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 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
115+ 2.93% |
$45K - $54.9K
|
4.04K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-278- 10.42% |
$109K - $133K
|
2.39K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15+ 1.06% |
$5.86K - $7.16K
|
1.43K
$787K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-943- 3.7% |
$369K - $450K
|
24.5K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.22K+ 5.13% |
$477K - $582K
|
25K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
238+ 4.59% |
$93K - $114K
|
5.42K
$2.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.39K- 1.71% |
$935K - $1.14M
|
137K
$75.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.19K- 30.43% |
$465K - $568K
|
2.72K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
955+ 105.06% |
$373K - $456K
|
1.86K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-252- 2.44% |
$98.5K - $120K
|
10.1K
$5.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 1.58% |
$122K - $149K
|
19.4K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
368+ 10.5% |
$144K - $176K
|
3.87K
$2.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
188+ 0.93% |
$73.5K - $89.7K
|
20.4K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
298+ 7.21% |
$116K - $142K
|
4.43K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
267+ 15.96% |
$104K - $127K
|
1.94K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 1.23% |
$782 - $954
|
164
$90.5K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
31K+ 3.11% |
$12.1M - $14.8M
|
1.03M
$566M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
22+ 3.49% |
$8.6K - $10.5K
|
653
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
54+ 0.46% |
$21.1K - $25.8K
|
11.8K
$6.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
500New |
$195K - $239K
|
500
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
63+ 7.94% |
$24.6K - $30.1K
|
856
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
11+ 183.33% |
$4.3K - $5.25K
|
17
$9.38K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-159K- 41.53% |
$62.2M - $75.9M
|
224K
$124M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.8K+ 16.29% |
$1.88M - $2.29M
|
34.3K
$18.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-11.6K- 6.82% |
$4.54M - $5.54M
|
159K
$87.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.04% |
$391 - $477
|
2.29K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11.2K- 86.08% |
$4.36M - $5.32M
|
1.8K
$996K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-40- 0.58% |
$15.6K - $19.1K
|
6.91K
$3.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
532New |
$208K - $254K
|
532
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
440+ 7.06% |
$172K - $210K
|
6.67K
$3.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.2% |
$1.95K - $2.39K
|
2.46K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.12K- 14.47% |
$439K - $536K
|
6.64K
$3.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-371- 1.32% |
$145K - $177K
|
27.6K
$15.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36+ 0.86% |
$14.1K - $17.2K
|
4.21K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-445- 12.2% |
$174K - $212K
|
3.2K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 5.0% |
$81.3K - $99.2K
|
4.37K
$2.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-363- 25.21% |
$142K - $173K
|
1.08K
$595K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 1.08% |
$25.4K - $31K
|
5.98K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20- 1.93% |
$7.82K - $9.54K
|
1.01K
$560K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
512New |
$200K - $244K
|
512
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-452- 96.79% |
$177K - $216K
|
15
$8.28K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
124+ 0.59% |
$48.5K - $59.2K
|
21.3K
$11.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-1.48K- 3.69% |
$580K - $708K
|
38.7K
$21.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6- 0.21% |
$2.35K - $2.86K
|
2.85K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-489- 0.72% |
$191K - $233K
|
67.6K
$37.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-185- 1.77% |
$72.3K - $88.3K
|
10.3K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$391 - $477
|
1.19K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.93% |
$13.7K - $16.7K
|
3.73K
$2.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-85- 3.8% |
$33.2K - $40.6K
|
2.15K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.01K- 7.48% |
$394K - $481K
|
12.5K
$6.88M
|
|