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 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-14- 0.68% |
$5.47K - $6.68K
|
2.06K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
24+ 0.18% |
$9.38K - $11.5K
|
13.3K
$7.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-71- 3.13% |
$27.8K - $33.9K
|
2.2K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.65K+ 16.62% |
$644K - $786K
|
11.6K
$6.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.74KNew |
$3.03M - $3.69M
|
7.74K
$4.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
50+ 0.46% |
$19.5K - $23.9K
|
10.9K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
41+ 17.45% |
$16K - $19.6K
|
276
$152K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.18% |
$391 - $477
|
548
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 10.89% |
$830K - $1.01M
|
21.6K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200+ 100.0% |
$78.2K - $95.4K
|
400
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 4.12% |
$78.2K - $95.4K
|
4.66K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.44K+ 4.93% |
$562K - $686K
|
30.6K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-30- 2.57% |
$11.7K - $14.3K
|
1.14K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
569New |
$222K - $271K
|
569
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.19K- 5.73% |
$858K - $1.05M
|
36.1K
$19.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
32+ 0.46% |
$12.5K - $15.3K
|
7.03K
$3.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
67+ 0.62% |
$26.2K - $32K
|
10.9K
$6.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-384- 0.98% |
$150K - $183K
|
38.8K
$21.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
253+ 88.77% |
$98.9K - $121K
|
538
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-470- 5.11% |
$184K - $224K
|
8.74K
$4.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-10- 0.35% |
$3.91K - $4.77K
|
2.84K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468+ 15.03% |
$183K - $223K
|
3.58K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
148+ 17.43% |
$57.9K - $70.6K
|
997
$550K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
593New |
$232K - $283K
|
593
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
8+ 0.35% |
$3.13K - $3.82K
|
2.31K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.46K- 8.19% |
$2.52M - $3.08M
|
72.3K
$39.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.59K+ 21.72% |
$2.19M - $2.67M
|
31.3K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
112+ 5.77% |
$43.8K - $53.4K
|
2.05K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
199+ 10.63% |
$77.8K - $95K
|
2.07K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
490New |
$192K - $234K
|
490
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.1K+ 218.75% |
$821K - $1M
|
3.06K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
375+ 15.07% |
$147K - $179K
|
2.86K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-200- 2.22% |
$78.2K - $95.4K
|
8.8K
$4.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
317+ 10.11% |
$124K - $151K
|
3.45K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
312New |
$122K - $149K
|
312
$172K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
63+ 11.71% |
$24.6K - $30.1K
|
601
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 46.83% |
$508K - $620K
|
4.08K
$2.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282- 1.36% |
$110K - $135K
|
20.4K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
473+ 18.35% |
$185K - $226K
|
3.05K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-50.5K- 26.48% |
$19.8M - $24.1M
|
140K
$77.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
473New |
$185K - $226K
|
473
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
500New |
$195K - $239K
|
500
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-74- 5.04% |
$28.9K - $35.3K
|
1.39K
$770K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-366- 9.4% |
$143K - $175K
|
3.53K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
185+ 3.3% |
$72.3K - $88.3K
|
5.78K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 41.46% |
$19.9K - $24.3K
|
72
$39.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-404- 1.3% |
$158K - $193K
|
30.7K
$17M
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-42- 0.35% |
$16.4K - $20K
|
11.9K
$6.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.94K+ 3.32% |
$1.54M - $1.88M
|
122K
$67.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.07% |
$391 - $477
|
1.44K
$792K
|
|