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 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.72K+ 25.96% |
$1.54M - $1.92M
|
22.9K
$9.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.67% |
$6.54K - $8.15K
|
729
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-130- 3.03% |
$42.5K - $53K
|
4.17K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
340+ 4.87% |
$111K - $139K
|
7.32K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
276+ 4.15% |
$90.2K - $113K
|
6.93K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
375+ 58.14% |
$123K - $153K
|
1.02K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.75K- 8.21% |
$572K - $713K
|
19.6K
$8.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-52- 1.75% |
$17K - $21.2K
|
2.91K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-14- 0.69% |
$4.57K - $5.71K
|
2.03K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21+ 7.24% |
$6.86K - $8.56K
|
311
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$8.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
38+ 2.09% |
$12.4K - $15.5K
|
1.86K
$777K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-199- 1.02% |
$65K - $81.1K
|
19.4K
$8.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.61% |
$1.31K - $1.63K
|
655
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.88% |
$16.3K - $20.4K
|
5.6K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$1.04M - $1.29M
|
3.17K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
567+ 2.48% |
$185K - $231K
|
23.4K
$9.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 50.28% |
$261K - $326K
|
2.39K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.88% |
$8.17K - $10.2K
|
842
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 41.84% |
$32.7K - $40.8K
|
339
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 5.51% |
$62.4K - $77.9K
|
3.28K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$4.9K - $6.11K
|
10.5K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
45+ 7.69% |
$14.7K - $18.3K
|
630
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
130+ 11.41% |
$42.5K - $53K
|
1.27K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.78K+ 5.45% |
$1.89M - $2.36M
|
112K
$46.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.33% |
$654 - $815
|
616
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
67+ 2.88% |
$21.9K - $27.3K
|
2.4K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
12.5K+ 11.52% |
$4.09M - $5.1M
|
121K
$50.6M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-392- 2.67% |
$128K - $160K
|
14.3K
$5.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350+ 5.91% |
$114K - $143K
|
6.27K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
22+ 1.12% |
$7.19K - $8.97K
|
1.98K
$827K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.16% |
$2.94K - $3.67K
|
65
$27.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
39+ 0.35% |
$12.7K - $15.9K
|
11.2K
$4.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.25% |
$2.29K - $2.85K
|
2.85K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-160- 0.4% |
$52.3K - $65.2K
|
40.2K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
197+ 5.43% |
$64.4K - $80.3K
|
3.82K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.8K- 48.91% |
$4.85M - $6.05M
|
15.5K
$6.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
584+ 5.76% |
$191K - $238K
|
10.7K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.64% |
$4.9K - $6.11K
|
928
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
417+ 2.7% |
$136K - $170K
|
15.9K
$6.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.46K+ 10.87% |
$2.44M - $3.04M
|
76.1K
$31.8M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$713K - $889K
|
2.18K
$912K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-52- 6.24% |
$17K - $21.2K
|
782
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25+ 10.92% |
$8.17K - $10.2K
|
254
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
713+ 19.23% |
$233K - $291K
|
4.42K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.67K+ 10.05% |
$545K - $680K
|
18.3K
$7.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.6K+ 26.12% |
$9.03M - $11.3M
|
133K
$55.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
972+ 64.07% |
$318K - $396K
|
2.49K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
187+ 2.52% |
$61.1K - $76.2K
|
7.62K
$3.19M
|