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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
178+ 25.87% |
$58.2K - $72.6K
|
866
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.07K+ 3.82% |
$350K - $437K
|
29.1K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
677New |
$221K - $276K
|
677
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-542- 3.82% |
$177K - $221K
|
13.7K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 100.0% |
$1.96K - $2.45K
|
12
$5.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$327 - $408
|
1.61K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.27K
$950K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-691- 8.17% |
$226K - $282K
|
7.76K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 0.58% |
$15K - $18.8K
|
7.92K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$2.94K - $3.67K
|
8.51K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-145- 6.65% |
$47.4K - $59.1K
|
2.04K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7+ 1.0% |
$2.29K - $2.85K
|
709
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-283- 3.07% |
$92.5K - $115K
|
8.93K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-81K- 31.58% |
$26.5M - $33M
|
176K
$73.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.26K+ 31.07% |
$1.06M - $1.33M
|
13.7K
$5.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-21- 1.15% |
$6.86K - $8.56K
|
1.81K
$755K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-364- 0.88% |
$119K - $148K
|
41K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-25- 0.62% |
$8.17K - $10.2K
|
4.01K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.26K+ 84.86% |
$412K - $514K
|
2.75K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.13% |
$327 - $408
|
787
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 3.98% |
$17.6K - $22K
|
1.41K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 3.1% |
$795K - $992K
|
80.9K
$33.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-64.8K- 8.95% |
$21.2M - $26.4M
|
659K
$275M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
400+ 6.69% |
$131K - $163K
|
6.38K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49K+ 14.15% |
$814K - $1.01M
|
20.1K
$8.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21- 2.45% |
$6.86K - $8.56K
|
836
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
478New |
$156K - $195K
|
478
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
56+ 5.93% |
$18.3K - $22.8K
|
1K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139+ 2.22% |
$45.4K - $56.7K
|
6.41K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
11.1K+ 11.28% |
$3.62M - $4.52M
|
109K
$45.7M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-151- 2.32% |
$49.3K - $61.6K
|
6.36K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
102+ 8.08% |
$33.3K - $41.6K
|
1.36K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.64K+ 1.15% |
$534K - $666K
|
143K
$59.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
556+ 27.93% |
$182K - $227K
|
2.55K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.62% |
$220K - $274K
|
17.9K
$7.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
115+ 1.87% |
$37.6K - $46.9K
|
6.28K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.56K+ 0.39% |
$1.82M - $2.27M
|
1.42M
$592M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-11.4K- 6.67% |
$3.72M - $4.64M
|
159K
$66.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
40+ 0.47% |
$13.1K - $16.3K
|
8.58K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
102+ 8.89% |
$33.3K - $41.6K
|
1.25K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 4.62% |
$14.7K - $18.3K
|
928
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29+ 1.89% |
$9.48K - $11.8K
|
1.56K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.08% |
$5.88K - $7.34K
|
21.2K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-697- 15.01% |
$228K - $284K
|
3.95K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-26.9K- 6.03% |
$8.8M - $11M
|
420K
$176M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-205- 0.21% |
$67K - $83.6K
|
98.7K
$41.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
153+ 1.03% |
$50K - $62.4K
|
15.1K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-234- 3.63% |
$76.5K - $95.4K
|
6.21K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.18KNew |
$713K - $889K
|
2.18K
$912K
|