Purchases and Sales Made in Q2 2025 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2025. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 500.0% |
$1.37K - $1.94K
|
6
$2.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$1.1K - $1.55K
|
1.54K
$619K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$1.1K - $1.55K
|
3.3K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.22% |
$1.1K - $1.55K
|
1.84K
$739K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.31% |
$1.1K - $1.55K
|
310
$125K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$822 - $1.16K
|
3.67K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3+ 0.44% |
$822 - $1.16K
|
692
$278K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$548 - $776
|
743
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$548 - $776
|
1.69K
$681K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$548 - $776
|
5.36K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.32K
$529K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.04% |
$274 - $388
|
97
$39K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$274 - $388
|
1.23K
$496K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.98% |
$274 - $388
|
103
$41.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.47% |
$274 - $388
|
211
$84.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$548 - $776
|
2.64K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3- 0.17% |
$822 - $1.16K
|
1.82K
$730K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4- 0.56% |
$1.1K - $1.55K
|
711
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6- 0.68% |
$1.64K - $2.33K
|
873
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.55% |
$1.64K - $2.33K
|
1.09K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 0.23% |
$2.19K - $3.11K
|
3.41K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.46% |
$5.48K - $7.76K
|
4.36K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$5.48K - $7.76K
|
7.88K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 1.67% |
$6.03K - $8.54K
|
1.3K
$522K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.75% |
$6.85K - $9.71K
|
1.4K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$6.85K - $9.71K
|
6.1K
$2.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.1% |
$6.85K - $9.71K
|
2.25K
$903K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 3.3% |
$7.94K - $11.3K
|
849
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$4.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-33- 3.49% |
$9.04K - $12.8K
|
912
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$661K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-35- 1.96% |
$9.59K - $13.6K
|
1.75K
$704K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 1.71% |
$10.1K - $14.4K
|
2.12K
$854K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.91K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44- 4.8% |
$12.1K - $17.1K
|
873
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46- 0.59% |
$12.6K - $17.9K
|
7.69K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-48- 1.41% |
$13.1K - $18.6K
|
3.35K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-48- 1.44% |
$13.1K - $18.6K
|
3.28K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.04% |
$13.1K - $18.6K
|
904
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 3.86% |
$13.7K - $19.4K
|
1.25K
$501K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-50- 1.68% |
$13.7K - $19.4K
|
2.93K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-52- 1.48% |
$14.2K - $20.2K
|
3.47K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.97% |
$14.5K - $20.6K
|
1.28K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 0.6% |
$15.3K - $21.7K
|
9.21K
$3.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-62- 1.13% |
$17K - $24.1K
|
5.44K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$4.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-74- 11.18% |
$20.3K - $28.7K
|
588
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-82- 8.04% |
$22.5K - $31.8K
|
938
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-84- 31.0% |
$23K - $32.6K
|
187
$75.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 6.42% |
$23.8K - $33.8K
|
1.27K
$510K
|