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
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-113- 0.06% |
$31K - $43.9K
|
187K
$84.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-113- 64.94% |
$31K - $43.9K
|
61
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-112- 3.91% |
$30.7K - $43.5K
|
2.75K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-111- 0.67% |
$30.4K - $43.1K
|
16.5K
$7.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-110- 0.48% |
$30.1K - $42.7K
|
23K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-110- 1.5% |
$30.1K - $42.7K
|
7.25K
$3.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-109- 2.5% |
$29.9K - $42.3K
|
4.25K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-108- 0.95% |
$29.6K - $41.9K
|
11.3K
$5.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 1.77% |
$29.6K - $41.9K
|
5.99K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-107- 4.51% |
$29.3K - $41.5K
|
2.26K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-105- 8.5% |
$28.8K - $40.8K
|
1.13K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-105- 2.26% |
$28.8K - $40.8K
|
4.54K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 3.51% |
$28.5K - $40.4K
|
2.86K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-103- 0.62% |
$28.2K - $40K
|
16.5K
$7.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-103- 1.22% |
$28.2K - $40K
|
8.35K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-103- 16.48% |
$28.2K - $40K
|
522
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-102- 8.34% |
$27.9K - $39.6K
|
1.12K
$505K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-102- 7.48% |
$27.9K - $39.6K
|
1.26K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-101- 8.51% |
$27.7K - $39.2K
|
1.09K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-100- 8.33% |
$27.4K - $38.8K
|
1.1K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 0.73% |
$27.4K - $38.8K
|
13.5K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-100- 12.66% |
$27.4K - $38.8K
|
690
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
PUT |
-100- 50.0% |
$27.4K - $38.8K
|
100
$45.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 19.19% |
$27.4K - $38.8K
|
421
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 10.31% |
$27.4K - $38.8K
|
870
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-100- 0.49% |
$27.4K - $38.8K
|
20.3K
$9.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 8.87% |
$27.4K - $38.8K
|
1.03K
$463K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.56% |
$27.4K - $38.8K
|
17.9K
$8.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 19.42% |
$27.4K - $38.8K
|
415
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-100- 4.02% |
$27.4K - $38.8K
|
2.39K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-100- 0.44% |
$27.4K - $38.8K
|
22.5K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-100- 1.83% |
$27.4K - $38.8K
|
5.36K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-100- 1.43% |
$27.4K - $38.8K
|
6.9K
$3.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.87% |
$27.4K - $38.8K
|
2.49K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-100- 3.9% |
$27.4K - $38.8K
|
2.46K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-99- 11.35% |
$27.1K - $38.4K
|
773
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 0.51% |
$26.8K - $38K
|
19.3K
$8.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-97- 8.79% |
$26.6K - $37.7K
|
1.01K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-97- 2.4% |
$26.6K - $37.7K
|
3.94K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-96- 4.26% |
$26.3K - $37.3K
|
2.16K
$973K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-96- 3.36% |
$26.3K - $37.3K
|
2.76K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-96- 0.9% |
$26.3K - $37.3K
|
10.6K
$4.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-96- 7.72% |
$26.3K - $37.3K
|
1.15K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 8.69% |
$26K - $36.9K
|
998
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-95- 3.26% |
$26K - $36.9K
|
2.82K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 22.2% |
$26K - $36.9K
|
333
$150K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-95- 8.06% |
$26K - $36.9K
|
1.08K
$489K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-94- 10.32% |
$25.8K - $36.5K
|
817
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-94- 0.38% |
$25.8K - $36.5K
|
24.7K
$11.1M
|