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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-75- 4.42% |
$36.1K - $43.9K
|
1.62K
$895K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 13.16% |
$28.8K - $35.1K
|
396
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8+ 0.61% |
$3.85K - $4.68K
|
1.31K
$723K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
373New |
$179K - $218K
|
373
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
706New |
$339K - $413K
|
706
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
571+ 14.33% |
$275K - $334K
|
4.56K
$2.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.12% |
$25.5K - $31K
|
44.2K
$24.4M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.82% |
$14.9K - $18.2K
|
843
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3+ 0.48% |
$1.44K - $1.76K
|
623
$344K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
41+ 1.55% |
$19.7K - $24K
|
2.68K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.37K- 36.39% |
$659K - $802K
|
2.4K
$1.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
12+ 0.53% |
$5.77K - $7.03K
|
2.28K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
369New |
$177K - $216K
|
369
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
757New |
$364K - $443K
|
757
$418K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.05% |
$481 - $585
|
1.92K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-58- 1.3% |
$27.9K - $34K
|
4.41K
$2.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
477New |
$229K - $279K
|
477
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.5K- 7.07% |
$723K - $880K
|
19.8K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.39% |
$6.73K - $8.2K
|
3.6K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7- 0.86% |
$3.37K - $4.1K
|
803
$443K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
369New |
$177K - $216K
|
369
$204K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
62+ 2.26% |
$29.8K - $36.3K
|
2.8K
$1.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8- 0.58% |
$3.85K - $4.68K
|
1.38K
$763K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
22+ 1.25% |
$10.6K - $12.9K
|
1.78K
$984K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-93- 3.13% |
$44.7K - $54.5K
|
2.88K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
13+ 1.35% |
$6.25K - $7.61K
|
973
$537K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
534New |
$257K - $313K
|
534
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 1.07% |
$9.62K - $11.7K
|
1.85K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 7.24% |
$36.1K - $43.9K
|
1.11K
$613K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.76% |
$30.3K - $36.9K
|
8.39K
$4.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-150- 21.19% |
$72.1K - $87.8K
|
558
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48+ 2.31% |
$23.1K - $28.1K
|
2.13K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-118- 1.99% |
$56.7K - $69.1K
|
5.81K
$3.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.71K- 4.75% |
$1.3M - $1.59M
|
54.3K
$30M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
95+ 18.77% |
$45.7K - $55.6K
|
601
$332K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.79% |
$7.69K - $9.37K
|
2.01K
$1.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-50- 0.49% |
$24K - $29.3K
|
10.2K
$5.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-206- 36.59% |
$99K - $121K
|
357
$197K
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-90- 4.77% |
$43.3K - $52.7K
|
1.8K
$991K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.33KNew |
$640K - $779K
|
1.33K
$735K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
243+ 7.17% |
$117K - $142K
|
3.63K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.45% |
$28.4K - $34.5K
|
13.3K
$7.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
221+ 14.46% |
$106K - $129K
|
1.75K
$966K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.68% |
$1.92K - $2.34K
|
588
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-76- 4.0% |
$36.5K - $44.5K
|
1.82K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 2.49% |
$24.5K - $29.9K
|
2.1K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
217+ 4.04% |
$104K - $127K
|
5.59K
$3.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.09% |
$1.92K - $2.34K
|
4.58K
$2.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
129+ 1.01% |
$62K - $75.5K
|
12.9K
$7.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-857- 5.16% |
$412K - $502K
|
15.7K
$8.69M
|
|