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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-6.79K- 90.69% |
$1.86M - $2.64M
|
697
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.87K- 36.92% |
$1.88M - $2.67M
|
11.7K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-7.01K- 35.11% |
$1.92M - $2.72M
|
13K
$5.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.16K- 86.0% |
$1.96M - $2.78M
|
1.17K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-7.49K- 6.99% |
$2.05M - $2.91M
|
99.6K
$44.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.5K- 23.55% |
$2.05M - $2.91M
|
24.3K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.6K- 1.49% |
$2.08M - $2.95M
|
501K
$226M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-7.95K- 89.74% |
$2.18M - $3.09M
|
909
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-8.39K- 31.24% |
$2.3M - $3.26M
|
18.5K
$8.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.59K- 0.62% |
$2.35M - $3.33M
|
1.37M
$618M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-9.06K- 8.28% |
$2.48M - $3.52M
|
100K
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-9.14K- 9.2% |
$2.5M - $3.55M
|
90.3K
$40.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-9.15K- 45.36% |
$2.51M - $3.55M
|
11K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-9.33K- 5.48% |
$2.56M - $3.62M
|
161K
$72.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.51K- 8.72% |
$2.6M - $3.69M
|
99.5K
$44.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-9.59K- 24.34% |
$2.63M - $3.72M
|
29.8K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-9.98K- 62.6% |
$2.73M - $3.87M
|
5.96K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10.1K- 99.74% |
$2.76M - $3.91M
|
26
$11.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.2K- 3.99% |
$2.79M - $3.96M
|
245K
$111M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.4K- 2.65% |
$2.86M - $4.05M
|
383K
$173M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-10.5K- 99.98% |
$2.88M - $4.08M
|
2
$901
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.5K- 5.16% |
$2.89M - $4.09M
|
194K
$87.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-10.6K- 82.0% |
$2.9M - $4.11M
|
2.32K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10.6K- 20.2% |
$2.9M - $4.11M
|
41.8K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10.8K- 45.61% |
$2.95M - $4.19M
|
12.9K
$5.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 6.32% |
$2.96M - $4.2M
|
160K
$72.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-10.8K- 89.74% |
$2.97M - $4.21M
|
1.24K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.1K- 16.32% |
$3.05M - $4.32M
|
57.1K
$25.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-11.2K- 13.9% |
$3.07M - $4.35M
|
69.4K
$31.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.2K- 68.67% |
$3.08M - $4.37M
|
5.13K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 9.98% |
$3.08M - $4.37M
|
102K
$45.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.3K- 1.31% |
$3.09M - $4.37M
|
847K
$382M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.3K- 12.5% |
$3.1M - $4.4M
|
79.2K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-11.4K- 33.84% |
$3.12M - $4.43M
|
22.3K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 50.15% |
$3.15M - $4.46M
|
11.4K
$5.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-11.9K- 93.32% |
$3.25M - $4.6M
|
848
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-11.9K- 46.45% |
$3.27M - $4.64M
|
13.8K
$6.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12K- 2.27% |
$3.29M - $4.67M
|
519K
$234M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 45.39% |
$3.35M - $4.74M
|
14.7K
$6.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12.3K- 56.09% |
$3.37M - $4.78M
|
9.63K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-12.4K- 63.25% |
$3.4M - $4.82M
|
7.21K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-12.7K- 86.58% |
$3.48M - $4.93M
|
1.97K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 12.22% |
$3.62M - $5.13M
|
94.9K
$42.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 11.02% |
$3.7M - $5.24M
|
109K
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-13.6K- 12.74% |
$3.72M - $5.27M
|
93.1K
$41.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-13.8K- 39.29% |
$3.79M - $5.37M
|
21.4K
$9.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-14.3K- 8.13% |
$3.91M - $5.54M
|
161K
$72.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-14.3K- 27.49% |
$3.91M - $5.54M
|
37.7K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-15.3K- 99.13% |
$4.2M - $5.96M
|
135
$60.8K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-15.6K- 41.6% |
$4.27M - $6.05M
|
21.9K
$9.87M
|