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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
458+ 29.51% |
$179K - $219K
|
2.01K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
632+ 43.08% |
$247K - $302K
|
2.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 9.32% |
$550K - $671K
|
13.7K
$7.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-277- 4.59% |
$108K - $132K
|
5.76K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-718- 4.59% |
$281K - $343K
|
14.9K
$8.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 1.91% |
$34K - $41.5K
|
4.47K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$3.52K - $4.29K
|
11.4K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
630+ 26.64% |
$246K - $301K
|
3K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 0.83% |
$19.5K - $23.9K
|
5.98K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.81% |
$78.2K - $95.4K
|
24.6K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-355- 14.58% |
$139K - $169K
|
2.08K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
70KNew |
$27.4M - $33.4M
|
70K
$38.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
40+ 0.69% |
$15.6K - $19.1K
|
5.87K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-157- 1.55% |
$61.4K - $74.9K
|
9.97K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
466New |
$182K - $222K
|
466
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-371- 46.49% |
$145K - $177K
|
427
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 0.91% |
$928K - $1.13M
|
258K
$142M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8+ 0.68% |
$3.13K - $3.82K
|
1.18K
$654K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.54KNew |
$991K - $1.21M
|
2.54K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-92- 5.47% |
$36K - $43.9K
|
1.59K
$877K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$391 - $477
|
19.8K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
529New |
$207K - $252K
|
529
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 54.55% |
$2.35K - $2.86K
|
17
$9.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-16- 1.19% |
$6.25K - $7.63K
|
1.32K
$731K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.31K- 2.96% |
$511K - $623K
|
42.9K
$23.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
744+ 18.47% |
$291K - $355K
|
4.77K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1+ 0.03% |
$391 - $477
|
2.93K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
253+ 2.1% |
$98.9K - $121K
|
12.3K
$6.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.22K+ 15.07% |
$1.26M - $1.54M
|
24.6K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 1.3% |
$8.21K - $10K
|
1.59K
$880K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.71K- 7.65% |
$668K - $815K
|
20.6K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.64% |
$17.2K - $21K
|
6.95K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
600New |
$235K - $286K
|
600
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
76+ 11.39% |
$29.7K - $36.3K
|
743
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2- 0.29% |
$782 - $954
|
685
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
468New |
$183K - $223K
|
468
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.81K+ 240.24% |
$707K - $863K
|
2.56K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.22K- 64.92% |
$1.26M - $1.54M
|
1.74K
$961K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-18- 1.1% |
$7.04K - $8.59K
|
1.62K
$892K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10K+ 88.24% |
$3.92M - $4.78M
|
21.4K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.33% |
$1.95K - $2.39K
|
1.54K
$851K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
55+ 7.38% |
$21.5K - $26.2K
|
800
$442K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 0.37% |
$1.95K - $2.39K
|
1.35K
$747K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-58- 7.28% |
$22.7K - $27.7K
|
739
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
706+ 6.83% |
$276K - $337K
|
11K
$6.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2+ 0.12% |
$782 - $954
|
1.61K
$888K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
980+ 73.19% |
$383K - $468K
|
2.32K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-15- 0.72% |
$5.86K - $7.16K
|
2.06K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
171+ 5.64% |
$66.8K - $81.6K
|
3.21K
$1.77M
|
|