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 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.11% |
$6.86K - $8.56K
|
1.88K
$762K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.36% |
$2.94K - $3.67K
|
2.52K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-11.8K- 31.49% |
$3.84M - $4.79M
|
25.6K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.88K+ 6.24% |
$614K - $766K
|
32K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 10.0% |
$6.54K - $8.15K
|
180
$73K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.36K- 47.05% |
$443K - $553K
|
1.53K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.28% |
$1.63K - $2.04K
|
1.79K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.3K+ 7.15% |
$1.41M - $1.75M
|
64.5K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 48.03% |
$457K - $570K
|
1.51K
$614K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85- 2.22% |
$27.8K - $34.6K
|
3.75K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
245+ 17.38% |
$80.1K - $99.9K
|
1.66K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
80+ 9.52% |
$26.1K - $32.6K
|
920
$373K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 0.84% |
$15.4K - $19.2K
|
5.57K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-6.43K- 20.62% |
$2.1M - $2.62M
|
24.8K
$10M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
490+ 19.21% |
$160K - $200K
|
3.04K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.71KNew |
$2.19M - $2.74M
|
6.71K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-25- 1.46% |
$8.17K - $10.2K
|
1.68K
$683K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
987+ 33.92% |
$323K - $402K
|
3.9K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.07K- 56.87% |
$2.64M - $3.29M
|
6.12K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-224- 5.23% |
$73.2K - $91.3K
|
4.06K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-520- 2.79% |
$170K - $212K
|
18.2K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
151K+ 5.03% |
$49.2M - $61.4M
|
3.14M
$1.27B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$980 - $1.22K
|
3
$1.22K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.2KNew |
$7.25M - $9.04M
|
22.2K
$9M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.28MNew |
$419M - $522M
|
1.28M
$520M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$402K - $502K
|
1.23K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$6.54K - $8.15K
|
20
$8.12K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
903+ 128.45% |
$295K - $368K
|
1.61K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
8New |
$2.61K - $3.26K
|
8
$3.25K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
BUY
|
- |
355+ 1.86% |
$116K - $145K
|
19.5K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.73K- 1.18% |
$2.53M - $3.15M
|
646K
$262M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$3.27K - $4.08K
|
2.43K
$988K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
82+ 2.15% |
$26.8K - $33.4K
|
3.9K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-187- 19.06% |
$61.1K - $76.2K
|
794
$322K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
251+ 2.66% |
$82K - $102K
|
9.68K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 40.74% |
$359K - $448K
|
1.6K
$649K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
950+ 18.06% |
$310K - $387K
|
6.21K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
75K+ 8.13% |
$24.5M - $30.6M
|
998K
$405M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8.19K- 64.18% |
$2.68M - $3.34M
|
4.57K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 15.49% |
$667K - $832K
|
15.2K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 14.0% |
$4.57K - $5.71K
|
114
$46.3K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-456- 15.3% |
$149K - $186K
|
2.53K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-7.28K- 26.23% |
$2.38M - $2.97M
|
20.5K
$8.31M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-16.3K- 16.82% |
$5.32M - $6.64M
|
80.5K
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.81K- 1.7% |
$2.22M - $2.78M
|
393K
$160M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.9K+ 3.38% |
$4.54M - $5.66M
|
425K
$172M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
107New |
$35K - $43.6K
|
107
$43.4K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.31K- 1.92% |
$429K - $535K
|
67K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 0.96% |
$1.37M - $1.71M
|
439K
$178M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.71K- 6.11% |
$1.54M - $1.92M
|
72.5K
$29.4M
|