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 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-69- 0.36% |
$18.9K - $26.8K
|
18.9K
$8.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-69- 0.29% |
$18.9K - $26.8K
|
24K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-69- 2.69% |
$18.9K - $26.8K
|
2.5K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-66- 2.08% |
$18.1K - $25.6K
|
3.11K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-66- 5.64% |
$18.1K - $25.6K
|
1.1K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-66- 2.33% |
$18.1K - $25.6K
|
2.77K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-65- 2.23% |
$17.8K - $25.2K
|
2.85K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-65- 4.2% |
$17.8K - $25.2K
|
1.48K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-64- 5.17% |
$17.5K - $24.8K
|
1.17K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-64- 7.84% |
$17.5K - $24.8K
|
752
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64- 1.17% |
$17.5K - $24.8K
|
5.4K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-64- 6.18% |
$17.5K - $24.8K
|
971
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-64- 9.41% |
$17.5K - $24.8K
|
616
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64- 0.56% |
$17.5K - $24.8K
|
11.3K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-63- 3.61% |
$17.3K - $24.5K
|
1.68K
$758K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-63- 0.07% |
$17.3K - $24.5K
|
90.6K
$40.8M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-62- 2.87% |
$17K - $24.1K
|
2.1K
$947K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-62- 1.13% |
$17K - $24.1K
|
5.44K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-61- 2.75% |
$16.7K - $23.7K
|
2.16K
$971K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-59- 8.63% |
$16.2K - $22.9K
|
625
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-59- 1.42% |
$16.2K - $22.9K
|
4.09K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-58- 1.76% |
$15.9K - $22.5K
|
3.24K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-58- 13.58% |
$15.9K - $22.5K
|
369
$166K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-58- 1.08% |
$15.9K - $22.5K
|
5.29K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-57- 0.96% |
$15.6K - $22.1K
|
5.87K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-56- 1.01% |
$15.3K - $21.7K
|
5.48K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-56- 2.06% |
$15.3K - $21.7K
|
2.66K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-56- 0.6% |
$15.3K - $21.7K
|
9.21K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-55- 7.21% |
$15.1K - $21.4K
|
708
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.96% |
$15.1K - $21.4K
|
2.75K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-54- 1.54% |
$14.8K - $21K
|
3.44K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-54- 0.95% |
$14.8K - $21K
|
5.62K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-54- 1.32% |
$14.8K - $21K
|
4.04K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54- 1.68% |
$14.8K - $21K
|
3.16K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-54- 2.75% |
$14.8K - $21K
|
1.91K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-53- 0.87% |
$14.5K - $20.6K
|
6.04K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-53- 3.01% |
$14.5K - $20.6K
|
1.71K
$768K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.97% |
$14.5K - $20.6K
|
1.28K
$577K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-52- 1.37% |
$14.2K - $20.2K
|
3.76K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-52- 2.68% |
$14.2K - $20.2K
|
1.89K
$852K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-52- 2.13% |
$14.2K - $20.2K
|
2.38K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-52- 1.48% |
$14.2K - $20.2K
|
3.47K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-51- 0.83% |
$14K - $19.8K
|
6.11K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 6.06% |
$14K - $19.8K
|
791
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 3.85% |
$13.7K - $19.4K
|
1.25K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 1.15% |
$13.7K - $19.4K
|
4.29K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-50- 4.9% |
$13.7K - $19.4K
|
970
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 0.99% |
$13.7K - $19.4K
|
4.98K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.84% |
$13.7K - $19.4K
|
2.67K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-50- 7.26% |
$13.7K - $19.4K
|
639
$288K
|