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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.52KNew |
$1.15M - $1.43M
|
3.52K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
44+ 2.69% |
$14.4K - $17.9K
|
1.68K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.95K+ 83.53% |
$637K - $794K
|
4.28K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-14- 0.14% |
$4.57K - $5.71K
|
9.85K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-9.17K- 41.73% |
$3M - $3.74M
|
12.8K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.83K+ 172.54% |
$924K - $1.15M
|
4.47K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.45K- 2.48% |
$2.43M - $3.04M
|
293K
$118M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7+ 0.79% |
$2.29K - $2.85K
|
895
$360K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.88% |
$2.29K - $2.85K
|
379
$152K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.69KNew |
$1.2M - $1.5M
|
3.69K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 26.81% |
$626K - $781K
|
9.06K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.41K- 23.64% |
$2.75M - $3.43M
|
27.2K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.36K- 44.94% |
$772K - $963K
|
2.89K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.37K+ 87.57% |
$2.73M - $3.41M
|
17.9K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
600+ 60.0% |
$196K - $245K
|
1.6K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.47KNew |
$479K - $597K
|
1.47K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
46+ 8.61% |
$15K - $18.8K
|
580
$233K
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-2.37K- 0.65% |
$774K - $965K
|
363K
$146M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.11K+ 3.7% |
$361K - $450K
|
31K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
89.9K+ 100.0% |
$29.4M - $36.7M
|
180K
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-52K- 32.77% |
$17M - $21.2M
|
107K
$42.9M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
8.63K+ 239.7% |
$2.82M - $3.52M
|
12.2K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.29K+ 6.31% |
$421K - $525K
|
21.7K
$8.72M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.16K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
87.5K+ 8.52% |
$28.6M - $35.7M
|
1.11M
$448M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-30.5K- 84.02% |
$9.97M - $12.4M
|
5.8K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 11.44% |
$131K - $164K
|
3.92K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.06K- 80.99% |
$1.65M - $2.06M
|
1.19K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.35K+ 2.67% |
$442K - $552K
|
51.9K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
43+ 1.59% |
$14.1K - $17.5K
|
2.74K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 9.33% |
$489K - $611K
|
17.6K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
15KNew |
$4.9M - $6.11M
|
15K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-20- 1.27% |
$6.54K - $8.15K
|
1.55K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-23.5K- 22.0% |
$7.68M - $9.58M
|
83.3K
$33.5M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 2.94% |
$9.15K - $11.4K
|
979
$394K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.59K+ 5.42% |
$519K - $648K
|
30.9K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-13.4K- 34.48% |
$4.37M - $5.45M
|
25.4K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.32K- 38.82% |
$433K - $540K
|
2.09K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-129- 0.84% |
$42.2K - $52.6K
|
15.2K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-216- 1.12% |
$70.6K - $88K
|
19K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.02% |
$654 - $815
|
13.3K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.05K- 26.86% |
$343K - $428K
|
2.86K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
350+ 0.88% |
$114K - $143K
|
40.3K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-976- 15.91% |
$319K - $398K
|
5.16K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
93+ 0.58% |
$30.4K - $37.9K
|
16.1K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
48.3KNew |
$15.8M - $19.7M
|
48.3K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-164K- 68.36% |
$53.6M - $66.9M
|
75.9K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
604+ 68.95% |
$197K - $246K
|
1.48K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
86+ 1.15% |
$28.1K - $35.1K
|
7.54K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15.7K+ 1.53% |
$5.13M - $6.39M
|
1.04M
$418M
|