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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 17.68% |
$10.5K - $13K
|
149
$62.3K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-86- 1.67% |
$28.1K - $35.1K
|
5.07K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
3+ 0.12% |
$980 - $1.22K
|
2.55K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-438- 3.54% |
$143K - $179K
|
11.9K
$4.99M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
488+ 3.72% |
$159K - $199K
|
13.6K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1+ 0.07% |
$327 - $408
|
1.35K
$564K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-165- 4.25% |
$53.9K - $67.3K
|
3.72K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
89+ 8.79% |
$29.1K - $36.3K
|
1.1K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
882+ 52.66% |
$288K - $360K
|
2.56K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-30- 1.17% |
$9.8K - $12.2K
|
2.52K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
270+ 11.31% |
$88.2K - $110K
|
2.66K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$41.8K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-312- 2.2% |
$102K - $127K
|
13.9K
$5.81M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-14K- 2.3% |
$4.57M - $5.7M
|
593K
$248M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.41K- 3.8% |
$788K - $983K
|
61.1K
$25.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 34.52% |
$540K - $674K
|
3.14K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 0.79% |
$364K - $454K
|
142K
$59.2M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
9+ 0.39% |
$2.94K - $3.67K
|
2.3K
$962K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
74+ 1.54% |
$24.2K - $30.2K
|
4.89K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.15% |
$98K - $122K
|
25.7K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-20.9K- 22.85% |
$6.82M - $8.51M
|
70.5K
$29.5M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.12% |
$15K - $18.8K
|
36.8K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 7.88% |
$2.16M - $2.7M
|
90.7K
$37.9M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-76- 0.97% |
$24.8K - $31K
|
7.77K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.7% |
$38.2K - $47.7K
|
6.98K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
222New |
$72.5K - $90.5K
|
222
$92.8K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.29K+ 167.32% |
$420K - $524K
|
2.05K
$858K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 5.29% |
$38.2K - $47.7K
|
2.09K
$875K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 2.41% |
$111K - $139K
|
13.8K
$5.75M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-7.51K- 63.47% |
$2.45M - $3.06M
|
4.32K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
135+ 7.12% |
$44.1K - $55K
|
2.03K
$850K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
66+ 6.2% |
$21.6K - $26.9K
|
1.13K
$473K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.01% |
$327 - $408
|
9.48K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
388+ 2.0% |
$127K - $158K
|
19.7K
$8.26M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 27.84% |
$1.85M - $2.3M
|
25.9K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 8.13% |
$18.6K - $23.2K
|
758
$317K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-631- 2.43% |
$206K - $257K
|
25.3K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.41KNew |
$460K - $574K
|
1.41K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.26K+ 4.5% |
$411K - $513K
|
29.3K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
142+ 1.33% |
$46.4K - $57.9K
|
10.8K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.16% |
$327 - $408
|
621
$260K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 5.46% |
$470K - $586K
|
24.9K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 0.79% |
$66K - $82.3K
|
25.8K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.9K+ 580.67% |
$5.18M - $6.47M
|
18.6K
$7.77M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.82% |
$27.8K - $34.6K
|
4.75K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.89K- 39.29% |
$617K - $769K
|
2.92K
$1.22M
|