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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.3K- 17.57% |
$1.18M - $1.67M
|
20.2K
$8.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30+ 3.34% |
$8.22K - $11.6K
|
929
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 4.31% |
$4.93K - $6.99K
|
400
$161K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.41% |
$43K - $60.9K
|
11.3K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
124+ 0.47% |
$34K - $48.1K
|
26.6K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.2K- 57.81% |
$4.7M - $6.67M
|
12.5K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
47+ 2.8% |
$12.9K - $18.2K
|
1.73K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.13% |
$548 - $776
|
1.59K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-120K- 83.75% |
$32.8M - $46.5M
|
23.3K
$9.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-400- 23.53% |
$110K - $155K
|
1.3K
$523K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
6+ 0.3% |
$1.64K - $2.33K
|
2.03K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-142- 17.09% |
$38.9K - $55.1K
|
689
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-245- 4.06% |
$67.1K - $95.1K
|
5.78K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 4.84% |
$129K - $183K
|
9.28K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 2.19% |
$6.03K - $8.54K
|
1.03K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.85K- 27.02% |
$780K - $1.11M
|
7.69K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
894+ 55.94% |
$245K - $347K
|
2.49K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
713K+ 546.63% |
$195M - $277M
|
843K
$339M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
602New |
$165K - $234K
|
602
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-439- 12.68% |
$120K - $170K
|
3.02K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
510+ 34.34% |
$140K - $198K
|
2K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
307+ 1.76% |
$84.1K - $119K
|
17.7K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9.07KNew |
$2.49M - $3.52M
|
9.07K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-735- 17.79% |
$201K - $285K
|
3.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 0.6% |
$15.3K - $21.7K
|
9.21K
$3.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.05K- 12.76% |
$560K - $794K
|
14K
$5.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.91K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-120- 5.22% |
$32.9K - $46.6K
|
2.18K
$876K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 4.69% |
$640K - $906K
|
47.4K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.6K+ 8.41% |
$712K - $1.01M
|
33.5K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-192- 3.09% |
$52.6K - $74.5K
|
6.02K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-507- 0.53% |
$139K - $197K
|
95.3K
$38.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$8.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
14.5KNew |
$3.97M - $5.63M
|
14.5K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44- 4.8% |
$12.1K - $17.1K
|
873
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
999+ 8.44% |
$274K - $388K
|
12.8K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$5.48K - $7.76K
|
7.88K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-107- 4.51% |
$29.3K - $41.5K
|
2.26K
$911K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3- 0.17% |
$822 - $1.16K
|
1.82K
$730K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-390- 31.86% |
$107K - $151K
|
834
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-96- 7.72% |
$26.3K - $37.3K
|
1.15K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-785- 32.76% |
$215K - $305K
|
1.61K
$648K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$548 - $776
|
2.64K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$6.85K - $9.71K
|
6.1K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-52- 1.48% |
$14.2K - $20.2K
|
3.47K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.33KNew |
$639K - $906K
|
2.33K
$939K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
375+ 30.74% |
$103K - $146K
|
1.6K
$641K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-167- 12.76% |
$45.7K - $64.8K
|
1.14K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 11.18% |
$20.3K - $28.7K
|
588
$236K
|