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 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3+ 0.24% |
$1.17K - $1.43K
|
1.23K
$681K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-106- 0.28% |
$41.4K - $50.6K
|
37.9K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
296+ 45.96% |
$116K - $141K
|
940
$519K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.48K- 4.69% |
$968K - $1.18M
|
50.3K
$27.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.41% |
$10.2K - $12.4K
|
1.05K
$581K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7+ 0.34% |
$2.74K - $3.34K
|
2.08K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
12.9K+ 31.7% |
$5.04M - $6.15M
|
53.5K
$29.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1- 0.17% |
$391 - $477
|
587
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3.34K- 12.75% |
$1.31M - $1.59M
|
22.9K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
745+ 21.64% |
$291K - $355K
|
4.19K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.42% |
$1.95K - $2.39K
|
1.19K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-235- 8.03% |
$91.9K - $112K
|
2.69K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.11% |
$782 - $954
|
1.81K
$996K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-158- 2.67% |
$61.8K - $75.4K
|
5.76K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-166- 17.26% |
$64.9K - $79.2K
|
796
$439K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.53K- 0.52% |
$598K - $730K
|
291K
$160M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
704New |
$275K - $336K
|
704
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
449New |
$176K - $214K
|
449
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.84K- 18.98% |
$719K - $878K
|
7.86K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-27- 2.25% |
$10.6K - $12.9K
|
1.17K
$648K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.4K- 5.52% |
$8.76M - $10.7M
|
383K
$212M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 2.6% |
$12.5K - $15.3K
|
1.26K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
454New |
$177K - $217K
|
454
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 2.29% |
$19.5K - $23.9K
|
2.13K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3.79K+ 10814.29% |
$1.48M - $1.81M
|
3.82K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-255- 6.8% |
$99.7K - $122K
|
3.5K
$1.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8- 1.3% |
$3.13K - $3.82K
|
608
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
69+ 0.83% |
$27K - $32.9K
|
8.42K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50- 3.41% |
$19.5K - $23.9K
|
1.42K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
960New |
$375K - $458K
|
960
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-627- 2.91% |
$245K - $299K
|
20.9K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
113+ 13.44% |
$44.2K - $53.9K
|
954
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 7.13% |
$1.05M - $1.29M
|
35.1K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-309- 1.69% |
$121K - $147K
|
17.9K
$9.9M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-40- 4.23% |
$15.6K - $19.1K
|
906
$500K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.89K- 39.06% |
$1.52M - $1.86M
|
6.07K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-108- 1.3% |
$42.2K - $51.5K
|
8.21K
$4.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
444New |
$174K - $212K
|
444
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-210- 27.63% |
$82.1K - $100K
|
550
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
46+ 2.76% |
$18K - $21.9K
|
1.72K
$947K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-226- 3.15% |
$88.3K - $108K
|
6.95K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-37- 0.44% |
$14.5K - $17.7K
|
8.33K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.56K - $1.91K
|
2.27K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-397- 19.57% |
$155K - $189K
|
1.63K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 1.64% |
$528K - $645K
|
84K
$46.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 1.25% |
$30.9K - $37.7K
|
6.24K
$3.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-510- 13.85% |
$199K - $243K
|
3.17K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-105- 6.64% |
$41K - $50.1K
|
1.48K
$815K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.32K+ 22.07% |
$514K - $627K
|
7.27K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-26.4K- 52.97% |
$10.3M - $12.6M
|
23.5K
$12.9M
|
|