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 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-68- 3.6% |
$26.6K - $32.4K
|
1.82K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-20.3K- 21.51% |
$7.92M - $9.67M
|
74K
$40.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
98+ 0.29% |
$38.3K - $46.8K
|
33.9K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-43- 7.14% |
$16.8K - $20.5K
|
559
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
50+ 4.02% |
$19.5K - $23.9K
|
1.29K
$714K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-146- 4.45% |
$57.1K - $69.7K
|
3.14K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
255+ 8.44% |
$99.7K - $122K
|
3.28K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 1.24% |
$29.3K - $35.8K
|
5.98K
$3.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
109+ 1.87% |
$42.6K - $52K
|
5.94K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 2.1% |
$28.9K - $35.3K
|
3.59K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 26.21% |
$10.6K - $12.9K
|
130
$71.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-35- 5.25% |
$13.7K - $16.7K
|
632
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
334+ 8.08% |
$131K - $159K
|
4.47K
$2.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.1% |
$3.91K - $4.77K
|
9.87K
$5.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
400New |
$156K - $191K
|
400
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1- 0.15% |
$391 - $477
|
670
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
115+ 0.57% |
$45K - $54.9K
|
20.3K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$391 - $477
|
1.2K
$664K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-229- 1.58% |
$89.5K - $109K
|
14.3K
$7.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 48.61% |
$2.44M - $2.98M
|
19.1K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
508New |
$199K - $242K
|
508
$280K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-75- 0.63% |
$29.3K - $35.8K
|
11.9K
$6.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.66K- 6.65% |
$2.21M - $2.7M
|
79.4K
$43.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-94- 69.63% |
$36.7K - $44.9K
|
41
$22.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
440New |
$172K - $210K
|
440
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
510New |
$199K - $243K
|
510
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-220- 2.08% |
$86K - $105K
|
10.4K
$5.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-118- 0.66% |
$46.1K - $56.3K
|
17.8K
$9.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
12+ 1.52% |
$4.69K - $5.73K
|
803
$443K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
1.06K+ 2.68% |
$416K - $507K
|
40.7K
$22.5M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
126+ 2.49% |
$49.3K - $60.1K
|
5.18K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
510New |
$199K - $243K
|
510
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.65K- 27.15% |
$646K - $788K
|
4.43K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 6.4% |
$15.6K - $19.1K
|
665
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.88% |
$3.13K - $3.82K
|
904
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-464- 3.05% |
$181K - $221K
|
14.7K
$8.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
456New |
$178K - $218K
|
456
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-11- 1.2% |
$4.3K - $5.25K
|
905
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 112.5% |
$10.6K - $12.9K
|
51
$28.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-63- 0.33% |
$24.6K - $30.1K
|
19.2K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.55K- 1.67% |
$607K - $741K
|
91.3K
$50.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
447New |
$175K - $213K
|
447
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-66- 0.26% |
$25.8K - $31.5K
|
25.2K
$13.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-199- 10.41% |
$77.8K - $95K
|
1.71K
$945K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
49+ 7.41% |
$19.2K - $23.4K
|
710
$392K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-94- 5.18% |
$36.7K - $44.9K
|
1.72K
$950K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
420New |
$164K - $200K
|
420
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14New |
$5.47K - $6.68K
|
14
$7.73K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-881- 11.41% |
$344K - $420K
|
6.84K
$3.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
357+ 27.46% |
$140K - $170K
|
1.66K
$915K
|
|