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 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-339- 17.38% |
$92.9K - $132K
|
1.61K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-335- 7.32% |
$91.8K - $130K
|
4.24K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-334- 7.42% |
$91.5K - $130K
|
4.17K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-333- 16.52% |
$91.2K - $129K
|
1.68K
$758K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-332- 1.47% |
$90.9K - $129K
|
22.2K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-330- 2.57% |
$90.4K - $128K
|
12.5K
$5.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-329- 7.89% |
$90.1K - $128K
|
3.84K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-329- 8.2% |
$90.1K - $128K
|
3.68K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-327- 8.93% |
$89.6K - $127K
|
3.33K
$1.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-325- 22.81% |
$89K - $126K
|
1.1K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-324- 12.67% |
$88.8K - $126K
|
2.23K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-319- 73.17% |
$87.4K - $124K
|
117
$52.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-317- 7.33% |
$86.8K - $123K
|
4.01K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-314- 19.74% |
$86K - $122K
|
1.28K
$575K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-313- 1.96% |
$85.7K - $122K
|
15.7K
$7.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-313- 29.25% |
$85.7K - $122K
|
757
$341K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-310- 19.5% |
$84.9K - $120K
|
1.28K
$577K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-307- 1.42% |
$84.1K - $119K
|
21.2K
$9.57M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-307- 2.97% |
$84.1K - $119K
|
10K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-306- 5.19% |
$83.8K - $119K
|
5.59K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-304- 23.55% |
$83.3K - $118K
|
987
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-300- 21.4% |
$82.2K - $116K
|
1.1K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-300- 23.01% |
$82.2K - $116K
|
1K
$452K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-300- 2.09% |
$82.2K - $116K
|
14K
$6.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-300- 46.08% |
$82.2K - $116K
|
351
$158K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-300- 1.38% |
$82.2K - $116K
|
21.5K
$9.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-294- 25.95% |
$80.5K - $114K
|
839
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-294- 5.68% |
$80.5K - $114K
|
4.88K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-292- 0.17% |
$80K - $113K
|
173K
$78.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-289- 9.18% |
$79.2K - $112K
|
2.86K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-288- 5.94% |
$78.9K - $112K
|
4.56K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-288- 5.22% |
$78.9K - $112K
|
5.23K
$2.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-287- 7.28% |
$78.6K - $111K
|
3.65K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-285- 26.44% |
$78.1K - $111K
|
793
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-285- 23.81% |
$78.1K - $111K
|
912
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-280- 8.88% |
$76.7K - $109K
|
2.87K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-278- 18.06% |
$76.2K - $108K
|
1.26K
$568K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-275- 0.97% |
$75.3K - $107K
|
28.1K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-270- 1.63% |
$74K - $105K
|
16.3K
$7.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-268- 6.42% |
$73.4K - $104K
|
3.91K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-267- 1.8% |
$73.1K - $104K
|
14.6K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-263- 0.37% |
$72K - $102K
|
70.4K
$31.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-262- 1.91% |
$71.8K - $102K
|
13.5K
$6.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-260- 6.8% |
$71.2K - $101K
|
3.56K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-260- 2.18% |
$71.2K - $101K
|
11.7K
$5.26M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-258- 16.13% |
$70.7K - $100K
|
1.34K
$605K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-256- 7.24% |
$70.1K - $99.4K
|
3.28K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-253- 2.37% |
$69.3K - $98.2K
|
10.4K
$4.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-252- 67.2% |
$69K - $97.8K
|
123
$55.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-251- 7.05% |
$68.8K - $97.4K
|
3.31K
$1.49M
|