Purchases and Sales Made in Q2 2025 in Caterpillar Inc (CAT)

CAT Quotes by TradingView

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 12, 2025 Q2 2025
Richmond Investment Services, LLC

Mequon, WI
BUY
 -
1.09K
New
$298K - $423K
1.09K $491K
Jul 29, 2025 Q2 2025
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.09K
+ 6.09%
$297K - $422K
18.9K $8.52M
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
1.08K
+ 5.72%
$294K - $417K
19.9K $8.96M
Jul 15, 2025 Q2 2025
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
1.07K
New
$294K - $417K
1.07K $484K
Jul 08, 2025 Q2 2025
Adamsbrown Wealth Consultants LLC

BUY
 -
1.07K
New
$293K - $415K
1.07K $482K
Aug 14, 2025 Q2 2025
Drw Securities, LLC

Chicago, IL
BUY
 -
1.07K
+ 70.51%
$293K - $415K
2.59K $1.16M
Aug 14, 2025 Q2 2025
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
1.06K
New
$290K - $411K
1.06K $477K
Jul 16, 2025 Q2 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
1.05K
+ 54.62%
$287K - $406K
2.96K $1.34M
Jul 07, 2025 Q2 2025
Wealth Alliance Advisory Group, LLC

BUY
 -
1.04K
+ 20.67%
$285K - $405K
6.08K $2.74M
Jul 16, 2025 Q2 2025
Charles Schwab Trust CO

BUY
 -
1.03K
+ 20.66%
$283K - $401K
6.03K $2.72M
Aug 08, 2025 Q2 2025
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
1.03K
+ 162.72%
$282K - $400K
1.66K $749K
Jul 31, 2025 Q2 2025
Interchange Capital Partners, LLC

BUY
 -
1.03K
+ 356.94%
$282K - $399K
1.32K $593K
Aug 06, 2025 Q2 2025
Horan Wealth, LLC

Cincinnati, OH
BUY
 -
1.02K
New
$280K - $397K
1.02K $461K
Jul 30, 2025 Q2 2025
Klingman & Associates, LLC

BUY
 -
1.02K
+ 63.26%
$278K - $394K
2.62K $1.18M
Aug 14, 2025 Q2 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.01K
+ 41.73%
$277K - $392K
3.43K $1.55M
Aug 13, 2025 Q2 2025
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.01K
+ 25.89%
$276K - $391K
4.89K $2.2M
Aug 13, 2025 Q2 2025
Omers Administration Corp

Toronto, A6
BUY
 -
1K
+ 3.15%
$274K - $388K
32.7K $14.8M
Aug 14, 2025 Q2 2025
Intact Investment Management Inc.

Montreal, A8
BUY
 -
1K
New
$274K - $388K
1K $451K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
999
+ 8.44%
$274K - $388K
12.8K $5.79M
Jul 16, 2025 Q2 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
983
+ 12.72%
$269K - $382K
8.71K $3.93M
Aug 11, 2025 Q2 2025
Chiron Capital Management, LLC

BUY
 -
977
New
$268K - $379K
977 $440K
Jul 22, 2025 Q2 2025
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
962
New
$264K - $373K
962 $434K
Aug 08, 2025 Q2 2025
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
960
+ 16.42%
$263K - $373K
6.81K $3.07M
Aug 07, 2025 Q2 2025
Gouws Capital LLC

BUY
 -
945
+ 6.3%
$259K - $367K
15.9K $7.18M
Jul 24, 2025 Q2 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
937
+ 5.61%
$257K - $364K
17.6K $7.95M
Jul 15, 2025 Q2 2025
Am Investment Strategies LLC

BUY
 -
936
+ 21.13%
$256K - $363K
5.37K $2.42M
Jul 30, 2025 Q2 2025
Carnegie Capital Asset Management, LLC

BUY
 -
934
+ 38.42%
$256K - $363K
3.37K $1.52M
Jul 15, 2025 Q2 2025
Northside Capital Management, LLC

BUY
 -
932
+ 88.51%
$255K - $362K
1.99K $895K
Aug 13, 2025 Q2 2025
Great Diamond Partners, LLC

BUY
 -
930
New
$255K - $361K
930 $419K
Aug 14, 2025 Q2 2025
Advisor Os, LLC

BUY
 -
930
+ 27.89%
$255K - $361K
4.26K $1.92M
Aug 04, 2025 Q2 2025
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
923
+ 8.69%
$253K - $358K
11.5K $5.2M
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
916
+ 5.83%
$251K - $356K
16.6K $7.5M
Jul 18, 2025 Q2 2025
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
898
+ 86.1%
$246K - $349K
1.94K $875K
Jul 11, 2025 Q2 2025
Bell Bank

BUY
 -
894
+ 55.94%
$245K - $347K
2.49K $1.12M
Jul 17, 2025 Q2 2025
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
892
New
$244K - $346K
892 $402K
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
875
+ 17.77%
$240K - $340K
5.8K $2.61M
Jul 14, 2025 Q2 2025
Caitlin John, LLC

Brighton, MI
BUY
 -
873
New
$239K - $339K
873 $393K
Jul 30, 2025 Q2 2025
Reliant Investment Management, LLC

BUY
 -
860
+ 6.22%
$236K - $334K
14.7K $6.62M
Jul 02, 2025 Q2 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
857
+ 81.16%
$235K - $333K
1.91K $862K
Jul 08, 2025 Q2 2025
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
857
+ 33.31%
$235K - $333K
3.43K $1.55M
Jul 29, 2025 Q2 2025
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
851
New
$233K - $330K
851 $384K
Aug 07, 2025 Q2 2025
Beese Fulmer Investment Management, Inc.

BUY
 -
850
+ 5.25%
$233K - $330K
17.1K $7.69M
Sep 11, 2025 Q2 2025
Milestones Private Investment Advisors LLC

Fairport, NY
BUY
 -
850
New
$233K - $330K
850 $383K
Aug 04, 2025 Q2 2025
Syverson Strege & CO

West Des Moines, IA
BUY
 -
839
New
$230K - $326K
839 $378K
Aug 04, 2025 Q2 2025
Plato Investment Management LTD

Sydney, C3
BUY
 -
839
+ 6.49%
$230K - $326K
13.8K $6.2M
Aug 04, 2025 Q2 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
838
+ 19.64%
$230K - $325K
5.11K $2.3M
Aug 14, 2025 Q2 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
838
+ 5.39%
$230K - $325K
16.4K $7.38M
Aug 13, 2025 Q2 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
836
+ 115.31%
$229K - $325K
1.56K $703K
Jul 30, 2025 Q2 2025
Jacobsen Capital Management

BUY
 -
831
New
$228K - $323K
831 $374K

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