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
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-367- 45.2% |
$143K - $175K
|
445
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
488New |
$191K - $233K
|
488
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
627New |
$245K - $299K
|
627
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-1.22K- 16.8% |
$476K - $581K
|
6.03K
$3.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11+ 0.69% |
$4.3K - $5.25K
|
1.61K
$888K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.39K+ 5.23% |
$3.28M - $4M
|
169K
$93.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2+ 11.76% |
$782 - $954
|
19
$10.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 6.77% |
$10.2K - $12.4K
|
410
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-239- 1.84% |
$93.4K - $114K
|
12.7K
$7.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
2+ 0.08% |
$782 - $954
|
2.55K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
95+ 5.54% |
$37.1K - $45.3K
|
1.81K
$999K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7- 0.27% |
$2.74K - $3.34K
|
2.54K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
68New |
$26.6K - $32.4K
|
68
$37.5K
|
|
|
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
|
|