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 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
40+ 5.55% |
$11K - $15.5K
|
761
$420K
|
|
|
Aug 07, 2025
Q2 2025
|
Bornite Capital Management LP
|
BUY
|
- |
60KNew |
$16.4M - $23.3M
|
60K
$33.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 10.34% |
$29K - $41.2K
|
1.13K
$624K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
562New |
$154K - $218K
|
562
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$280K - $397K
|
1.02K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 3.05% |
$5.48K - $7.76K
|
635
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-170- 3.44% |
$46.6K - $66K
|
4.77K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 13.89% |
$137K - $194K
|
4.1K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 7.46% |
$20.5K - $29.1K
|
930
$513K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
550New |
$151K - $214K
|
550
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$274 - $388
|
2.3K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-729- 7.56% |
$200K - $283K
|
8.91K
$4.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 200.0% |
$137K - $194K
|
750
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 1.21% |
$3.29K - $4.66K
|
977
$539K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 14.79% |
$137K - $194K
|
2.88K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-78- 6.92% |
$21.4K - $30.3K
|
1.05K
$579K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-175- 63.64% |
$47.9K - $67.9K
|
100
$55.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
22+ 8.43% |
$6.03K - $8.54K
|
283
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.23K- 15.49% |
$336K - $476K
|
6.69K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.35KNew |
$1.47M - $2.08M
|
5.35K
$2.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-444- 41.38% |
$122K - $172K
|
629
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2+ 0.15% |
$548 - $776
|
1.33K
$735K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-10- 1.18% |
$2.74K - $3.88K
|
840
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-300- 2.09% |
$82.2K - $116K
|
14K
$7.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.1% |
$274 - $388
|
1.02K
$561K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
516New |
$141K - $200K
|
516
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 0.61% |
$7.12K - $10.1K
|
4.28K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-33- 1.33% |
$9.04K - $12.8K
|
2.46K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 1.85% |
$4.11K - $5.82K
|
795
$439K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88KNew |
$515K - $730K
|
1.88K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 1.81% |
$8.22K - $11.6K
|
1.63K
$897K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
694New |
$190K - $269K
|
694
$383K
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
94+ 3.48% |
$25.8K - $36.5K
|
2.8K
$1.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 8.87% |
$27.4K - $38.8K
|
1.03K
$567K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-800- 3.38% |
$219K - $311K
|
22.9K
$12.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-26- 1.44% |
$7.12K - $10.1K
|
1.78K
$982K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-34- 2.04% |
$9.31K - $13.2K
|
1.64K
$903K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 5.0% |
$274 - $388
|
21
$11.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-154- 41.18% |
$42.2K - $59.8K
|
220
$121K
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
600+ 0.18% |
$164K - $233K
|
329K
$181M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
354New |
$97K - $137K
|
354
$195K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17+ 121.43% |
$4.66K - $6.6K
|
31
$17.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$4.11K - $5.82K
|
3.48K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-300- 46.08% |
$82.2K - $116K
|
351
$194K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
584New |
$160K - $227K
|
584
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-319- 73.17% |
$87.4K - $124K
|
117
$64.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-115- 14.02% |
$31.5K - $44.6K
|
705
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
45+ 0.82% |
$12.3K - $17.5K
|
5.54K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
110+ 2.61% |
$30.1K - $42.7K
|
4.32K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-46.2K- 12.4% |
$12.7M - $17.9M
|
327K
$180M
|
|