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 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
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
10New |
$4.81K - $5.85K
|
10
$5.52K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 4.2% |
$11.5K - $14.1K
|
596
$329K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.92K - $2.34K
|
1.72K
$948K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-87- 1.37% |
$41.8K - $50.9K
|
6.25K
$3.45M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1- 0.03% |
$481 - $585
|
3.67K
$2.03M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-117- 5.44% |
$56.3K - $68.5K
|
2.04K
$1.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 9.07% |
$144K - $176K
|
3.61K
$1.99M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1+ 0.12% |
$481 - $585
|
814
$449K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
134+ 3.16% |
$64.4K - $78.5K
|
4.38K
$2.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 4.87% |
$12K - $14.6K
|
488
$269K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 1.09% |
$4.81K - $5.85K
|
927
$512K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
52+ 3.03% |
$25K - $30.4K
|
1.77K
$977K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.09% |
$481 - $585
|
1.17K
$646K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 10.46% |
$60.1K - $73.2K
|
1.07K
$591K
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.07K- 6.25% |
$995K - $1.21M
|
31K
$17.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-173- 1.88% |
$83.2K - $101K
|
9.05K
$5M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.19K+ 238.22% |
$1.05M - $1.28M
|
3.12K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 40.0% |
$14.4K - $17.6K
|
105
$58K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-6- 0.19% |
$2.88K - $3.51K
|
3.2K
$1.77M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
445New |
$214K - $261K
|
445
$246K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.4K+ 11.42% |
$2.59M - $3.16M
|
52.6K
$29.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-48- 3.42% |
$23.1K - $28.1K
|
1.36K
$749K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-461- 8.49% |
$222K - $270K
|
4.97K
$2.74M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-68- 15.35% |
$32.7K - $39.8K
|
375
$207K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
79+ 59.4% |
$38K - $46.3K
|
212
$117K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.55K+ 39.0% |
$1.22M - $1.49M
|
9.08K
$5.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.95K+ 18.07% |
$1.9M - $2.31M
|
25.8K
$14.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
31.7K+ 441.34% |
$15.3M - $18.6M
|
38.9K
$21.5M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-56- 5.3% |
$26.9K - $32.8K
|
1K
$552K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
35+ 140.0% |
$16.8K - $20.5K
|
60
$33.1K
|
|