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 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.19% |
$1.96K - $2.45K
|
3.16K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.61% |
$498K - $621K
|
25.6K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-23.4K- 7.8% |
$7.65M - $9.54M
|
277K
$116M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-160K- 22.87% |
$52.2M - $65.1M
|
538K
$225M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
16+ 0.82% |
$5.23K - $6.52K
|
1.96K
$819K
|
|
|
May 06, 2025
Q1 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
197K+ 149.7% |
$64.4M - $80.3M
|
329K
$137M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
12+ 2.0% |
$3.92K - $4.89K
|
612
$256K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.63K - $2.04K
|
849
$355K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
991New |
$324K - $404K
|
991
$414K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6+ 0.27% |
$1.96K - $2.45K
|
2.22K
$930K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-700- 6.42% |
$229K - $285K
|
10.2K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.09% |
$654 - $815
|
2.29K
$957K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-42- 0.6% |
$13.7K - $17.1K
|
7K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-395- 15.18% |
$129K - $161K
|
2.21K
$923K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-223- 10.13% |
$72.9K - $90.9K
|
1.98K
$827K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.3K- 5.54% |
$425K - $530K
|
22.2K
$9.27M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$2.06M - $2.57M
|
6.3K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
396+ 2.45% |
$129K - $161K
|
16.6K
$6.93M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 37.5% |
$4.9K - $6.11K
|
55
$23K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-48- 4.57% |
$15.7K - $19.6K
|
1K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 98.76% |
$3.47M - $4.33M
|
133
$55.6K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 1.77% |
$26.1K - $32.6K
|
4.44K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.67K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.37K- 25.31% |
$2.08M - $2.6M
|
18.8K
$7.86M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-151- 2.59% |
$49.3K - $61.6K
|
5.68K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 23.08% |
$980 - $1.22K
|
16
$6.69K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
218+ 24.25% |
$71.2K - $88.9K
|
1.12K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-358- 2.41% |
$117K - $146K
|
14.5K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-468- 2.42% |
$153K - $191K
|
18.9K
$7.88M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.87% |
$32.7K - $40.8K
|
3.38K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$47.4K - $59.1K
|
145
$60.6K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
621New |
$203K - $253K
|
621
$260K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 9.57% |
$47.1K - $58.7K
|
1.36K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 9.59% |
$84.3K - $105K
|
2.43K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18- 2.45% |
$5.88K - $7.34K
|
718
$300K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-628- 15.85% |
$205K - $256K
|
3.33K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1+ 0.13% |
$327 - $408
|
772
$323K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
642+ 0.58% |
$210K - $262K
|
112K
$46.9M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 2.34% |
$32.7K - $40.8K
|
4.17K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-779- 14.71% |
$255K - $318K
|
4.52K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$327 - $408
|
4.96K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-232K- 24.85% |
$75.7M - $94.5M
|
701K
$293M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$1.01M - $1.27M
|
3.1K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.21% |
$2.29K - $2.85K
|
3.34K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-60- 1.16% |
$19.6K - $24.5K
|
5.1K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-46- 4.52% |
$15K - $18.8K
|
971
$406K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
769+ 1.89% |
$251K - $313K
|
41.5K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.17% |
$1.31K - $1.63K
|
2.32K
$968K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-16.5K- 91.83% |
$5.38M - $6.71M
|
1.47K
$612K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 3.51% |
$544K - $679K
|
49.1K
$20.5M
|