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 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.76K- 83.41% |
$1.86M - $2.27M
|
947
$523K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 6.93% |
$48.9K - $59.6K
|
1.68K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.23% |
$3.52K - $4.29K
|
3.9K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 4.55% |
$10.6K - $12.9K
|
620
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
100+ 9.54% |
$39.1K - $47.7K
|
1.15K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.12% |
$782 - $954
|
1.62K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.42% |
$7.82K - $9.54K
|
805
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-158- 16.84% |
$61.8K - $75.4K
|
780
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-137- 2.85% |
$53.6K - $65.4K
|
4.68K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
668+ 9.61% |
$261K - $319K
|
7.62K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
493+ 40.51% |
$193K - $235K
|
1.71K
$944K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
458+ 29.51% |
$179K - $219K
|
2.01K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
632+ 43.08% |
$247K - $302K
|
2.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-107- 2.72% |
$41.8K - $51.1K
|
3.83K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 9.32% |
$550K - $671K
|
13.7K
$7.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-277- 4.59% |
$108K - $132K
|
5.76K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-718- 4.59% |
$281K - $343K
|
14.9K
$8.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
129+ 15.89% |
$50.4K - $61.6K
|
941
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 1.91% |
$34K - $41.5K
|
4.47K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$3.52K - $4.29K
|
11.4K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
630+ 26.64% |
$246K - $301K
|
3K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 0.83% |
$19.5K - $23.9K
|
5.98K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.81% |
$78.2K - $95.4K
|
24.6K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-355- 14.58% |
$139K - $169K
|
2.08K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
70KNew |
$27.4M - $33.4M
|
70K
$38.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
279+ 9.41% |
$109K - $133K
|
3.24K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577+ 14.17% |
$226K - $275K
|
4.65K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
40+ 0.69% |
$15.6K - $19.1K
|
5.87K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-157- 1.55% |
$61.4K - $74.9K
|
9.97K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
466New |
$182K - $222K
|
466
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-371- 46.49% |
$145K - $177K
|
427
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.12K- 3.58% |
$828K - $1.01M
|
57K
$31.5M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-958- 8.02% |
$375K - $457K
|
11K
$6.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.38K- 0.91% |
$928K - $1.13M
|
258K
$142M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8+ 0.68% |
$3.13K - $3.82K
|
1.18K
$654K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.54KNew |
$991K - $1.21M
|
2.54K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-92- 5.47% |
$36K - $43.9K
|
1.59K
$877K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$391 - $477
|
19.8K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
529New |
$207K - $252K
|
529
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 54.55% |
$2.35K - $2.86K
|
17
$9.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-16- 1.19% |
$6.25K - $7.63K
|
1.32K
$731K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
24+ 0.37% |
$9.38K - $11.5K
|
6.53K
$3.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.31K- 2.96% |
$511K - $623K
|
42.9K
$23.7M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-14- 1.74% |
$5.47K - $6.68K
|
789
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
744+ 18.47% |
$291K - $355K
|
4.77K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1+ 0.03% |
$391 - $477
|
2.93K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
253+ 2.1% |
$98.9K - $121K
|
12.3K
$6.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.22K+ 15.07% |
$1.26M - $1.54M
|
24.6K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 1.3% |
$8.21K - $10K
|
1.59K
$880K
|
|