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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.18KNew |
$324K - $460K
|
1.18K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
595New |
$163K - $231K
|
595
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-100- 1.83% |
$27.4K - $38.8K
|
5.36K
$2.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-34- 5.48% |
$9.31K - $13.2K
|
587
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-655- 26.16% |
$179K - $254K
|
1.85K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.3KNew |
$356K - $504K
|
1.3K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 266.67% |
$2.19K - $3.11K
|
11
$6.07K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.17KNew |
$321K - $455K
|
1.17K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.08% |
$1.64K - $2.33K
|
7.57K
$4.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 69.18% |
$27.7K - $39.2K
|
247
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
32.4KNew |
$8.89M - $12.6M
|
32.4K
$17.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
253+ 9.69% |
$69.3K - $98.2K
|
2.87K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-174- 2.83% |
$47.7K - $67.5K
|
5.98K
$3.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-740- 5.48% |
$203K - $287K
|
12.8K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-50- 7.26% |
$13.7K - $19.4K
|
639
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
604New |
$165K - $234K
|
604
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-248- 20.03% |
$67.9K - $96.3K
|
990
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.11% |
$548 - $776
|
1.79K
$985K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
265New |
$72.6K - $103K
|
265
$146K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-225- 20.13% |
$61.6K - $87.3K
|
893
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
73+ 7.78% |
$20K - $28.3K
|
1.01K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
516New |
$141K - $200K
|
516
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
250+ 12.7% |
$68.5K - $97.1K
|
2.22K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-15- 1.58% |
$4.11K - $5.82K
|
935
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-258- 16.13% |
$70.7K - $100K
|
1.34K
$741K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-65- 4.2% |
$17.8K - $25.2K
|
1.48K
$818K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
3+ 0.34% |
$822 - $1.16K
|
880
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
573New |
$157K - $222K
|
573
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 8.22% |
$27.4K - $38.8K
|
1.32K
$727K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
592New |
$162K - $230K
|
592
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-314- 19.74% |
$86K - $122K
|
1.28K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8+ 0.27% |
$2.19K - $3.11K
|
2.97K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.21% |
$274 - $388
|
484
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
50+ 2.38% |
$13.7K - $19.4K
|
2.15K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$274 - $388
|
1.79K
$987K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-15- 7.35% |
$4.11K - $5.82K
|
189
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.87% |
$27.4K - $38.8K
|
2.49K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
550New |
$151K - $214K
|
550
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-217- 2.29% |
$59.4K - $84.2K
|
9.25K
$5.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
583New |
$160K - $226K
|
583
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 0.47% |
$4.66K - $6.6K
|
3.62K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13- 0.69% |
$3.56K - $5.05K
|
1.87K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
36+ 1.71% |
$9.86K - $14K
|
2.14K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.76% |
$9.04K - $12.8K
|
1.85K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-176- 6.02% |
$48.2K - $68.3K
|
2.75K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.12% |
$274 - $388
|
864
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-369- 11.39% |
$101K - $143K
|
2.87K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 5.45% |
$12.3K - $17.5K
|
781
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
528New |
$145K - $205K
|
528
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-85- 7.44% |
$23.3K - $33K
|
1.06K
$584K
|
|