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 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$12.5K - $15.3K
|
7.03K
$3.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
67+ 0.62% |
$26.2K - $32K
|
10.9K
$6.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-384- 0.98% |
$150K - $183K
|
38.8K
$21.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
253+ 88.77% |
$98.9K - $121K
|
538
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-470- 5.11% |
$184K - $224K
|
8.74K
$4.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-10- 0.35% |
$3.91K - $4.77K
|
2.84K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468+ 15.03% |
$183K - $223K
|
3.58K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
148+ 17.43% |
$57.9K - $70.6K
|
997
$550K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
8+ 0.35% |
$3.13K - $3.82K
|
2.31K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.46K- 8.19% |
$2.52M - $3.08M
|
72.3K
$39.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.59K+ 21.72% |
$2.19M - $2.67M
|
31.3K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
112+ 5.77% |
$43.8K - $53.4K
|
2.05K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
199+ 10.63% |
$77.8K - $95K
|
2.07K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
490New |
$192K - $234K
|
490
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.1K+ 218.75% |
$821K - $1M
|
3.06K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
375+ 15.07% |
$147K - $179K
|
2.86K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-200- 2.22% |
$78.2K - $95.4K
|
8.8K
$4.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
317+ 10.11% |
$124K - $151K
|
3.45K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
312New |
$122K - $149K
|
312
$172K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
63+ 11.71% |
$24.6K - $30.1K
|
601
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 46.83% |
$508K - $620K
|
4.08K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282- 1.36% |
$110K - $135K
|
20.4K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
473+ 18.35% |
$185K - $226K
|
3.05K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-50.5K- 26.48% |
$19.8M - $24.1M
|
140K
$77.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
473New |
$185K - $226K
|
473
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
500New |
$195K - $239K
|
500
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-74- 5.04% |
$28.9K - $35.3K
|
1.39K
$770K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-366- 9.4% |
$143K - $175K
|
3.53K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
185+ 3.3% |
$72.3K - $88.3K
|
5.78K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 41.46% |
$19.9K - $24.3K
|
72
$39.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-404- 1.3% |
$158K - $193K
|
30.7K
$17M
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-42- 0.35% |
$16.4K - $20K
|
11.9K
$6.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.94K+ 3.32% |
$1.54M - $1.88M
|
122K
$67.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.44K
$792K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-20- 2.29% |
$7.82K - $9.54K
|
854
$471K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-146- 20.17% |
$57.1K - $69.7K
|
578
$319K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.9K- 13.6% |
$744K - $908K
|
12.1K
$6.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
48+ 1.04% |
$18.8K - $22.9K
|
4.65K
$2.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-619- 4.83% |
$242K - $295K
|
12.2K
$6.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-273- 5.79% |
$107K - $130K
|
4.45K
$2.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-55- 3.29% |
$21.5K - $26.2K
|
1.62K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-21.7K- 19.6% |
$8.47M - $10.3M
|
88.9K
$49.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 14.96% |
$13.7K - $16.7K
|
269
$149K
|
|
|
Oct 28, 2025
Q3 2025
|
Davis Rea Ltd.
|
BUY
|
- |
460New |
$180K - $219K
|
460
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-55- 0.6% |
$21.5K - $26.2K
|
9.1K
$5.02M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
798+ 5700.0% |
$312K - $381K
|
812
$448K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.74KNew |
$1.07M - $1.31M
|
2.74K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
37+ 5.13% |
$14.5K - $17.7K
|
758
$418K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1K+ 7.72% |
$391K - $478K
|
14K
$7.71M
|
|