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 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-56- 3.81% |
$21.9K - $26.7K
|
1.41K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
667+ 2.89% |
$261K - $318K
|
23.8K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.28% |
$391 - $477
|
354
$195K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.2% |
$3.13K - $3.82K
|
3.98K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-51.3K- 37.21% |
$20M - $24.5M
|
86.5K
$47.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-250- 2.48% |
$97.7K - $119K
|
9.83K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
714+ 17.79% |
$279K - $341K
|
4.73K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-261- 1.49% |
$102K - $125K
|
17.3K
$9.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8+ 0.58% |
$3.13K - $3.82K
|
1.39K
$766K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.38KNew |
$538K - $656K
|
1.38K
$759K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
509+ 11.21% |
$199K - $243K
|
5.05K
$2.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-6- 1.04% |
$2.35K - $2.86K
|
571
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
53+ 0.75% |
$20.7K - $25.3K
|
7.08K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-59- 1.2% |
$23.1K - $28.2K
|
4.86K
$2.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
26+ 2.92% |
$10.2K - $12.4K
|
917
$506K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$782 - $954
|
1.72K
$948K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
485+ 13.26% |
$190K - $231K
|
4.14K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
492New |
$192K - $235K
|
492
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
271+ 17.01% |
$106K - $129K
|
1.86K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
2+ 0.09% |
$782 - $954
|
2.34K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.25% |
$3.91K - $4.77K
|
4.02K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
262+ 2.63% |
$102K - $125K
|
10.2K
$5.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
435New |
$170K - $208K
|
435
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
201+ 21.71% |
$78.6K - $95.9K
|
1.13K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.19KNew |
$857K - $1.05M
|
2.19K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-21- 6.75% |
$8.21K - $10K
|
290
$160K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
50+ 2.42% |
$19.5K - $23.9K
|
2.11K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
192+ 31.12% |
$75.1K - $91.6K
|
809
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-50- 2.07% |
$19.5K - $23.9K
|
2.37K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-260- 1.34% |
$102K - $124K
|
19.2K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-583- 3.43% |
$228K - $278K
|
16.4K
$9.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
220+ 3.51% |
$86K - $105K
|
6.48K
$3.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
118+ 9.66% |
$46.1K - $56.3K
|
1.34K
$739K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-75- 2.43% |
$29.3K - $35.8K
|
3.02K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
550New |
$215K - $262K
|
550
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1+ 0.64% |
$391 - $477
|
158
$87.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
256+ 7.76% |
$100K - $122K
|
3.55K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
BUY
|
- |
1.49K+ 4.72% |
$583K - $712K
|
33.1K
$18.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 34.17% |
$534K - $651K
|
5.36K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11- 1.41% |
$4.3K - $5.25K
|
767
$423K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-10- 0.07% |
$3.91K - $4.77K
|
14.4K
$7.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-23- 3.33% |
$8.99K - $11K
|
667
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 36.15% |
$2.35M - $2.87M
|
10.6K
$5.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
331+ 28.31% |
$129K - $158K
|
1.5K
$828K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 2.4% |
$18.8K - $22.9K
|
2.05K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
94+ 0.79% |
$36.7K - $44.9K
|
12K
$6.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.02% |
$782 - $954
|
12.2K
$6.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-10- 0.56% |
$3.91K - $4.77K
|
1.76K
$972K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.32K- 21.25% |
$516K - $630K
|
4.89K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-83- 3.93% |
$32.4K - $39.6K
|
2.03K
$1.12M
|
|