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
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-40- 5.38% |
$15.6K - $19.1K
|
704
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
104+ 2.82% |
$40.7K - $49.6K
|
3.79K
$2.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-659- 17.65% |
$258K - $314K
|
3.08K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.03KNew |
$403K - $491K
|
1.03K
$569K
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-200- 21.05% |
$78.2K - $95.4K
|
750
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.13% |
$391 - $477
|
48
$26.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
102+ 2.9% |
$39.9K - $48.7K
|
3.62K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-743- 27.84% |
$290K - $355K
|
1.93K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.87KNew |
$732K - $894K
|
1.87K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-34- 2.74% |
$13.3K - $16.2K
|
1.21K
$666K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
104+ 33.12% |
$40.7K - $49.6K
|
418
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
350+ 57.19% |
$137K - $167K
|
962
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70+ 44.03% |
$27.4K - $33.4K
|
229
$126K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-75- 0.99% |
$29.3K - $35.8K
|
7.47K
$4.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-127- 4.57% |
$49.6K - $60.6K
|
2.65K
$1.46M
|
|
|
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
|
|