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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.73K+ 84.69% |
$566K - $706K
|
3.78K
$2.09M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
17.9KNew |
$5.84M - $7.29M
|
17.9K
$9.87M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
63+ 3.74% |
$20.6K - $25.7K
|
1.75K
$966K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
176New |
$57.5K - $71.7K
|
176
$97.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
658New |
$215K - $268K
|
658
$363K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-450- 35.77% |
$147K - $183K
|
808
$446K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.29K- 71.63% |
$1.4M - $1.75M
|
1.7K
$938K
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-14.3K- 36.31% |
$4.68M - $5.84M
|
25.1K
$13.9M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-11- 1.67% |
$3.59K - $4.48K
|
646
$357K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.05% |
$327 - $408
|
2.18K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$327 - $408
|
1
$552
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
91.7KNew |
$30M - $37.4M
|
91.7K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.36KNew |
$771K - $962K
|
2.36K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.78KNew |
$1.23M - $1.54M
|
3.78K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17+ 154.55% |
$5.55K - $6.93K
|
28
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.91% |
$16.3K - $20.4K
|
796
$439K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-830- 10.39% |
$271K - $338K
|
7.16K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
497+ 1.87% |
$162K - $203K
|
27.1K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-163- 6.83% |
$53.3K - $66.4K
|
2.22K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 16.84% |
$327K - $408K
|
4.94K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.67K- 56.87% |
$1.85M - $2.31M
|
4.3K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
387+ 34.43% |
$126K - $158K
|
1.51K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
10.6KNew |
$3.45M - $4.3M
|
10.6K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15+ 0.73% |
$4.9K - $6.11K
|
2.07K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.3K- 35.19% |
$7.61M - $9.49M
|
42.9K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.45KNew |
$801K - $999K
|
2.45K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
190New |
$62.1K - $77.4K
|
190
$105K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
650+ 928.57% |
$212K - $265K
|
720
$397K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
250New |
$81.7K - $102K
|
250
$138K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
34.8KNew |
$11.4M - $14.2M
|
34.8K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
37+ 3.07% |
$12.1K - $15.1K
|
1.24K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-98.6K- 100.0% |
$32.2M - $40.2M
|
3
$1.66K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.96K- 89.87% |
$1.95M - $2.43M
|
671
$370K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
264K+ 1269.21% |
$86.3M - $108M
|
285K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.36K- 44.94% |
$772K - $963K
|
2.89K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.47KNew |
$479K - $597K
|
1.47K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
402+ 11.44% |
$131K - $164K
|
3.92K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 15.24% |
$8.17K - $10.2K
|
189
$104K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$327 - $408
|
728
$402K
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.5KNew |
$1.14M - $1.43M
|
3.5K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-792- 11.32% |
$259K - $323K
|
6.21K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
27.6KNew |
$9.02M - $11.3M
|
27.6K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$1.46M - $1.82M
|
4.46K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-98.5K- 60.85% |
$32.2M - $40.1M
|
63.4K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
172+ 40.28% |
$56.2K - $70.1K
|
599
$331K
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.7KNew |
$555K - $692K
|
1.7K
$937K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
8.5KNew |
$2.78M - $3.46M
|
8.5K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-123- 9.56% |
$40.2K - $50.1K
|
1.16K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-3- 0.32% |
$980 - $1.22K
|
924
$510K
|
|