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 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55+ 6.62% |
$21.5K - $26.2K
|
886
$489K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
172+ 2.11% |
$67.2K - $82.1K
|
8.31K
$4.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.93K+ 206.69% |
$3.49M - $4.26M
|
13.3K
$7.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 11.25% |
$17.6K - $21.5K
|
445
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.87% |
$7.04K - $8.59K
|
2.05K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-74- 2.61% |
$28.9K - $35.3K
|
2.76K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-370- 0.67% |
$145K - $177K
|
55.2K
$30.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-265- 0.49% |
$104K - $126K
|
54.1K
$29.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-31- 23.85% |
$12.1K - $14.8K
|
99
$54.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
328+ 2.02% |
$128K - $157K
|
16.6K
$9.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-24- 2.75% |
$9.38K - $11.5K
|
849
$469K
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
SELL
|
- |
-2- 0.31% |
$782 - $954
|
637
$352K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.4% |
$8.6K - $10.5K
|
5.42K
$2.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 1.72% |
$17.6K - $21.5K
|
2.57K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$1.17K - $1.43K
|
1.65K
$912K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-250- 15.52% |
$97.7K - $119K
|
1.36K
$751K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-435- 11.73% |
$170K - $208K
|
3.28K
$1.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 3.77% |
$32.8K - $40.1K
|
2.14K
$1.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-171- 4.43% |
$66.8K - $81.6K
|
3.69K
$2.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
231+ 26.55% |
$90.3K - $110K
|
1.1K
$608K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
80+ 1.33% |
$31.3K - $38.2K
|
6.11K
$3.37M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-8- 1.53% |
$3.13K - $3.82K
|
514
$284K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.91% |
$393K - $480K
|
12.3K
$6.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.05% |
$42.2K - $51.5K
|
2.78K
$1.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.23% |
$1.95K - $2.39K
|
2.18K
$1.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-174- 25.85% |
$68K - $83K
|
499
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-437- 26.39% |
$171K - $209K
|
1.22K
$673K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-73- 15.87% |
$28.5K - $34.8K
|
387
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
44+ 1.54% |
$17.2K - $21K
|
2.9K
$1.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-10.6K- 49.66% |
$4.16M - $5.07M
|
10.8K
$5.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.07% |
$3.91K - $4.77K
|
15.1K
$8.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.75K- 49.92% |
$1.07M - $1.31M
|
2.76K
$1.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.63K+ 292.82% |
$638K - $778K
|
2.19K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-300- 22.94% |
$117K - $143K
|
1.01K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-20- 2.45% |
$7.82K - $9.54K
|
797
$440K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.06% |
$3.52K - $4.29K
|
840
$464K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
55+ 5.63% |
$21.5K - $26.2K
|
1.03K
$570K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-255- 33.64% |
$99.7K - $122K
|
503
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8+ 1.73% |
$3.13K - $3.82K
|
471
$260K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-93- 6.04% |
$36.4K - $44.4K
|
1.45K
$799K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-26- 2.96% |
$10.2K - $12.4K
|
852
$470K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-5.11K- 19.67% |
$2M - $2.44M
|
20.9K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30+ 6.0% |
$11.7K - $14.3K
|
530
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
449+ 4.2% |
$176K - $214K
|
11.1K
$6.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
131+ 0.55% |
$51.2K - $62.5K
|
23.8K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.24KNew |
$485K - $592K
|
1.24K
$685K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-89- 16.09% |
$34.8K - $42.5K
|
464
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
31+ 5.33% |
$12.1K - $14.8K
|
613
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-131- 2.23% |
$51.2K - $62.5K
|
5.75K
$3.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-80- 13.77% |
$31.3K - $38.2K
|
501
$277K
|
|