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 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.41K+ 83.07% |
$387K - $549K
|
3.11K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.41K+ 31.33% |
$385K - $546K
|
5.89K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.4K+ 7.09% |
$384K - $543K
|
21.1K
$9.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.4K+ 103.55% |
$384K - $543K
|
2.75K
$1.24M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.4K+ 60.74% |
$384K - $543K
|
3.71K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 6.51% |
$383K - $543K
|
22.9K
$10.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.39KNew |
$381K - $540K
|
1.39K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.39K+ 13.11% |
$381K - $539K
|
12K
$5.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.38K+ 0.08% |
$377K - $535K
|
1.63M
$736M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.36K+ 180.53% |
$373K - $529K
|
2.12K
$954K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.35KNew |
$369K - $523K
|
1.35K
$607K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.35K+ 5.59% |
$368K - $522K
|
25.4K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.34K+ 1.33% |
$368K - $521K
|
103K
$46.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 27.11% |
$363K - $514K
|
6.21K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.3KNew |
$357K - $506K
|
1.3K
$588K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.3KNew |
$357K - $506K
|
1.3K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.3KNew |
$356K - $505K
|
1.3K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.3KNew |
$356K - $504K
|
1.3K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.3K+ 46.88% |
$356K - $504K
|
4.07K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.3K+ 13.81% |
$355K - $504K
|
10.7K
$4.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$355K - $503K
|
1.3K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
1.28KNew |
$350K - $496K
|
1.28K
$576K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 84.65% |
$349K - $495K
|
2.78K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.26K+ 2.43% |
$346K - $490K
|
53.1K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.26KNew |
$344K - $488K
|
1.26K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 13.81% |
$344K - $487K
|
10.3K
$4.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.25K+ 13.76% |
$342K - $484K
|
10.3K
$4.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 3.15% |
$340K - $482K
|
40.6K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 5.68% |
$339K - $481K
|
23K
$10.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 59.71% |
$337K - $477K
|
3.29K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.21K+ 53.2% |
$330K - $468K
|
3.47K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 18.63% |
$329K - $466K
|
7.64K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 1.88% |
$328K - $465K
|
64.7K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.19K+ 29.95% |
$326K - $462K
|
5.17K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.19K+ 46.6% |
$325K - $461K
|
3.73K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.18KNew |
$324K - $460K
|
1.18K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.17KNew |
$321K - $455K
|
1.17K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.16K+ 17.5% |
$319K - $452K
|
7.82K
$3.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.15K+ 10.01% |
$315K - $446K
|
12.6K
$5.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$314K - $445K
|
1.15K
$516K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.14K+ 9.37% |
$313K - $444K
|
13.3K
$6.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 16.63% |
$313K - $443K
|
8K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.13K+ 28.63% |
$308K - $437K
|
5.05K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$304K - $431K
|
1.11K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.11K+ 10.8% |
$303K - $430K
|
11.4K
$5.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.11KNew |
$303K - $429K
|
1.11K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.1K+ 132.89% |
$301K - $427K
|
1.93K
$868K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.23% |
$300K - $425K
|
50.2K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.09KNew |
$299K - $423K
|
1.09K
$491K
|