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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-464- 35.26% |
$127K - $180K
|
852
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-460- 3.37% |
$126K - $179K
|
13.2K
$5.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-460- 1.33% |
$126K - $179K
|
34.1K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-457- 10.89% |
$125K - $177K
|
3.74K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-455- 3.27% |
$125K - $177K
|
13.5K
$6.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-454- 0.78% |
$124K - $176K
|
57.7K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-452- 60.27% |
$124K - $175K
|
298
$134K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-449- 34.97% |
$123K - $174K
|
835
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-444- 41.38% |
$122K - $172K
|
629
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-442- 2.16% |
$121K - $172K
|
20K
$9.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-439- 12.68% |
$120K - $170K
|
3.02K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-435- 5.36% |
$119K - $169K
|
7.68K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-428- 10.32% |
$117K - $166K
|
3.72K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-417- 18.2% |
$114K - $162K
|
1.87K
$845K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-415- 5.5% |
$114K - $161K
|
7.12K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-414- 38.3% |
$113K - $161K
|
667
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-411- 19.69% |
$113K - $160K
|
1.68K
$755K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-410- 5.85% |
$112K - $159K
|
6.6K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-405- 2.91% |
$111K - $157K
|
13.5K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-404- 0.62% |
$111K - $157K
|
64.6K
$29.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 0.97% |
$110K - $155K
|
40.6K
$18.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-400- 23.53% |
$110K - $155K
|
1.3K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-395- 0.64% |
$108K - $153K
|
60.9K
$27.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-393- 9.56% |
$108K - $153K
|
3.72K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 3.34% |
$108K - $153K
|
11.4K
$5.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-390- 31.86% |
$107K - $151K
|
834
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-390- 18.52% |
$107K - $151K
|
1.72K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-387- 10.25% |
$106K - $150K
|
3.39K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-382- 26.25% |
$105K - $148K
|
1.07K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-380- 11.76% |
$104K - $148K
|
2.85K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-380- 3.29% |
$104K - $148K
|
11.2K
$5.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-380- 6.19% |
$104K - $148K
|
5.76K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-380- 18.73% |
$104K - $148K
|
1.65K
$743K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-377- 22.95% |
$103K - $146K
|
1.27K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-375- 38.46% |
$103K - $146K
|
600
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-375- 68.18% |
$103K - $146K
|
175
$78.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-374- 9.78% |
$102K - $145K
|
3.45K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-369- 11.39% |
$101K - $143K
|
2.87K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-364- 5.73% |
$99.7K - $141K
|
5.99K
$2.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-360- 6.46% |
$98.6K - $140K
|
5.21K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-357- 14.6% |
$97.8K - $139K
|
2.09K
$941K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-354- 22.55% |
$97K - $137K
|
1.22K
$548K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-350- 13.97% |
$95.9K - $136K
|
2.16K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-349- 10.75% |
$95.6K - $135K
|
2.9K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-349- 24.34% |
$95.6K - $135K
|
1.09K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-348- 17.1% |
$95.3K - $135K
|
1.69K
$760K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-345- 5.1% |
$94.5K - $134K
|
6.42K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-345- 12.16% |
$94.5K - $134K
|
2.49K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-341- 2.56% |
$93.4K - $132K
|
13K
$5.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-340- 3.64% |
$93.1K - $132K
|
9.01K
$4.06M
|