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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-169K- 11.15% |
$66.1M - $80.7M
|
1.35M
$744M
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.84K- 59.51% |
$720K - $879K
|
1.25K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-54.3K- 99.06% |
$21.2M - $25.9M
|
517
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 1.93% |
$4.3K - $5.25K
|
559
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-1.26K- 34.58% |
$493K - $602K
|
2.39K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-20K- 80.0% |
$7.82M - $9.54M
|
5K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.51K+ 51.81% |
$982K - $1.2M
|
7.36K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.65K- 46.67% |
$1.43M - $1.74M
|
4.17K
$2.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-21.1K- 24.35% |
$8.24M - $10.1M
|
65.5K
$36.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-256- 4.43% |
$100K - $122K
|
5.52K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-47- 7.85% |
$18.4K - $22.4K
|
552
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-42- 3.45% |
$16.4K - $20K
|
1.17K
$648K
|
|
|
Nov 13, 2025
Q3 2025
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
18KNew |
$7.04M - $8.59M
|
18K
$9.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-356- 45.88% |
$139K - $170K
|
420
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-25- 3.93% |
$9.77K - $11.9K
|
611
$337K
|
|
|
Nov 13, 2025
Q3 2025
|
Highview Capital Management LLC
|
BUY
|
- |
3.51K+ 343.63% |
$1.37M - $1.67M
|
4.53K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
556New |
$217K - $265K
|
556
$307K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
428New |
$167K - $204K
|
428
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.6KNew |
$624K - $761K
|
1.6K
$881K
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-195- 11.58% |
$76.2K - $93K
|
1.49K
$822K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-301- 5.58% |
$118K - $144K
|
5.09K
$2.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.47K- 2.83% |
$1.35M - $1.65M
|
119K
$65.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-968- 34.63% |
$378K - $462K
|
1.83K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.38K+ 6.49% |
$538K - $657K
|
22.6K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-1.19K- 17.08% |
$464K - $566K
|
5.76K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
754New |
$295K - $360K
|
754
$416K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.7K- 0.9% |
$5.73M - $7M
|
1.62M
$894M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-72.5K- 25.89% |
$28.3M - $34.6M
|
208K
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.07KNew |
$808K - $986K
|
2.07K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.87K- 6.04% |
$731K - $892K
|
29.1K
$16M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-946- 7.2% |
$370K - $451K
|
12.2K
$6.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-64- 0.72% |
$25K - $30.5K
|
8.82K
$4.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.14% |
$391 - $477
|
707
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
214K+ 1140.58% |
$83.7M - $102M
|
233K
$128M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
355+ 12.54% |
$139K - $169K
|
3.19K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.13K- 2.69% |
$441K - $538K
|
40.8K
$22.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.46K+ 3.91% |
$3.31M - $4.04M
|
225K
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.59% |
$1.17K - $1.43K
|
515
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-427- 20.72% |
$167K - $204K
|
1.63K
$902K
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
130K+ 34.8% |
$51M - $62.2M
|
505K
$279M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
82+ 1.15% |
$32.1K - $39.1K
|
7.21K
$3.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21+ 0.03% |
$8.21K - $10K
|
81K
$44.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-12K- 39.63% |
$4.7M - $5.74M
|
18.3K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-383- 3.76% |
$150K - $183K
|
9.8K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.08K- 3.32% |
$811K - $990K
|
60.4K
$33.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-320K- 9.74% |
$125M - $153M
|
2.96M
$1.64B
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
104K+ 253.18% |
$40.6M - $49.5M
|
145K
$79.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 1.08% |
$15.6K - $19.1K
|
3.68K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.16KNew |
$845K - $1.03M
|
2.16K
$1.19M
|
|