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
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.03K+ 10.63% |
$557K - $790K
|
21.2K
$9.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 25.09% |
$549K - $778K
|
10K
$4.51M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2KNew |
$549K - $778K
|
2K
$903K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.96K+ 23.2% |
$538K - $762K
|
10.4K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.91KNew |
$524K - $743K
|
1.91K
$863K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.9KNew |
$520K - $736K
|
1.9K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.89K+ 10.91% |
$517K - $733K
|
19.2K
$8.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$515K - $730K
|
1.88K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 20.43% |
$514K - $729K
|
11.1K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.86K+ 3.31% |
$510K - $723K
|
58.1K
$26.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.85KNew |
$505K - $716K
|
1.85K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.83K+ 14.3% |
$502K - $711K
|
14.6K
$6.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.83K+ 144.27% |
$500K - $708K
|
3.09K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.82K+ 32.28% |
$500K - $708K
|
7.48K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.82K+ 34.71% |
$499K - $707K
|
7.07K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.81KNew |
$496K - $703K
|
1.81K
$816K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.8KNew |
$493K - $699K
|
1.8K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.77K+ 2.19% |
$485K - $688K
|
82.6K
$37.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.75K+ 6.71% |
$480K - $681K
|
27.9K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.75K+ 13.92% |
$479K - $679K
|
14.3K
$6.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74K+ 12.44% |
$478K - $677K
|
15.8K
$7.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.74K+ 133.41% |
$476K - $674K
|
3.04K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.71K+ 4.82% |
$469K - $665K
|
37.3K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
1.7K+ 5.7% |
$467K - $662K
|
31.6K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$466K - $660K
|
1.7K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.7K+ 1.86% |
$465K - $659K
|
92.9K
$41.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 4.38% |
$456K - $646K
|
39.6K
$17.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.64K+ 4.76% |
$450K - $637K
|
36.1K
$16.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 2.85% |
$450K - $637K
|
59.2K
$26.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.64KNew |
$450K - $637K
|
1.64K
$740K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.64K+ 44.47% |
$449K - $637K
|
5.33K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.63KNew |
$448K - $634K
|
1.63K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.61K+ 85.31% |
$441K - $625K
|
3.5K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.6K+ 6.5% |
$438K - $621K
|
26.2K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
1.6KNew |
$438K - $621K
|
1.6K
$721K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.6K+ 3.39% |
$437K - $620K
|
48.7K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.59K+ 9.53% |
$436K - $618K
|
18.3K
$8.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.58KNew |
$432K - $613K
|
1.58K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.57KNew |
$429K - $608K
|
1.57K
$706K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.56KNew |
$428K - $607K
|
1.56K
$705K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.53K+ 17.05% |
$418K - $593K
|
10.5K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.52K+ 7.86% |
$416K - $589K
|
20.8K
$9.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.51K+ 41.47% |
$413K - $586K
|
5.15K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.5K+ 40.81% |
$411K - $582K
|
5.18K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 12.47% |
$401K - $568K
|
13.2K
$5.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.45K+ 4.02% |
$396K - $561K
|
37.4K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.44K+ 1.12% |
$395K - $559K
|
130K
$58.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.44K+ 11.18% |
$394K - $559K
|
14.3K
$6.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.44KNew |
$394K - $559K
|
1.44K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.43K+ 13.97% |
$392K - $556K
|
11.7K
$5.26M
|