Companies / Caterpillar Inc / Activity
Activity — Caterpillar Inc
735 moves.
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| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Moody National Bank Trust Division 13F manager | Add | Common stock | $8.5K | +12 +0.36% | 3,362 <0.01% of shares | low |
| Q2 2026 as of | Pallas Capital Advisors LLC 13F manager | Add | Common stock | $8.5K | +8 +0.16% | 4,875 <0.01% of shares | low |
| Q2 2026 as of | Grantvest Financial Group LLC 13F manager | Add | Common stock | $8.5K | +8 +1.25% | 648 <0.01% of shares | low |
| Q3 2025 as of | Pension & Wealth Management Advisors, Inc. 13F manager | Exit | Common stock | $-8.5K | -22 -100.00% | 0 | low |
| Q2 2025 as of | Clark Wealth Partners 13F manager | Trim | Common stock | $-8.9K | -23 -7.28% | 293 <0.01% of shares | low |
| Q4 2024 as of | Ransom Advisory, Ltd 13F manager | Add | Common stock | $9.1K | +25 +1.82% | 1,395 <0.01% of shares | low |
| Q1 2026 as of | Enterprise Financial Services Corp 13F manager | Trim | Common stock | $-9.2K | -13 -1.12% | 1,148 <0.01% of shares | low |
| Q2 2026 as of | Burke & Herbert Bank & Trust Co 13F manager | Trim | Common stock | $-9.6K | -9 -0.20% | 4,387 <0.01% of shares | low |
| Q1 2026 as of | Marquette Asset Management, LLC 13F manager | Add | Common stock | $9.9K | +14 +24.14% | 72 <0.01% of shares | low |
| Q1 2026 as of | Total Investment Management Inc 13F manager | Add | Common stock | $9.9K | +14 +0.46% | 3,073 <0.01% of shares | low |
| Q4 2025 as of | Kilter Group LLC 13F manager | Add | Common stock | $10.3K | +18 +22.78% | 97 <0.01% of shares | low |
| Q1 2026 as of | Oxford Financial Group, Ltd. LLC 13F manager | Add | Common stock | $10.6K | +15 +2.01% | 760 <0.01% of shares | low |
| Q1 2026 as of | Barr E S & Co 13F manager | Trim | Common stock | $-10.6K | -15 -0.92% | 1,620 <0.01% of shares | low |
| Q3 2025 as of | Clark Wealth Partners 13F manager | Add | Common stock | $10.9K | +19 +6.48% | 312 <0.01% of shares | low |
| Q1 2026 as of | Baldwin Wealth Partners LLC/MA 13F manager | Trim | Common stock | $-11.3K | -16 -0.87% | 1,831 <0.01% of shares | low |
| Q4 2025 as of | Chesapeake Asset Management LLC 13F manager | Exit | Common stock | $-11.5K | -35 -100.00% | 0 | low |
| Q1 2026 as of | Cim Investment Management Inc 13F manager | Trim | Common stock | $-12.0K | -17 -0.45% | 3,766 <0.01% of shares | low |
| Q2 2026 as of | Beto Financial Group, LLC 13F manager | Add | Common stock | $12.1K | +14 +2.26% | 634 <0.01% of shares | low |
| Q1 2026 as of | Bcm Advisors, LLC 13F manager | Add | Common stock | $12.2K | +14 +0.20% | 7,048 <0.01% of shares | low |
| Q1 2026 as of | Ifrah Financial Services, Inc. 13F manager | Trim | Common stock | $-12.7K | -18 -3.09% | 565 <0.01% of shares | low |
| Q2 2026 as of | Menard Financial Group LLC 13F manager | Add | Common stock | $12.8K | +12 +0.38% | 3,190 <0.01% of shares | low |
| Q2 2025 as of | Prestige Wealth Management Group LLC 13F manager | Add | Common stock | $13.2K | +34 +1.35% | 2,556 <0.01% of shares | low |
| Q3 2025 as of | Burton Enright Welch 13F manager | Add | Common stock | $13.4K | +28 +1.81% | 1,574 <0.01% of shares | low |
| Q1 2026 as of | Uhlmann Price Securities, LLC 13F manager | Add | Common stock | $13.5K | +19 +3.10% | 631 <0.01% of shares | low |
