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 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
137+ 9.35% |
$44.8K - $55.8K
|
1.6K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.36K+ 60.75% |
$771K - $962K
|
6.24K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
728New |
$238K - $297K
|
728
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 53.34% |
$1.33M - $1.66M
|
3.56K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$327 - $408
|
2.73K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
125+ 3.13% |
$40.8K - $51K
|
4.13K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
10+ 0.17% |
$3.27K - $4.08K
|
5.93K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
60+ 4.74% |
$19.6K - $24.5K
|
1.33K
$555K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-273- 13.83% |
$89.2K - $111K
|
1.7K
$711K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
31+ 1.62% |
$10.1K - $12.6K
|
1.94K
$811K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-157- 14.81% |
$51.3K - $64K
|
903
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
84+ 8.65% |
$27.4K - $34.2K
|
1.06K
$441K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.27K+ 2.66% |
$2.7M - $3.37M
|
319K
$133M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 3.86% |
$27.8K - $34.6K
|
2.29K
$956K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
297+ 27.0% |
$97K - $121K
|
1.4K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.02% |
$1.31K - $1.63K
|
16.7K
$6.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.42K- 1.31% |
$1.12M - $1.39M
|
256K
$107M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
188+ 15.09% |
$61.4K - $76.6K
|
1.43K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
816New |
$267K - $333K
|
816
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 0.78% |
$11.8K - $14.7K
|
4.64K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
944+ 17.35% |
$308K - $385K
|
6.39K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.35K+ 11.57% |
$2.08M - $2.59M
|
61.2K
$25.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
39+ 16.53% |
$12.7K - $15.9K
|
275
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
80+ 3.03% |
$26.1K - $32.6K
|
2.72K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.57K- 60.23% |
$839K - $1.05M
|
1.7K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-24- 0.3% |
$7.84K - $9.78K
|
7.86K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3K+ 200.0% |
$425K - $530K
|
1.95K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120K- 93.42% |
$39.2M - $48.9M
|
8.45K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
37+ 5.2% |
$12.1K - $15.1K
|
748
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-2.31K- 41.31% |
$755K - $942K
|
3.28K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2K+ 15.48% |
$653K - $815K
|
14.9K
$6.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.2K- 7.7% |
$9.53M - $11.9M
|
350K
$146M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-63- 6.96% |
$20.6K - $25.7K
|
842
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
60+ 2.98% |
$19.6K - $24.5K
|
2.07K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 8.68% |
$18K - $22.4K
|
579
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
93+ 1.0% |
$30.4K - $37.9K
|
9.41K
$3.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 12.32% |
$27.4K - $34.2K
|
766
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
172+ 2.38% |
$56.2K - $70.1K
|
7.41K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-152- 3.26% |
$49.7K - $62K
|
4.51K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-701- 6.03% |
$229K - $286K
|
10.9K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.44% |
$6.54K - $8.15K
|
4.49K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.22K+ 3.48% |
$1.38M - $1.72M
|
125K
$52.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
650New |
$212K - $265K
|
650
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-45- 2.53% |
$14.7K - $18.3K
|
1.73K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
124+ 2.83% |
$40.5K - $50.5K
|
4.5K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-3.08K- 36.08% |
$1.01M - $1.26M
|
5.46K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 0.67% |
$19.6K - $24.5K
|
8.92K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
4+ 0.38% |
$1.31K - $1.63K
|
1.05K
$439K
|