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 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
428New |
$167K - $204K
|
428
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-7.56K- 44.19% |
$2.96M - $3.61M
|
9.55K
$5.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-324- 21.33% |
$127K - $155K
|
1.2K
$660K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
84+ 1.38% |
$32.8K - $40.1K
|
6.19K
$3.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-67- 0.59% |
$26.2K - $32K
|
11.3K
$6.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
486New |
$190K - $232K
|
486
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.95K+ 5.36% |
$1.55M - $1.89M
|
77.7K
$42.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
43+ 14.14% |
$16.8K - $20.5K
|
347
$192K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
425New |
$166K - $203K
|
425
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
535New |
$209K - $255K
|
535
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 2.99% |
$66.8K - $81.6K
|
5.55K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.39K- 13.93% |
$2.5M - $3.05M
|
39.5K
$21.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 9.69% |
$1.07M - $1.31M
|
25.5K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.27K- 6.5% |
$497K - $606K
|
18.3K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-230- 1.18% |
$89.9K - $110K
|
19.3K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
SELL
|
- |
-139- 0.96% |
$54.3K - $66.3K
|
14.4K
$7.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-496- 5.13% |
$194K - $237K
|
9.18K
$5.07M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 0.89% |
$469K - $573K
|
134K
$73.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
440New |
$172K - $210K
|
440
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
173+ 24.61% |
$67.6K - $82.5K
|
876
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
457New |
$179K - $218K
|
457
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.01K- 20.73% |
$784K - $957K
|
7.67K
$4.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-35- 2.07% |
$13.7K - $16.7K
|
1.65K
$912K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-426- 3.41% |
$167K - $203K
|
12.1K
$6.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
14+ 1.64% |
$5.47K - $6.68K
|
870
$480K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-7- 1.16% |
$2.74K - $3.34K
|
595
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-136- 4.29% |
$53.2K - $64.9K
|
3.04K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
32+ 4.0% |
$12.5K - $15.3K
|
832
$459K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25+ 1.01% |
$9.77K - $11.9K
|
2.51K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-3.38K- 27.22% |
$1.32M - $1.61M
|
9.04K
$4.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-92- 9.22% |
$36K - $43.9K
|
906
$500K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
15.8K+ 138.09% |
$6.17M - $7.53M
|
27.2K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 14.02% |
$780K - $952K
|
12.2K
$6.75M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
822New |
$321K - $392K
|
822
$454K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.19% |
$7.82K - $9.54K
|
10.7K
$5.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
392+ 3.9% |
$153K - $187K
|
10.5K
$5.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3- 0.19% |
$1.17K - $1.43K
|
1.54K
$852K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 1.24% |
$6.25K - $7.63K
|
1.3K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-247- 18.32% |
$96.6K - $118K
|
1.1K
$608K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-32- 3.04% |
$12.5K - $15.3K
|
1.02K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-49- 0.49% |
$19.2K - $23.4K
|
9.89K
$5.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
471New |
$184K - $225K
|
471
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 2.87% |
$11.3K - $13.8K
|
982
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-242K- 34.56% |
$94.7M - $116M
|
459K
$253M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.05KNew |
$410K - $501K
|
1.05K
$580K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.34K- 10.48% |
$913K - $1.11M
|
20K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.89K+ 41.76% |
$737K - $899K
|
6.4K
$3.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-65- 2.77% |
$25.4K - $31K
|
2.28K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
20+ 2.53% |
$7.82K - $9.54K
|
811
$448K
|
|