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 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-411- 2.75% |
$161K - $196K
|
14.5K
$8.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-65- 1.65% |
$25.4K - $31K
|
3.88K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
13+ 2.05% |
$5.08K - $6.2K
|
648
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-70- 9.21% |
$27.4K - $33.4K
|
690
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
30+ 0.78% |
$11.7K - $14.3K
|
3.89K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-90- 6.86% |
$35.2K - $42.9K
|
1.22K
$675K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
623+ 29.94% |
$244K - $297K
|
2.7K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
149+ 14.81% |
$58.2K - $71.1K
|
1.16K
$638K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 2.22% |
$5.86K - $7.16K
|
692
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
28+ 0.11% |
$10.9K - $13.4K
|
26.5K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.18% |
$1.95K - $2.39K
|
2.75K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
13+ 1.53% |
$5.08K - $6.2K
|
863
$476K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
157+ 1.39% |
$61.4K - $74.9K
|
11.4K
$6.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.84K- 5.64% |
$1.11M - $1.35M
|
47.4K
$26.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
493New |
$193K - $235K
|
493
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-915- 63.54% |
$358K - $437K
|
525
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-209- 5.22% |
$81.7K - $99.7K
|
3.8K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8+ 0.02% |
$3.13K - $3.82K
|
38.3K
$21.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
86+ 3.56% |
$33.6K - $41K
|
2.5K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
240New |
$93.8K - $115K
|
240
$132K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 1.71% |
$1.17K - $1.43K
|
172
$95K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 11.65% |
$4.13M - $5.04M
|
101K
$55.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-921- 0.97% |
$360K - $439K
|
94.4K
$52.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
26+ 0.76% |
$10.2K - $12.4K
|
3.44K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17- 0.88% |
$6.65K - $8.11K
|
1.92K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.29% |
$1.56K - $1.91K
|
1.38K
$760K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-163- 13.12% |
$63.7K - $77.8K
|
1.08K
$596K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
18+ 1.45% |
$7.04K - $8.59K
|
1.26K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1KNew |
$391K - $477K
|
1K
$552K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-14- 0.75% |
$5.47K - $6.68K
|
1.85K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-635- 3.43% |
$248K - $303K
|
17.9K
$9.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.67K+ 24.54% |
$653K - $797K
|
8.48K
$4.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 7.88% |
$58.6K - $71.6K
|
1.75K
$968K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-584- 3.29% |
$228K - $279K
|
17.2K
$9.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$391 - $477
|
1.84K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
96+ 5.08% |
$37.5K - $45.8K
|
1.99K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-68- 3.6% |
$26.6K - $32.4K
|
1.82K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-20.3K- 21.51% |
$7.92M - $9.67M
|
74K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
98+ 0.29% |
$38.3K - $46.8K
|
33.9K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-43- 7.14% |
$16.8K - $20.5K
|
559
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
50+ 4.02% |
$19.5K - $23.9K
|
1.29K
$714K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-146- 4.45% |
$57.1K - $69.7K
|
3.14K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 1.24% |
$29.3K - $35.8K
|
5.98K
$3.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
109+ 1.87% |
$42.6K - $52K
|
5.94K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.1% |
$28.9K - $35.3K
|
3.59K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 26.21% |
$10.6K - $12.9K
|
130
$71.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-35- 5.25% |
$13.7K - $16.7K
|
632
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.1% |
$3.91K - $4.77K
|
9.87K
$5.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
400New |
$156K - $191K
|
400
$221K
|
|