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 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 24.21% |
$54.8K - $77.6K
|
626
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-199- 14.66% |
$54.5K - $77.3K
|
1.16K
$522K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-197- 1.3% |
$54K - $76.5K
|
15K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-196- 2.8% |
$53.7K - $76.1K
|
6.8K
$3.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-193- 1.84% |
$52.9K - $74.9K
|
10.3K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-193- 24.94% |
$52.9K - $74.9K
|
581
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-192- 3.09% |
$52.6K - $74.5K
|
6.02K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-190- 6.36% |
$52K - $73.8K
|
2.8K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-190- 1.34% |
$52K - $73.8K
|
14K
$6.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-190- 10.73% |
$52K - $73.8K
|
1.58K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-189- 4.4% |
$51.8K - $73.4K
|
4.11K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-189- 2.39% |
$51.8K - $73.4K
|
7.73K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-187- 8.62% |
$51.2K - $72.6K
|
1.98K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-187- 9.4% |
$51.2K - $72.6K
|
1.8K
$813K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-184- 5.91% |
$50.4K - $71.4K
|
2.93K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-183- 0.77% |
$50.1K - $71K
|
23.7K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-182- 0.23% |
$49.9K - $70.7K
|
78.8K
$35.5M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-181- 4.68% |
$49.6K - $70.3K
|
3.69K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-179- 2.98% |
$49K - $69.5K
|
5.82K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-178- 3.8% |
$48.8K - $69.1K
|
4.51K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-177- 18.89% |
$48.5K - $68.7K
|
760
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-177- 3.81% |
$48.5K - $68.7K
|
4.46K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-177- 1.39% |
$48.5K - $68.7K
|
12.6K
$5.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-176- 17.12% |
$48.2K - $68.3K
|
852
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-176- 6.02% |
$48.2K - $68.3K
|
2.75K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-176- 2.28% |
$48.2K - $68.3K
|
7.55K
$3.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-176- 13.35% |
$48.2K - $68.3K
|
1.14K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-175- 3.51% |
$47.9K - $67.9K
|
4.82K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-175- 63.64% |
$47.9K - $67.9K
|
100
$45.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-175- 2.82% |
$47.9K - $67.9K
|
6.03K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-174- 2.83% |
$47.7K - $67.5K
|
5.98K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-173- 4.48% |
$47.4K - $67.2K
|
3.69K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-170- 3.44% |
$46.6K - $66K
|
4.77K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-169- 3.23% |
$46.3K - $65.6K
|
5.06K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-167- 12.76% |
$45.7K - $64.8K
|
1.14K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-165- 2.66% |
$45.2K - $64.1K
|
6.04K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-162- 0.9% |
$44.4K - $62.9K
|
17.9K
$8.08M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-161- 11.83% |
$44.1K - $62.5K
|
1.2K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-161- 7.09% |
$44.1K - $62.5K
|
2.11K
$951K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-159- 0.89% |
$43.6K - $61.7K
|
17.7K
$7.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-159- 5.25% |
$43.6K - $61.7K
|
2.87K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-158- 8.07% |
$43.3K - $61.3K
|
1.8K
$811K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-157- 2.98% |
$43K - $60.9K
|
5.12K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-155- 0.59% |
$42.5K - $60.2K
|
26K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-154- 2.63% |
$42.2K - $59.8K
|
5.71K
$2.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-154- 41.18% |
$42.2K - $59.8K
|
220
$99.1K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-153- 17.96% |
$41.9K - $59.4K
|
699
$315K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 5.8% |
$41.6K - $59K
|
2.47K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-150- 19.26% |
$41.1K - $58.2K
|
629
$283K
|