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 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.7K- 5.3% |
$4.3M - $6.09M
|
280K
$126M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-15.7K- 75.12% |
$4.3M - $6.09M
|
5.2K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16K- 10.07% |
$4.39M - $6.22M
|
143K
$64.5M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.1K- 3.47% |
$4.4M - $6.24M
|
447K
$202M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-16.1K- 6.28% |
$4.4M - $6.24M
|
240K
$108M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 45.24% |
$4.46M - $6.32M
|
19.7K
$8.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-16.6K- 65.43% |
$4.55M - $6.45M
|
8.78K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-17K- 18.45% |
$4.67M - $6.61M
|
75.3K
$33.9M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.2K- 57.81% |
$4.7M - $6.67M
|
12.5K
$5.65M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-17.3K- 9.48% |
$4.75M - $6.73M
|
166K
$74.6M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.6K- 6.32% |
$4.83M - $6.84M
|
261K
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-18.2K- 6.52% |
$4.98M - $7.06M
|
261K
$118M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-18.4K- 92.54% |
$5.03M - $7.13M
|
1.48K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-19.4K- 99.99% |
$5.31M - $7.53M
|
2
$901
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-19.4K- 70.5% |
$5.33M - $7.55M
|
8.14K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-19.8K- 61.78% |
$5.42M - $7.69M
|
12.2K
$5.52M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.1K- 69.07% |
$5.51M - $7.8M
|
9K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.1K- 8.63% |
$6.06M - $8.59M
|
234K
$106M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-22.3K- 87.07% |
$6.1M - $8.64M
|
3.31K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-22.7K- 22.09% |
$6.21M - $8.8M
|
80K
$36M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-23K- 19.59% |
$6.29M - $8.92M
|
94.2K
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23.2K- 5.84% |
$6.36M - $9.01M
|
375K
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-24K- 35.25% |
$6.56M - $9.3M
|
44K
$19.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.5K- 58.61% |
$6.7M - $9.5M
|
17.3K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-26K- 33.61% |
$7.13M - $10.1M
|
51.4K
$23.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-26.7K- 8.38% |
$7.32M - $10.4M
|
292K
$132M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-27.3K- 93.3% |
$7.48M - $10.6M
|
1.96K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-29.1K- 11.86% |
$7.97M - $11.3M
|
216K
$97.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-29.7K- 46.09% |
$8.14M - $11.5M
|
34.8K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.6K- 28.93% |
$8.37M - $11.9M
|
75.1K
$33.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-31K- 88.79% |
$8.49M - $12M
|
3.91K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-32.7K- 52.4% |
$8.94M - $12.7M
|
29.7K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.3K- 7.59% |
$9.12M - $12.9M
|
406K
$183M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.5K- 11.71% |
$9.46M - $13.4M
|
260K
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-35.3K- 35.16% |
$9.67M - $13.7M
|
65.1K
$29.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.8K- 19.22% |
$10.1M - $14.3M
|
155K
$69.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-37.2K- 22.07% |
$10.2M - $14.4M
|
131K
$59.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-39.4K- 6.32% |
$10.8M - $15.3M
|
583K
$263M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40.9K- 12.71% |
$11.2M - $15.9M
|
281K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.1K- 12.02% |
$11.3M - $16M
|
301K
$136M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 88.8% |
$11.4M - $16.1M
|
5.23K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-43.5K- 33.29% |
$11.9M - $16.9M
|
87.2K
$39.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-46.2K- 12.4% |
$12.7M - $17.9M
|
327K
$147M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-48.4K- 37.43% |
$13.3M - $18.8M
|
81K
$36.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-49.6K- 0.47% |
$13.6M - $19.3M
|
10.5M
$4.72B
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50.6K- 8.89% |
$13.9M - $19.7M
|
519K
$234M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-50.8K- 90.55% |
$13.9M - $19.7M
|
5.3K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-51.4K- 32.38% |
$14.1M - $19.9M
|
107K
$48.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-53K- 8.04% |
$14.5M - $20.6M
|
606K
$273M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.1K- 11.16% |
$14.6M - $20.6M
|
423K
$191M
|