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 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.31K+ 258.59% |
$907K - $1.28M
|
4.59K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.3K+ 212.01% |
$904K - $1.28M
|
4.86K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.29KNew |
$901K - $1.28M
|
3.29K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.2K+ 0.43% |
$876K - $1.24M
|
752K
$339M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 12.31% |
$875K - $1.24M
|
29.1K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.19KNew |
$875K - $1.24M
|
3.19K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 12.76% |
$843K - $1.2M
|
27.2K
$12.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 8.32% |
$843K - $1.2M
|
40.1K
$18.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
3K+ 10.12% |
$822K - $1.16M
|
32.6K
$14.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.98K+ 20.36% |
$817K - $1.16M
|
17.6K
$7.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$809K - $1.15M
|
2.95K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.93K+ 0.7% |
$803K - $1.14M
|
424K
$191M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.91K+ 4.77% |
$797K - $1.13M
|
63.8K
$28.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 196.61% |
$794K - $1.13M
|
4.38K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 3.54% |
$794K - $1.13M
|
84.9K
$38.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.82K+ 3.5% |
$773K - $1.1M
|
83.4K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.82K+ 34.4% |
$772K - $1.09M
|
11K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.81K+ 16.96% |
$769K - $1.09M
|
19.4K
$8.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.8KNew |
$768K - $1.09M
|
2.8K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.79KNew |
$765K - $1.08M
|
2.79K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.73K+ 10.32% |
$747K - $1.06M
|
29.1K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.67K+ 49.76% |
$732K - $1.04M
|
8.04K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.66KNew |
$729K - $1.03M
|
2.66K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 34.47% |
$725K - $1.03M
|
10.3K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.63K+ 5.12% |
$721K - $1.02M
|
54K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.62KNew |
$717K - $1.02M
|
2.62K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.6K+ 8.41% |
$712K - $1.01M
|
33.5K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.6KNew |
$712K - $1.01M
|
2.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
2.54K+ 51.99% |
$694K - $984K
|
7.41K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.49KNew |
$681K - $965K
|
2.49K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.45K+ 40.96% |
$670K - $950K
|
8.42K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 9.96% |
$668K - $947K
|
26.9K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.42K+ 6.2% |
$662K - $938K
|
41.4K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.38K+ 2.07% |
$652K - $924K
|
117K
$52.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.33KNew |
$639K - $906K
|
2.33K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.28KNew |
$623K - $883K
|
2.28K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.26K+ 14.95% |
$620K - $878K
|
17.4K
$7.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.26K+ 28.89% |
$618K - $875K
|
10.1K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.22K+ 188.86% |
$608K - $862K
|
3.4K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.21K+ 8.72% |
$606K - $859K
|
27.6K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.19K+ 174.68% |
$601K - $852K
|
3.45K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
2.17K+ 36.28% |
$595K - $843K
|
8.16K
$3.68M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.53% |
$591K - $837K
|
24.8K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.84% |
$590K - $835K
|
58.3K
$26.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.15K+ 9.91% |
$588K - $833K
|
23.8K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.15K+ 24.16% |
$588K - $833K
|
11K
$4.97M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.13K+ 108.53% |
$582K - $825K
|
4.08K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1K+ 4.69% |
$576K - $816K
|
46.9K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.08KNew |
$569K - $807K
|
2.08K
$936K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 11.54% |
$568K - $805K
|
20K
$9.03M
|