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 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
519New |
$142K - $201K
|
519
$214K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-910- 6.48% |
$249K - $353K
|
13.1K
$5.42M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.03K- 6.15% |
$555K - $787K
|
30.9K
$12.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.41% |
$15.6K - $22.1K
|
13.8K
$5.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
257New |
$70.4K - $99.8K
|
257
$106K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-889- 48.18% |
$244K - $345K
|
956
$395K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
314+ 2.44% |
$86K - $122K
|
13.2K
$5.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.08K+ 8.32% |
$843K - $1.2M
|
40.1K
$16.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.1K- 69.07% |
$5.51M - $7.8M
|
9K
$3.71M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
296+ 6.84% |
$81.1K - $115K
|
4.63K
$1.91M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.89% |
$1.1K - $1.55K
|
452
$187K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-325- 22.81% |
$89K - $126K
|
1.1K
$454K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.23K+ 59.71% |
$337K - $477K
|
3.29K
$1.36M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 9.2% |
$30.4K - $43.1K
|
1.32K
$544K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588- 3.75% |
$161K - $228K
|
15.1K
$6.23M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 7.06% |
$21.4K - $30.3K
|
1.03K
$424K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$8.5M - $12M
|
31K
$12.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
362KNew |
$99.2M - $141M
|
362K
$149M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.3K- 12.5% |
$3.1M - $4.4M
|
79.2K
$32.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.09% |
$548 - $776
|
2.18K
$899K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
72+ 8.15% |
$19.7K - $28K
|
955
$394K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-287- 7.28% |
$78.6K - $111K
|
3.65K
$1.51M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.7K- 53.98% |
$1.56M - $2.21M
|
4.86K
$2M
|
|
|
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 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.44% |
$822 - $1.16K
|
688
$284K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
551New |
$151K - $214K
|
551
$227K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-18- 1.36% |
$4.93K - $6.99K
|
1.3K
$537K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
6.41KNew |
$1.76M - $2.49M
|
6.41K
$2.64M
|
|
|
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
|