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
|
Ossiam
Paris, I0 |
BUY
|
- |
6.15K+ 2189.68% |
$1.69M - $2.39M
|
6.43K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.12K+ 16.83% |
$1.68M - $2.37M
|
42.5K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.09K+ 157.39% |
$1.67M - $2.37M
|
9.97K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.05K+ 5.54% |
$1.66M - $2.35M
|
115K
$52M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.05K+ 116.27% |
$1.66M - $2.35M
|
11.2K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.01K+ 132.06% |
$1.65M - $2.33M
|
10.6K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.99K+ 3.74% |
$1.64M - $2.33M
|
166K
$75M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.79K+ 68.27% |
$1.59M - $2.25M
|
14.3K
$6.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.72K+ 10.26% |
$1.57M - $2.22M
|
61.4K
$27.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.71KNew |
$1.56M - $2.22M
|
5.71K
$2.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.49K+ 31.27% |
$1.5M - $2.13M
|
23K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
5.45K+ 160.77% |
$1.49M - $2.12M
|
8.84K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.43K+ 2.44% |
$1.49M - $2.11M
|
228K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.37K+ 21.03% |
$1.47M - $2.09M
|
30.9K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.36K+ 37.08% |
$1.47M - $2.08M
|
19.8K
$8.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.35KNew |
$1.47M - $2.08M
|
5.35K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
5.29KNew |
$1.45M - $2.05M
|
5.29K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.19K+ 4.73% |
$1.42M - $2.01M
|
115K
$51.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.15K+ 143.75% |
$1.41M - $2M
|
8.73K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.13K+ 6.74% |
$1.41M - $1.99M
|
81.2K
$36.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.11K+ 33.21% |
$1.4M - $1.98M
|
20.5K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
5.01KNew |
$1.37M - $1.94M
|
5.01K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5KNew |
$1.37M - $1.94M
|
5K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
4.99K+ 3.75% |
$1.37M - $1.94M
|
138K
$62.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.96K+ 71.42% |
$1.36M - $1.93M
|
11.9K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.84K+ 4.87% |
$1.33M - $1.88M
|
104K
$46.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.64K+ 0.74% |
$1.27M - $1.8M
|
631K
$285M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.64K+ 672.71% |
$1.27M - $1.8M
|
5.32K
$2.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.38K+ 3.28% |
$1.2M - $1.7M
|
138K
$62.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
4.2KNew |
$1.15M - $1.63M
|
4.2K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.2K+ 104.12% |
$1.15M - $1.63M
|
8.23K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.2K+ 9.11% |
$1.15M - $1.63M
|
50.2K
$22.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.14KNew |
$1.13M - $1.61M
|
4.14K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.96K+ 58.12% |
$1.08M - $1.54M
|
10.8K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.91KNew |
$1.07M - $1.52M
|
3.91K
$1.76M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.83K+ 99.69% |
$1.05M - $1.48M
|
7.66K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.72K+ 19.33% |
$1.02M - $1.44M
|
23K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.71K+ 5.14% |
$1.02M - $1.44M
|
75.9K
$34.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.71KNew |
$1.02M - $1.44M
|
3.71K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.67K+ 1.67% |
$1M - $1.42M
|
223K
$101M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
3.65KNew |
$1M - $1.42M
|
3.65K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.57K+ 19.34% |
$977K - $1.39M
|
22K
$9.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.56K+ 139.96% |
$976K - $1.38M
|
6.11K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.52K+ 20.52% |
$963K - $1.36M
|
20.6K
$9.3M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.43K+ 18.92% |
$941K - $1.33M
|
21.6K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.43K+ 8.95% |
$940K - $1.33M
|
41.8K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$937K - $1.33M
|
3.42K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37K+ 35.17% |
$924K - $1.31M
|
13K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.36KNew |
$922K - $1.31M
|
3.36K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.35K+ 12.36% |
$917K - $1.3M
|
30.4K
$13.7M
|