| Q2 2025 as of | Aventura Private Wealth, LLC 13F manager | Add | Common stock | $14.0K | +36 +3.91% | 957 <0.01% of shares | low |
| Q1 2026 as of | Dearborn Partners LLC 13F manager | Trim | Common stock | $-14.2K | -20 -0.07% | 28,643 <0.01% of shares | low |
| Q1 2026 as of | Icon Advisers INC/CO 13F manager | Exit | Common stock | $-14.3K | -25 -100.00% | 0 | low |
| Q3 2024 as of | Prestige Wealth Management Group LLC 13F manager | Trim | Common stock | $-14.9K | -38 -1.54% | 2,425 <0.01% of shares | low |
| Q1 2026 as of | Ironwood Investment Counsel, LLC 13F manager | Trim | Common stock | $-14.9K | -21 -0.70% | 2,965 <0.01% of shares | low |
| Q1 2026 as of | Hall Capital Management Co Inc 13F manager | Add | Common stock | $16.0K | +18 +3.03% | 613 <0.01% of shares | low |
| Q1 2026 as of | Kimelman & Baird, LLC 13F manager | Add | Common stock | $17.0K | +24 +24.00% | 124 <0.01% of shares | low |
| Q1 2026 as of | Pekin Hardy Strauss, Inc. 13F manager | Trim | Common stock | $-17.7K | -25 -2.82% | 863 <0.01% of shares | low |
| Q1 2026 as of | Headinvest, LLC 13F manager | Trim | Common stock | $-17.7K | -25 -6.53% | 358 <0.01% of shares | low |
| Q2 2024 as of | Ransom Advisory, Ltd 13F manager | Trim | Common stock | $-18.3K | -55 -3.86% | 1,370 <0.01% of shares | low |
| Q1 2026 as of | Horrell Capital Management, Inc. 13F manager | Trim | Common stock | $-18.4K | -26 -11.50% | 200 <0.01% of shares | low |
| Q1 2026 as of | Legacy Private Trust Co. 13F manager | Add | Common stock | $19.1K | +27 +1.21% | 2,258 <0.01% of shares | low |
| Q2 2026 as of | Persistent Asset Partners Ltd 13F manager | New | Common stock | $19.2K | +18 | 18 <0.01% of shares | low |
| Q1 2026 as of | Excalibur Management Corp 13F manager | Trim | Common stock | $-19.8K | -28 -1.50% | 1,843 <0.01% of shares | low |
| Q4 2025 as of | Noble Wealth Management PBC 13F manager | Add | Common stock | $20.1K | +35 +140.00% | 60 <0.01% of shares | low |
| Q2 2026 as of | Cypress Asset Management INC/TX 13F manager | Add | Common stock | $20.2K | +19 +0.71% | 2,683 <0.01% of shares | low |
| Q2 2026 as of | STAR Financial Bank 13F manager | Trim | Common stock | $-20.2K | -19 -2.20% | 844 <0.01% of shares | low |
| Q1 2026 as of | Aldebaran Financial Inc. 13F manager | Add | Common stock | $21.3K | +30 +3.96% | 788 <0.01% of shares | low |
| Q1 2026 as of | TCV Trust & Wealth Management, Inc. 13F manager | Trim | Common stock | $-21.3K | -30 -1.69% | 1,741 <0.01% of shares | low |
| Q1 2026 as of | Cypress Capital Group 13F manager | Trim | Common stock | $-22.0K | -31 -0.73% | 4,225 <0.01% of shares | low |
| Q1 2026 as of | Peoples Financial Services Corp. 13F manager | Trim | Common stock | $-22.7K | -32 -1.48% | 2,125 <0.01% of shares | low |
| Q2 2025 as of | Nalls Sherbakoff Group, LLC 13F manager | Trim | Common stock | $-23.7K | -61 -38.85% | 96 <0.01% of shares | low |
| Q1 2026 as of | North Star Asset Management Inc 13F manager | Add | Common stock | $24.1K | +34 +1.42% | 2,432 <0.01% of shares | low |
| Q1 2026 as of | Prelude Capital Management, LLC 13F manager | Trim | Common stock | $-24.8K | -35 -4.13% | 813 <0.01% of shares | low |
| Q1 2026 as of | Evermay Wealth Management LLC 13F manager | Add | Common stock | $24.8K | +35 +1.08% | 3,262 <0.01% of shares | low |
| Q2 2026 as of | Boyd Watterson Asset Management LLC/OH 13F manager | Trim | Common stock | $-25.6K | -24 -0.23% | 10,281 <0.01% of shares | low |