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 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
34+ 6.19% |
$13.3K - $16.2K
|
583
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
268+ 48.2% |
$105K - $128K
|
824
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
151+ 2.04% |
$59K - $72K
|
7.55K
$4.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-216- 2.46% |
$84.4K - $103K
|
8.58K
$4.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14+ 1.84% |
$5.47K - $6.68K
|
776
$428K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-485- 1.18% |
$190K - $231K
|
40.6K
$22.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.17K - $1.43K
|
2.05K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
70+ 12.2% |
$27.4K - $33.4K
|
644
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
91+ 0.22% |
$35.6K - $43.4K
|
41.9K
$23.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
206+ 16.09% |
$80.5K - $98.3K
|
1.49K
$820K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-328- 14.68% |
$128K - $157K
|
1.91K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
81+ 7.02% |
$31.7K - $38.6K
|
1.24K
$682K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
61+ 3.67% |
$23.8K - $29.1K
|
1.72K
$950K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
39+ 3.02% |
$15.2K - $18.6K
|
1.33K
$734K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11+ 2.06% |
$4.3K - $5.25K
|
545
$301K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
13New |
$5.08K - $6.2K
|
13
$7.18K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-63- 70.0% |
$24.6K - $30.1K
|
27
$14.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-288- 3.97% |
$113K - $137K
|
6.96K
$3.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-130- 6.9% |
$50.8K - $62K
|
1.76K
$969K
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-200- 1.36% |
$78.2K - $95.4K
|
14.5K
$8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
179+ 18.82% |
$70K - $85.4K
|
1.13K
$624K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-22- 2.26% |
$8.6K - $10.5K
|
951
$525K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-5- 7.69% |
$1.95K - $2.39K
|
60
$33.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-33- 0.99% |
$12.9K - $15.7K
|
3.31K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-25.8K- 6.23% |
$10.1M - $12.3M
|
388K
$214M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-35- 1.39% |
$13.7K - $16.7K
|
2.48K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
47New |
$18.4K - $22.4K
|
47
$25.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
10+ 10.64% |
$3.91K - $4.77K
|
104
$57.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
22.1K+ 170.75% |
$8.64M - $10.6M
|
35.1K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
53+ 1060.0% |
$20.7K - $25.3K
|
58
$32K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345- 12.43% |
$135K - $165K
|
2.43K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.12KNew |
$1.61M - $1.96M
|
4.12K
$2.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
917+ 7.29% |
$358K - $438K
|
13.5K
$7.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
33+ 0.54% |
$12.9K - $15.7K
|
6.15K
$3.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.71K+ 5.86% |
$667K - $814K
|
30.9K
$17M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 1.64% |
$391 - $477
|
60
$33.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
25+ 12.95% |
$9.77K - $11.9K
|
218
$120K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
761+ 4.8% |
$297K - $363K
|
16.6K
$9.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.33% |
$2.35K - $2.86K
|
1.83K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8- 0.71% |
$3.13K - $3.82K
|
1.13K
$621K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-147- 12.54% |
$57.5K - $70.1K
|
1.03K
$566K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.07% |
$782 - $954
|
2.78K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-29.4K- 84.86% |
$11.5M - $14M
|
5.24K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.96K- 7.99% |
$768K - $937K
|
22.6K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
344New |
$134K - $164K
|
344
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
45+ 4.71% |
$17.6K - $21.5K
|
1K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326+ 11.95% |
$127K - $156K
|
3.05K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.01K- 1.66% |
$393K - $480K
|
59.4K
$32.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2+ 0.16% |
$782 - $954
|
1.26K
$695K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
128+ 3.0% |
$50K - $61.1K
|
4.39K
$2.42M
|
|