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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
710New |
$194K - $276K
|
710
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.09KNew |
$299K - $423K
|
1.09K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.57% |
$822 - $1.16K
|
520
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 6.2% |
$4.66K - $6.6K
|
291
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-2.21K- 99.15% |
$604K - $856K
|
19
$10.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.25% |
$5.2K - $7.38K
|
825
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-29- 2.72% |
$7.94K - $11.3K
|
1.04K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
83New |
$22.7K - $32.2K
|
83
$45.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
670New |
$184K - $260K
|
670
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
560New |
$153K - $217K
|
560
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-30- 3.86% |
$8.22K - $11.6K
|
747
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.95KNew |
$809K - $1.15M
|
2.95K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.3KNew |
$356K - $505K
|
1.3K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
487New |
$133K - $189K
|
487
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
PUT |
1.9KNew |
$520K - $738K
|
1.9K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3New |
$822 - $1.16K
|
3
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$548 - $776
|
2
$1.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
308+ 18.4% |
$84.4K - $120K
|
1.98K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.24% |
$274 - $388
|
424
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-237- 41.65% |
$64.9K - $92K
|
332
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
277+ 2.43% |
$75.9K - $108K
|
11.7K
$6.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
537New |
$147K - $208K
|
537
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
550New |
$151K - $214K
|
550
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 1.21% |
$9.86K - $14K
|
2.93K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16K- 10.07% |
$4.39M - $6.22M
|
143K
$79M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
139+ 17.44% |
$38.1K - $54K
|
936
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
661New |
$181K - $257K
|
661
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.85KNew |
$505K - $716K
|
1.85K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-212- 12.42% |
$58.1K - $82.3K
|
1.5K
$825K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$4.93K - $6.99K
|
6.32K
$3.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 1.99% |
$63.8K - $90.5K
|
11.5K
$6.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
687New |
$188K - $267K
|
687
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.44K- 35.63% |
$1.22M - $1.73M
|
8.03K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 10.31% |
$27.4K - $38.8K
|
870
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 2.23% |
$300K - $425K
|
50.2K
$27.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 23.01% |
$82.2K - $116K
|
1K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-91- 5.49% |
$24.9K - $35.3K
|
1.57K
$865K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.6KNew |
$712K - $1.01M
|
2.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.5K+ 26.03% |
$2.6M - $3.69M
|
46K
$25.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
251New |
$68.8K - $97.4K
|
251
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 94.87% |
$10.1K - $14.4K
|
2
$1.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$466K - $660K
|
1.7K
$938K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
10+ 10.0% |
$2.74K - $3.88K
|
110
$60.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-3- 0.03% |
$822 - $1.16K
|
9.55K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
37New |
$10.1K - $14.4K
|
37
$20.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 6.44% |
$5.75K - $8.15K
|
347
$192K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.56KNew |
$428K - $607K
|
1.56K
$863K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 3.96% |
$20.5K - $29.1K
|
1.82K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-13- 0.09% |
$3.56K - $5.05K
|
15K
$8.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
241+ 926.92% |
$66K - $93.6K
|
267
$147K
|
|