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 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-62.7K- 80.28% |
$20.5M - $25.6M
|
15.4K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71+ 0.42% |
$23.2K - $28.9K
|
17.1K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-2.36K- 21.11% |
$771K - $962K
|
8.82K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 26.76% |
$139K - $173K
|
2.01K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
37New |
$12.1K - $15.1K
|
37
$15K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.4K- 5.89% |
$12.6M - $15.7M
|
615K
$249M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.78K+ 730.17% |
$2.21M - $2.76M
|
7.7K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 1.05% |
$15.7K - $19.6K
|
4.52K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.45K+ 23.35% |
$1.45M - $1.81M
|
23.5K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$91.7K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-15.1K- 25.81% |
$4.93M - $6.16M
|
43.4K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.88K+ 320.0% |
$941K - $1.17M
|
3.78K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.35% |
$1.96K - $2.45K
|
1.7K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.2KNew |
$3.34M - $4.16M
|
10.2K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
408New |
$133K - $166K
|
408
$166K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
99.9K+ 9.24% |
$32.7M - $40.7M
|
1.18M
$480M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.27K+ 2.09% |
$413K - $516K
|
61.8K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-312- 5.78% |
$102K - $127K
|
5.09K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
313+ 52.34% |
$102K - $128K
|
911
$370K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.6K+ 41.03% |
$523K - $652K
|
5.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$552M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
265K+ 37.9% |
$86.6M - $108M
|
964K
$391M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
8.7K+ 6.0% |
$2.84M - $3.55M
|
154K
$62.4M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
271+ 13.73% |
$88.5K - $110K
|
2.25K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$330K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
628+ 1.83% |
$205K - $256K
|
34.9K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
263+ 8.76% |
$85.9K - $107K
|
3.27K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-33- 2.98% |
$10.8K - $13.5K
|
1.07K
$435K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-102K- 34.4% |
$33.3M - $41.5M
|
194K
$78.8M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 2.44% |
$1.14M - $1.43M
|
140K
$56.8M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.23K+ 200.18% |
$729K - $909K
|
3.34K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.36% |
$8.82K - $11K
|
1.95K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
227+ 5.62% |
$74.2K - $92.5K
|
4.27K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.12K- 80.23% |
$2M - $2.49M
|
1.51K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.76% |
$9.8K - $12.2K
|
3.93K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.18K- 47.19% |
$384K - $479K
|
1.32K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
185+ 9.54% |
$60.4K - $75.4K
|
2.12K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-8.6K- 52.44% |
$2.81M - $3.51M
|
7.8K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
200K+ 356.7% |
$65.5M - $81.7M
|
257K
$104M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
32+ 2.38% |
$10.5K - $13K
|
1.37K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-756- 55.38% |
$247K - $308K
|
609
$247K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
520+ 15.51% |
$170K - $212K
|
3.87K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.66K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630K+ 20.86% |
$206M - $257M
|
3.65M
$1.48B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-966- 3.54% |
$316K - $394K
|
26.3K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.05K+ 28.74% |
$344K - $429K
|
4.71K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
101K+ 6.61% |
$33.1M - $41.3M
|
1.63M
$662M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-69- 2.08% |
$22.5K - $28.1K
|
3.25K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-180- 0.28% |
$58.8K - $73.4K
|
64.9K
$26.3M
|