Latest Institutional Transactions on Caterpillar Inc (CAT)
This table provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.2KNew |
$6.35M - $9M
|
23.2K
$9.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12- 0.44% |
$3.29K - $4.66K
|
2.74K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 1.67% |
$32.7M - $46.3M
|
7.29M
$3.01B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.49K+ 31.27% |
$1.5M - $2.13M
|
23K
$9.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-63.8K- 10.07% |
$17.5M - $24.7M
|
569K
$235M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-252- 67.2% |
$69K - $97.8K
|
123
$50.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-455- 3.27% |
$125K - $177K
|
13.5K
$5.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3+ 0.74% |
$822 - $1.16K
|
411
$170K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25+ 2.14% |
$6.85K - $9.71K
|
1.19K
$492K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
351+ 2.79% |
$96.2K - $136K
|
12.9K
$5.34M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-17.3K- 9.48% |
$4.75M - $6.73M
|
166K
$68.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
712New |
$195K - $276K
|
712
$294K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-10- 0.68% |
$2.74K - $3.88K
|
1.46K
$604K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-94- 10.32% |
$25.8K - $36.5K
|
817
$337K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-942- 12.05% |
$258K - $366K
|
6.88K
$2.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
200+ 23.15% |
$54.8K - $77.6K
|
1.06K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
93+ 3.16% |
$25.5K - $36.1K
|
3.04K
$1.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.39KNew |
$381K - $540K
|
1.39K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.36K+ 180.53% |
$373K - $529K
|
2.12K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
385K+ 180.18% |
$106M - $150M
|
599K
$247M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-13.6K- 12.74% |
$3.72M - $5.27M
|
93.1K
$38.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
103New |
$28.2K - $40K
|
103
$42.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
123KNew |
$33.7M - $47.8M
|
123K
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
230+ 34.33% |
$63K - $89.3K
|
900
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.02K+ 11.36% |
$1.92M - $2.72M
|
68.8K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
559+ 3.46% |
$153K - $217K
|
16.7K
$6.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
87KNew |
$23.8M - $33.8M
|
87K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.86K+ 3.31% |
$510K - $723K
|
58.1K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
61New |
$16.7K - $23.7K
|
61
$25.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.52K- 22.01% |
$417K - $591K
|
5.39K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
387+ 0.24% |
$106K - $150K
|
162K
$67M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-214K- 0.59% |
$58.6M - $83M
|
35.9M
$14.8B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.4K+ 36.68% |
$5.32M - $7.54M
|
72.4K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1KNew |
$274K - $388K
|
1K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
29.5K+ 20.9% |
$8.09M - $11.5M
|
171K
$70.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2K- 8.31% |
$548K - $776K
|
22.1K
$9.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-442K- 66.12% |
$121M - $172M
|
227K
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-160K- 34.56% |
$43.8M - $62.1M
|
303K
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.62KNew |
$717K - $1.02M
|
2.62K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-178- 4.93% |
$48.8K - $69.1K
|
3.43K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.57KNew |
$429K - $608K
|
1.57K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-9.59K- 24.34% |
$2.63M - $3.72M
|
29.8K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
130K+ 6.38% |
$35.6M - $50.4M
|
2.16M
$893M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-24.8K- 13.99% |
$6.79M - $9.63M
|
153K
$62.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
338+ 10.21% |
$92.6K - $131K
|
3.65K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
13.2K+ 733.33% |
$3.62M - $5.12M
|
15K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.12K+ 16.83% |
$1.68M - $2.37M
|
42.5K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-523- 11.44% |
$143K - $203K
|
4.05K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
20.1K+ 56.08% |
$5.5M - $7.79M
|
55.8K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
28.8K+ 21.39% |
$7.9M - $11.2M
|
164K
$67.5M
|