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
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 7.41% |
$31.7K - $39.5K
|
1.41K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-55- 1.53% |
$18K - $22.4K
|
3.54K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
54+ 5.37% |
$17.6K - $22K
|
1.06K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-125- 14.33% |
$40.8K - $51K
|
747
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.51K- 3.58% |
$2.45M - $3.06M
|
202K
$84.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-7- 17.95% |
$2.29K - $2.85K
|
32
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
202+ 32.11% |
$66K - $82.3K
|
831
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
337+ 6.79% |
$110K - $137K
|
5.3K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 19.86% |
$1.38M - $1.72M
|
17K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.12% |
$327 - $408
|
859
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
771+ 5.81% |
$252K - $314K
|
14K
$5.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
46.2K+ 14.15% |
$15.1M - $18.8M
|
373K
$156M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.63KNew |
$1.19M - $1.48M
|
3.63K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-108- 3.27% |
$35.3K - $44K
|
3.19K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
455+ 14.95% |
$149K - $185K
|
3.5K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.19K+ 35.47% |
$389K - $486K
|
4.55K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 1.24% |
$14.7K - $18.3K
|
3.69K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 1.91% |
$6.21K - $7.74K
|
1.01K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-71- 9.48% |
$23.2K - $28.9K
|
678
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
199+ 30.85% |
$65K - $81.1K
|
844
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-175- 0.88% |
$57.2K - $71.3K
|
19.8K
$8.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68+ 0.35% |
$22.2K - $27.7K
|
19.3K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-172- 4.02% |
$56.2K - $70.1K
|
4.11K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.11% |
$3.27K - $4.08K
|
9.22K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
501+ 7.17% |
$164K - $204K
|
7.49K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-564Closed |
$184K - $230K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$2.29K - $2.85K
|
637
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-454- 33.26% |
$148K - $185K
|
911
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.05K+ 4.94% |
$2.63M - $3.28M
|
171K
$71.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.1K- 94.23% |
$4.29M - $5.35M
|
803
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
915
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.79K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.47K+ 21.59% |
$1.46M - $1.82M
|
25.2K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
217+ 102.36% |
$70.9K - $88.5K
|
429
$179K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30- 0.44% |
$9.8K - $12.2K
|
6.83K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.16% |
$163K - $204K
|
22.6K
$9.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.99% |
$90.2K - $113K
|
6.64K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
350+ 2.44% |
$114K - $143K
|
14.7K
$6.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-155- 2.69% |
$50.6K - $63.2K
|
5.62K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.08K+ 2.15% |
$678K - $846K
|
98.6K
$41.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-63- 2.55% |
$20.6K - $25.7K
|
2.41K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.32K- 4.62% |
$431K - $537K
|
27.2K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-51- 30.36% |
$16.7K - $20.8K
|
117
$48.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.33K+ 2.19% |
$436K - $544K
|
62.2K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 5.41% |
$654 - $815
|
39
$16.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
40+ 1.26% |
$13.1K - $16.3K
|
3.21K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.13% |
$160K - $199K
|
15.1K
$6.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-575- 35.71% |
$188K - $234K
|
1.04K
$433K
|