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 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-150- 14.75% |
$41.1K - $58.2K
|
867
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-149- 8.55% |
$40.8K - $57.8K
|
1.59K
$718K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 7.27% |
$40.8K - $57.8K
|
1.9K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-148- 17.23% |
$40.5K - $57.5K
|
711
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-148- 3.69% |
$40.5K - $57.5K
|
3.86K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-147- 6.69% |
$40.3K - $57.1K
|
2.05K
$923K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-144- 10.39% |
$39.4K - $55.9K
|
1.24K
$560K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-142- 0.78% |
$38.9K - $55.1K
|
18K
$8.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-142- 0.78% |
$38.9K - $55.1K
|
18K
$8.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-142- 17.09% |
$38.9K - $55.1K
|
689
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-141- 1.58% |
$38.6K - $54.7K
|
8.79K
$3.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-141- 7.8% |
$38.6K - $54.7K
|
1.67K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-140- 2.13% |
$38.4K - $54.3K
|
6.43K
$2.9M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-139- 13.09% |
$38.1K - $54K
|
923
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-139- 3.57% |
$38.1K - $54K
|
3.76K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-138- 15.66% |
$37.8K - $53.6K
|
743
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-136- 2.26% |
$37.3K - $52.8K
|
5.88K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-135- 4.69% |
$37K - $52.4K
|
2.75K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-134- 21.44% |
$36.7K - $52K
|
491
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-133- 1.25% |
$36.4K - $51.6K
|
10.5K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-133- 7.92% |
$36.4K - $51.6K
|
1.55K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-131- 0.6% |
$35.9K - $50.9K
|
21.6K
$9.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 5.83% |
$35.6K - $50.5K
|
2.1K
$945K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-130- 1.81% |
$35.6K - $50.5K
|
7.07K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-130- 10.29% |
$35.6K - $50.5K
|
1.13K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-128- 12.62% |
$35.1K - $49.7K
|
886
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-125- 1.12% |
$34.2K - $48.5K
|
11K
$4.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 6.94% |
$34.2K - $48.5K
|
1.68K
$755K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-125- 0.67% |
$34.2K - $48.5K
|
18.4K
$8.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 0.59% |
$34.2K - $48.5K
|
21.1K
$9.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-125- 4.37% |
$34.2K - $48.5K
|
2.74K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-122- 0.54% |
$33.4K - $47.4K
|
22.6K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-122- 4.44% |
$33.4K - $47.4K
|
2.63K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-121- 11.66% |
$33.1K - $47K
|
917
$413K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-120- 0.13% |
$32.9K - $46.6K
|
93.3K
$42M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-120- 12.62% |
$32.9K - $46.6K
|
831
$374K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-120- 5.22% |
$32.9K - $46.6K
|
2.18K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-119- 4.26% |
$32.6K - $46.2K
|
2.68K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-119- 3.63% |
$32.6K - $46.2K
|
3.16K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-119- 10.29% |
$32.6K - $46.2K
|
1.04K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-118- 1.89% |
$32.3K - $45.8K
|
6.12K
$2.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-117- 46.8% |
$32.1K - $45.4K
|
133
$59.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-117- 10.39% |
$32.1K - $45.4K
|
1.01K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-117- 11.09% |
$32.1K - $45.4K
|
938
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-116- 0.71% |
$31.8K - $45K
|
16.1K
$7.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 2.65% |
$31.8K - $45K
|
4.26K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-116- 0.67% |
$31.8K - $45K
|
17.1K
$7.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-115- 14.02% |
$31.5K - $44.6K
|
705
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.07% |
$31.2K - $44.3K
|
157K
$70.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-113- 2.38% |
$31K - $43.9K
|
4.64K
$2.09M
|