$1.29M - $1.83M
|
69.3K
$31.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.9K- 3.85% |
$1.34M - $1.9M
|
122K
$55.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.95K- 2.85% |
$1.35M - $1.92M
|
168K
$75.9M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.03K- 80.95% |
$1.38M - $1.95M
|
1.18K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.05K- 0.52% |
$1.38M - $1.96M
|
972K
$438M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.12K- 1.77% |
$1.4M - $1.99M
|
284K
$128M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.17K- 10.3% |
$1.42M - $2.01M
|
45K
$20.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.19K- 20.62% |
$1.42M - $2.02M
|
20K
$9.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.34K- 5.4% |
$1.46M - $2.07M
|
93.4K
$42.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.36K- 39.03% |
$1.47M - $2.08M
|
8.37K
$3.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.49K- 4.9% |
$1.5M - $2.13M
|
106K
$47.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5.5K- 90.55% |
$1.51M - $2.14M
|
574
$259K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.7K- 53.98% |
$1.56M - $2.21M
|
4.86K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.76K- 7.8% |
$1.58M - $2.24M
|
68.1K
$30.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-5.79K- 96.66% |
$1.59M - $2.25M
|
200
$90.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5.82K- 21.43% |
$1.59M - $2.26M
|
21.3K
$9.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-6.14K- 63.94% |
$1.68M - $2.38M
|
3.46K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.42K- 6.72% |
$1.76M - $2.49M
|
89.2K
$40.2M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.45K- 1.53% |
$1.77M - $2.5M
|
414K
$186M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-6.45K- 84.66% |
$1.77M - $2.51M
|
1.17K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.6K- 1.11% |
$1.81M - $2.56M
|
587K
$264M
|