Purchases and Sales Made in Q4 2025 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q4 2025. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
31.7K+ 441.34% |
$15.3M - $18.6M
|
38.9K
$21.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29K+ 102.95% |
$13.9M - $17M
|
57.1K
$31.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22.8K+ 468.77% |
$11M - $13.3M
|
27.7K
$15.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
19.2K+ 91561.9% |
$9.25M - $11.3M
|
19.2K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 6.21% |
$5.04M - $6.14M
|
179K
$98.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
8.84K+ 68.57% |
$4.25M - $5.17M
|
21.7K
$12M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
8.44KNew |
$4.06M - $4.94M
|
8.44K
$4.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
7.25KNew |
$3.49M - $4.25M
|
7.25K
$4M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.62K+ 94.93% |
$3.18M - $3.88M
|
13.6K
$7.51M
|
|
|
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 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.05K+ 703.62% |
$2.43M - $2.96M
|
5.77K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.02K+ 7.29% |
$2.41M - $2.94M
|
73.9K
$40.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.42K+ 3.71% |
$2.12M - $2.59M
|
123K
$68.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.95K+ 18.07% |
$1.9M - $2.31M
|
25.8K
$14.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$1.62M - $1.98M
|
3.38K
$1.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.16K+ 9.01% |
$1.52M - $1.85M
|
38.2K
$21.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.96KNew |
$1.42M - $1.73M
|
2.96K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.69KNew |
$1.29M - $1.57M
|
2.69K
$1.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.55K+ 39.0% |
$1.22M - $1.49M
|
9.08K
$5.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.44K+ 17.02% |
$1.17M - $1.43M
|
16.8K
$9.27M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.4K+ 30.7% |
$1.16M - $1.41M
|
10.2K
$5.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4K+ 10.24% |
$1.15M - $1.41M
|
25.9K
$14.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.37KNew |
$1.14M - $1.38M
|
2.37K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.2KNew |
$1.06M - $1.29M
|
2.2K
$1.21M
|
|
|
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 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
1.93KNew |
$928K - $1.13M
|
1.93K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.7K+ 20.96% |
$817K - $995K
|
9.81K
$5.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.62KNew |
$778K - $947K
|
1.62K
$893K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.51K+ 343.05% |
$724K - $882K
|
1.95K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.47K+ 1.96% |
$707K - $861K
|
76.5K
$42.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.4K+ 90.52% |
$675K - $821K
|
2.95K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.36K+ 323.99% |
$656K - $799K
|
1.79K
$985K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.33KNew |
$640K - $779K
|
1.33K
$735K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.25K+ 115.97% |
$601K - $731K
|
2.33K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.22K+ 129.76% |
$587K - $715K
|
2.16K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.19KNew |
$572K - $697K
|
1.19K
$657K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 9.78% |
$553K - $674K
|
12.9K
$7.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.08K+ 270.5% |
$520K - $634K
|
1.48K
$818K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.07K+ 201.7% |
$514K - $626K
|
1.6K
$883K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.03KNew |
$497K - $605K
|
1.03K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
941+ 243.15% |
$452K - $551K
|
1.33K
$733K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
900New |
$433K - $527K
|
900
$497K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
835New |
$401K - $489K
|
835
$461K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
831+ 30.9% |
$400K - $487K
|
3.52K
$1.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
757New |
$364K - $443K
|
757
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
754+ 550.36% |
$363K - $441K
|
891
$492K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
734+ 4.81% |
$353K - $430K
|
16K
$8.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
723+ 22.75% |
$348K - $423K
|
3.9K
$2.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
706New |
$339K - $413K
|
706
$390K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
706New |
$339K - $413K
|
706
$390K
|
|