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 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-377- 2.99% |
$123K - $154K
|
12.2K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
35+ 6.89% |
$11.4K - $14.3K
|
543
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$714K - $891K
|
2.19K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 15.67% |
$16.3K - $20.4K
|
269
$112K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$2.09K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-20- 2.61% |
$6.54K - $8.15K
|
746
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.59K- 72.4% |
$1.17M - $1.46M
|
1.37K
$572K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 5.92% |
$390K - $487K
|
21.4K
$8.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$635K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-19- 2.47% |
$6.21K - $7.74K
|
751
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
24+ 0.62% |
$7.84K - $9.78K
|
3.92K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
124+ 1.84% |
$40.5K - $50.5K
|
6.86K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
337+ 340.4% |
$110K - $137K
|
436
$182K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.8K+ 180.89% |
$5.5M - $6.86M
|
26.1K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2+ 0.1% |
$654 - $815
|
2.02K
$842K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-86- 0.71% |
$28.1K - $35.1K
|
12K
$5M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.63K - $2.04K
|
16.2K
$6.77M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$439K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 2.91% |
$398K - $496K
|
43K
$18M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
268+ 6.73% |
$87.6K - $109K
|
4.25K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$654 - $815
|
762
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-354- 22.45% |
$116K - $144K
|
1.22K
$511K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.63K - $2.04K
|
2.17K
$906K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
20+ 0.41% |
$6.54K - $8.15K
|
4.93K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5+ 0.08% |
$1.63K - $2.04K
|
6.12K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
982+ 6.25% |
$321K - $400K
|
16.7K
$6.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$75.3K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 38.47% |
$479K - $597K
|
2.34K
$980K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.41% |
$980 - $1.22K
|
733
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 6.21% |
$31K - $38.7K
|
1.44K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
705+ 93.38% |
$230K - $287K
|
1.46K
$610K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
394+ 39.72% |
$129K - $161K
|
1.39K
$579K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 1.41% |
$4.9K - $6.11K
|
1.05K
$438K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
36+ 2.1% |
$11.8K - $14.7K
|
1.75K
$732K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-16- 17.39% |
$5.23K - $6.52K
|
76
$31.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.16K+ 3.14% |
$378K - $471K
|
38K
$15.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
76+ 5.16% |
$24.8K - $31K
|
1.55K
$648K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.53M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.45% |
$9.48K - $11.8K
|
6.44K
$2.69M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-192- 7.43% |
$62.7K - $78.3K
|
2.39K
$1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
1+ 0.14% |
$327 - $408
|
697
$291K
|
|
| Q4 2024 | |||||||
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12- 13.95% |
$4.32K - $5K
|
74
$30.9K
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
655New |
$236K - $273K
|
655
$274K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
30New |
$10.8K - $12.5K
|
30
$12.5K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
158K+ 11.22% |
$57M - $65.9M
|
1.57M
$655M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 1.43% |
$59.1K - $68.4K
|
11.3K
$4.72M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.16KNew |
$419K - $484K
|
1.16K
$486K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 1.06% |
$982K - $1.14M
|
259K
$108M
|
|