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 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-12- 0.57% |
$3.29K - $4.66K
|
2.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
16+ 3.95% |
$4.38K - $6.21K
|
421
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
521New |
$143K - $202K
|
521
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
BUY
|
- |
400+ 8.72% |
$110K - $155K
|
4.99K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
536New |
$147K - $208K
|
536
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-110- 0.48% |
$30.1K - $42.7K
|
23K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-179- 2.98% |
$49K - $69.5K
|
5.82K
$3.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
726New |
$199K - $282K
|
726
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.27% |
$822 - $1.16K
|
1.13K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-159- 5.25% |
$43.6K - $61.7K
|
2.87K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
115New |
$31.5K - $44.6K
|
115
$63.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.15% |
$822 - $1.16K
|
1.98K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
660+ 7.99% |
$181K - $256K
|
8.92K
$4.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.2K- 54.95% |
$329K - $466K
|
984
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$274 - $388
|
1.62K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 196.61% |
$794K - $1.13M
|
4.38K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
520New |
$142K - $202K
|
520
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.37K - $1.94K
|
3.65K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
585New |
$160K - $227K
|
585
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$274 - $388
|
699
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-288- 5.22% |
$78.9K - $112K
|
5.23K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
606New |
$166K - $235K
|
606
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
523New |
$143K - $203K
|
523
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13+ 18.06% |
$3.56K - $5.05K
|
85
$46.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-750- 65.62% |
$205K - $291K
|
393
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$907K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$548 - $776
|
2.64K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
750New |
$205K - $291K
|
750
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.31% |
$1.1K - $1.55K
|
310
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-587- 13.49% |
$161K - $228K
|
3.77K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$123K - $175K
|
450
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.47% |
$274 - $388
|
211
$116K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.8KNew |
$4.04M - $5.73M
|
14.8K
$8.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 22.2% |
$26K - $36.9K
|
333
$184K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$560K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
121+ 4.24% |
$33.1K - $47K
|
2.98K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 2.81% |
$9.59K - $13.6K
|
1.28K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
73+ 4.03% |
$20K - $28.3K
|
1.88K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 2.44% |
$7.94K - $11.3K
|
1.22K
$671K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 500.0% |
$1.37K - $1.94K
|
6
$3.31K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3+ 0.44% |
$822 - $1.16K
|
692
$382K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.04% |
$274 - $388
|
97
$53.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 16.29% |
$63.3K - $89.7K
|
1.65K
$910K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
555New |
$152K - $215K
|
555
$306K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.69K- 82.9% |
$737K - $1.04M
|
555
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$6.55M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$3.12M
|
|
| Q1 2025 | |||||||
|
Dec 01, 2025
Q1 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
50+ 4.61% |
$16.3K - $20.4K
|
1.13K
$626K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
48+ 2.37% |
$15.7K - $19.6K
|
2.08K
$1.15M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
319New |
$104K - $130K
|
319
$176K
|
|