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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-31.7K- 72.37% |
$12.4M - $15.1M
|
12.1K
$6.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-211- 13.35% |
$82.5K - $101K
|
1.37K
$756K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-519- 2.62% |
$203K - $248K
|
19.3K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
10+ 0.26% |
$3.91K - $4.77K
|
3.85K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-114- 4.3% |
$44.6K - $54.4K
|
2.54K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.51% |
$5.08K - $6.2K
|
2.55K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-237- 4.91% |
$92.6K - $113K
|
4.59K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 5.88% |
$4.3K - $5.25K
|
198
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
304+ 4.8% |
$119K - $145K
|
6.64K
$3.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
234+ 43.41% |
$91.5K - $112K
|
773
$427K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2+ 0.22% |
$782 - $954
|
911
$503K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-46- 1.67% |
$18K - $21.9K
|
2.7K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
284+ 5.4% |
$111K - $136K
|
5.55K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10+ 0.78% |
$3.91K - $4.77K
|
1.28K
$709K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 34.41% |
$87.6K - $107K
|
875
$483K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-25- 3.32% |
$9.77K - $11.9K
|
727
$401K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
80+ 4.66% |
$31.3K - $38.2K
|
1.8K
$992K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-225- 50.9% |
$88K - $107K
|
217
$120K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
74New |
$28.9K - $35.3K
|
74
$40.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
11.2K+ 8.09% |
$4.36M - $5.32M
|
149K
$82.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
82+ 3.14% |
$32.1K - $39.1K
|
2.69K
$1.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10- 0.46% |
$3.91K - $4.77K
|
2.18K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
255+ 43.52% |
$99.7K - $122K
|
841
$464K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.06KClosed |
$416K - $508K
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
214+ 1.34% |
$83.7K - $102K
|
16.1K
$8.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-388- 3.77% |
$152K - $185K
|
9.9K
$5.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.49% |
$12.1K - $14.8K
|
6.36K
$3.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6- 0.61% |
$2.35K - $2.86K
|
984
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
447+ 29.33% |
$175K - $213K
|
1.97K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-9- 0.83% |
$3.52K - $4.29K
|
1.07K
$591K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
26.5K+ 19648.89% |
$10.4M - $12.7M
|
26.7K
$14.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
125+ 8.64% |
$48.9K - $59.6K
|
1.57K
$867K
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-5.59K- 43.26% |
$2.18M - $2.67M
|
7.33K
$4.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-196- 4.95% |
$76.6K - $93.5K
|
3.77K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
500New |
$195K - $239K
|
500
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
2.65KNew |
$1.03M - $1.26M
|
2.65K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3+ 0.08% |
$1.17K - $1.43K
|
3.58K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-145- 4.84% |
$56.7K - $69.2K
|
2.85K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-180- 20.98% |
$70.4K - $85.9K
|
678
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
471New |
$184K - $225K
|
471
$260K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.81K- 3.6% |
$2.27M - $2.77M
|
155K
$85.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.69K+ 276.18% |
$662K - $808K
|
2.31K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-3.15K- 1.31% |
$1.23M - $1.5M
|
237K
$131M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-141- 8.88% |
$55.1K - $67.3K
|
1.45K
$799K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$1.95K - $2.39K
|
5
$2.76K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
190+ 4.72% |
$74.3K - $90.7K
|
4.21K
$2.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 0.98% |
$34.8K - $42.5K
|
9.01K
$4.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-92- 3.98% |
$36K - $43.9K
|
2.22K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-386- 0.73% |
$151K - $184K
|
52.7K
$29.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-13- 0.7% |
$5.08K - $6.2K
|
1.85K
$1.02M
|
|