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 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-251- 1.72% |
$68.8K - $97.4K
|
14.3K
$6.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 6.88% |
$68.5K - $97.1K
|
3.38K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 5.3% |
$68.5K - $97.1K
|
4.47K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-249- 2.28% |
$68.2K - $96.7K
|
10.7K
$4.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-248- 20.03% |
$67.9K - $96.3K
|
990
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-247- 5.81% |
$67.7K - $95.9K
|
4.01K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-246- 3.71% |
$67.4K - $95.5K
|
6.39K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-245- 17.06% |
$67.1K - $95.1K
|
1.19K
$537K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-245- 4.06% |
$67.1K - $95.1K
|
5.78K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-239- 8.27% |
$65.5K - $92.8K
|
2.65K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-238- 3.92% |
$65.2K - $92.4K
|
5.83K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-237- 41.65% |
$64.9K - $92K
|
332
$150K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-237- 15.5% |
$64.9K - $92K
|
1.29K
$582K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-236- 0.64% |
$64.6K - $91.6K
|
36.4K
$16.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-235- 13.54% |
$64.4K - $91.2K
|
1.5K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-234- 3.91% |
$64.1K - $90.8K
|
5.75K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-234- 10.05% |
$64.1K - $90.8K
|
2.09K
$944K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 1.99% |
$63.8K - $90.5K
|
11.5K
$5.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-232- 7.93% |
$63.6K - $90.1K
|
2.69K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-230- 1.64% |
$63K - $89.3K
|
13.8K
$6.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-228- 18.75% |
$62.5K - $88.5K
|
988
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-227- 12.07% |
$62.2K - $88.1K
|
1.65K
$745K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-227- 27.45% |
$62.2K - $88.1K
|
600
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-225- 20.13% |
$61.6K - $87.3K
|
893
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-225- 14.84% |
$61.6K - $87.3K
|
1.29K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-224- 1.37% |
$61.4K - $87K
|
16.1K
$7.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-224- 3.67% |
$61.4K - $87K
|
5.88K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-222- 0.39% |
$60.8K - $86.2K
|
56.3K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-220- 1.43% |
$60.3K - $85.4K
|
15.2K
$6.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-219- 3.83% |
$60K - $85K
|
5.49K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-217- 2.29% |
$59.4K - $84.2K
|
9.25K
$4.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-215- 1.25% |
$58.9K - $83.5K
|
17K
$7.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-213- 2.37% |
$58.3K - $82.7K
|
8.78K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-213- 0.56% |
$58.3K - $82.7K
|
37.8K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-212- 12.42% |
$58.1K - $82.3K
|
1.5K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-211- 9.67% |
$57.8K - $81.9K
|
1.97K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-210- 18.57% |
$57.5K - $81.5K
|
921
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-208- 22.76% |
$57K - $80.7K
|
706
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-208- 1.21% |
$57K - $80.7K
|
17K
$7.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-207- 2.41% |
$56.7K - $80.4K
|
8.37K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-205- 0.55% |
$56.2K - $79.6K
|
37.3K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-205- 2.63% |
$56.2K - $79.6K
|
7.6K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-204- 9.09% |
$55.9K - $79.2K
|
2.04K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-204- 5.7% |
$55.9K - $79.2K
|
3.37K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-204- 47.55% |
$55.9K - $79.2K
|
225
$101K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-204- 2.39% |
$55.9K - $79.2K
|
8.32K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-204- 17.72% |
$55.9K - $79.2K
|
947
$427K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-202- 5.16% |
$55.3K - $78.4K
|
3.71K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-201- 14.64% |
$55.1K - $78K
|
1.17K
$528K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-200- 1.7% |
$54.8K - $77.6K
|
11.6K
$5.21M
|