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 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
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$1.1K - $1.55K
|
4
$2.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72New |
$19.7K - $28K
|
72
$39.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-54- 1.32% |
$14.8K - $21K
|
4.04K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-550- 14.47% |
$151K - $214K
|
3.25K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
28+ 5.86% |
$7.67K - $10.9K
|
506
$279K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
583New |
$160K - $226K
|
583
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-591- 13.85% |
$162K - $229K
|
3.68K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.01% |
$548 - $776
|
37.3K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
44+ 3.33% |
$12.1K - $17.1K
|
1.37K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
600New |
$164K - $233K
|
600
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$24.1K - $34.2K
|
88
$48.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-11.9K- 37.66% |
$3.26M - $4.62M
|
19.7K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-944- 50.0% |
$259K - $366K
|
944
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-121- 11.66% |
$33.1K - $47K
|
917
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 8.17% |
$22.2K - $31.4K
|
1.07K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130+ 2.04% |
$35.6K - $50.5K
|
6.52K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$304K - $431K
|
1.11K
$612K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.8KNew |
$493K - $699K
|
1.8K
$994K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
66+ 2.75% |
$18.1K - $25.6K
|
2.46K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
149+ 23.99% |
$40.8K - $57.8K
|
770
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.55K- 3.72% |
$423K - $600K
|
40K
$22.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 0.99% |
$13.7K - $19.4K
|
4.98K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$822 - $1.16K
|
1.02K
$561K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
347+ 3.94% |
$95.1K - $135K
|
9.15K
$5.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
139+ 33.1% |
$38.1K - $54K
|
559
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
11+ 1.61% |
$3.01K - $4.27K
|
696
$384K
|
|