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 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
7.25KNew |
$3.49M - $4.25M
|
7.25K
$4M
|
|
|
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 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.16K+ 9.01% |
$1.52M - $1.85M
|
38.2K
$21.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.17% |
$962 - $1.17K
|
1.18K
$649K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400New |
$192K - $234K
|
400
$221K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.08% |
$481 - $585
|
1.28K
$707K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-4.62K- 38.97% |
$2.22M - $2.71M
|
7.24K
$4M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
20+ 2.89% |
$9.62K - $11.7K
|
711
$393K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
351New |
$169K - $206K
|
351
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1+ 0.12% |
$481 - $585
|
812
$448K
|
|
|
Jan 16, 2026
Q4 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-100- 5.88% |
$48.1K - $58.5K
|
1.6K
$883K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-260- 1.57% |
$125K - $152K
|
16.3K
$9.01M
|
|
|
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 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-234- 1.96% |
$113K - $137K
|
11.7K
$6.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
26+ 3.14% |
$12.5K - $15.2K
|
854
$471K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-9- 0.53% |
$4.33K - $5.27K
|
1.69K
$931K
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.25% |
$12K - $14.6K
|
9.81K
$5.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-36- 0.25% |
$17.3K - $21.1K
|
14.3K
$7.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-200- 16.95% |
$96.2K - $117K
|
980
$541K
|
|
|
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 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.56% |
$3.37K - $4.1K
|
1.25K
$690K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
146+ 12.94% |
$70.2K - $85.5K
|
1.27K
$703K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
10+ 1.02% |
$4.81K - $5.85K
|
993
$548K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
33+ 1.03% |
$15.9K - $19.3K
|
3.25K
$1.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
364New |
$175K - $213K
|
364
$201K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
72New |
$34.6K - $42.2K
|
72
$39.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
98+ 13.92% |
$47.1K - $57.4K
|
802
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14+ 0.35% |
$6.73K - $8.2K
|
4.01K
$2.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 1.54% |
$9.62K - $11.7K
|
1.28K
$708K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.47% |
$4.33K - $5.27K
|
1.93K
$1.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.6% |
$4.81K - $5.85K
|
1.67K
$921K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-26- 0.59% |
$12.5K - $15.2K
|
4.36K
$2.41M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
4+ 0.3% |
$1.92K - $2.34K
|
1.36K
$750K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.36K+ 323.99% |
$656K - $799K
|
1.79K
$985K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
36+ 7.2% |
$17.3K - $21.1K
|
536
$296K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.85% |
$337K - $410K
|
23.9K
$13.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3+ 0.08% |
$1.44K - $1.76K
|
3.58K
$1.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-5.72K- 1.14% |
$2.75M - $3.35M
|
494K
$273M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-60- 5.07% |
$28.8K - $35.1K
|
1.12K
$621K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
8+ 0.93% |
$3.85K - $4.68K
|
866
$478K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 0.94% |
$7.21K - $8.78K
|
1.61K
$889K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
835New |
$401K - $489K
|
835
$461K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
44+ 4.7% |
$21.2K - $25.8K
|
980
$541K
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.14% |
$481 - $585
|
719
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173+ 12.51% |
$83.2K - $101K
|
1.56K
$859K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
396+ 3.73% |
$190K - $232K
|
11K
$6.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-50- 4.21% |
$24K - $29.3K
|
1.14K
$629K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-250- 22.94% |
$120K - $146K
|
840
$464K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
336+ 31.85% |
$162K - $197K
|
1.39K
$768K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
396New |
$190K - $232K
|
396
$219K
|
|