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 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$8.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-785- 32.76% |
$215K - $305K
|
1.61K
$648K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$8.31M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$30.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$8.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.42K- 3.58% |
$389K - $551K
|
38.3K
$15.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.46K- 18.87% |
$400K - $566K
|
6.27K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.82K- 76.72% |
$499K - $707K
|
553
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.99K- 79.88% |
$544K - $771K
|
500
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.05K- 12.76% |
$560K - $794K
|
14K
$5.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 4.69% |
$640K - $906K
|
47.4K
$19.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.69K- 82.9% |
$737K - $1.04M
|
555
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.85K- 27.02% |
$780K - $1.11M
|
7.69K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.91K- 68.37% |
$796K - $1.13M
|
1.34K
$541K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 25.89% |
$945K - $1.34M
|
9.87K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 34.19% |
$1.11M - $1.57M
|
7.78K
$3.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-10.8K- 89.74% |
$2.97M - $4.21M
|
1.24K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.2K- 68.67% |
$3.08M - $4.37M
|
5.13K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.8K- 19.22% |
$10.1M - $14.3M
|
155K
$62.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-120K- 83.75% |
$32.8M - $46.5M
|
23.3K
$9.35M
|