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
|
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
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-55- 1.39% |
$21.5K - $26.2K
|
3.91K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3- 0.05% |
$1.17K - $1.43K
|
5.88K
$3.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
465New |
$182K - $222K
|
465
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-434- 44.29% |
$170K - $207K
|
546
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86+ 3.47% |
$33.6K - $41K
|
2.56K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-31- 1.5% |
$12.1K - $14.8K
|
2.03K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-76- 6.76% |
$29.7K - $36.3K
|
1.05K
$579K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 18.53% |
$537K - $655K
|
8.78K
$4.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
42.5KNew |
$16.6M - $20.3M
|
42.5K
$23.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-487- 17.4% |
$190K - $232K
|
2.31K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
333+ 5.57% |
$130K - $159K
|
6.32K
$3.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-93- 9.59% |
$36.4K - $44.4K
|
877
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.25% |
$1.95K - $2.39K
|
1.96K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
524New |
$205K - $250K
|
524
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
408+ 2.74% |
$159K - $195K
|
15.3K
$8.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.74M+ 1851.75% |
$679M - $829M
|
1.83M
$1.01B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.46K- 1.56% |
$570K - $696K
|
91.9K
$50.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
475New |
$186K - $227K
|
475
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-758- 1.97% |
$296K - $362K
|
37.8K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.25% |
$11.7K - $14.3K
|
1.3K
$719K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2+ 0.24% |
$782 - $954
|
841
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.41K+ 54.88% |
$942K - $1.15M
|
6.8K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
138+ 22.33% |
$53.9K - $65.8K
|
756
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.59K+ 65.28% |
$1.01M - $1.23M
|
6.55K
$3.61M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-24- 0.82% |
$9.38K - $11.5K
|
2.9K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-166- 13.15% |
$64.9K - $79.2K
|
1.1K
$605K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-81- 0.11% |
$31.7K - $38.6K
|
75K
$41.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.16K+ 2.69% |
$1.63M - $1.98M
|
159K
$87.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-150- 18.59% |
$58.6K - $71.6K
|
657
$363K
|
|