Latest Institutional Sells of Caterpillar Inc (CAT)
This list provides information on the latest institutional transactions involving Caterpillar Inc (CAT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.8K- 19.22% |
$10.1M - $14.3M
|
155K
$62.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.2K- 68.67% |
$3.08M - $4.37M
|
5.13K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-10.8K- 89.74% |
$2.97M - $4.21M
|
1.24K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-8.8K- 50.0% |
$2.41M - $3.42M
|
8.8K
$3.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 34.19% |
$1.11M - $1.57M
|
7.78K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 25.89% |
$945K - $1.34M
|
9.87K
$3.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.91K- 68.37% |
$796K - $1.13M
|
1.34K
$541K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.69K- 82.9% |
$737K - $1.04M
|
555
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.99K- 79.88% |
$544K - $771K
|
500
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.82K- 76.72% |
$499K - $707K
|
553
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.46K- 18.87% |
$400K - $566K
|
6.27K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.42K- 3.58% |
$389K - $551K
|
38.3K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$30.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$8.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$8.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-718- 10.45% |
$197K - $279K
|
6.15K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-587- 13.49% |
$161K - $228K
|
3.77K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-575- 4.94% |
$158K - $223K
|
11.1K
$4.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$4.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 4.69% |
$140K - $198K
|
10.4K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-479- 8.57% |
$131K - $186K
|
5.11K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-469- 13.3% |
$128K - $182K
|
3.06K
$1.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-466- 2.57% |
$128K - $181K
|
17.7K
$7.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-465- 11.94% |
$127K - $181K
|
3.43K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-449- 34.97% |
$123K - $174K
|
835
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-390- 18.52% |
$107K - $151K
|
1.72K
$690K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-382- 26.25% |
$105K - $148K
|
1.07K
$432K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-360- 6.46% |
$98.6K - $140K
|
5.21K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-348- 17.1% |
$95.3K - $135K
|
1.69K
$678K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-341- 2.56% |
$93.4K - $132K
|
13K
$5.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-313- 29.25% |
$85.7K - $122K
|
757
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-306- 5.19% |
$83.8K - $119K
|
5.59K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-249- 2.28% |
$68.2K - $96.7K
|
10.7K
$4.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 15.5% |
$64.9K - $92K
|
1.29K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-234- 10.05% |
$64.1K - $90.8K
|
2.09K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-204- 17.72% |
$55.9K - $79.2K
|
947
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-202- 5.16% |
$55.3K - $78.4K
|
3.71K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 24.21% |
$54.8K - $77.6K
|
626
$252K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 10.73% |
$52K - $73.8K
|
1.58K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-183- 0.77% |
$50.1K - $71K
|
23.7K
$9.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-157- 2.98% |
$43K - $60.9K
|
5.12K
$2.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 5.8% |
$41.6K - $59K
|
2.47K
$993K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.07% |
$31.2K - $44.3K
|
157K
$63.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-110- 1.5% |
$30.1K - $42.7K
|
7.25K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-103- 16.48% |
$28.2K - $40K
|
522
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-100- 3.9% |
$27.4K - $38.8K
|
2.46K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$408K
|