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 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-50- 2.61% |
$13.7K - $19.4K
|
1.87K
$842K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-50- 1.68% |
$13.7K - $19.4K
|
2.93K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-50- 3.86% |
$13.7K - $19.4K
|
1.25K
$561K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-49- 2.91% |
$13.4K - $19K
|
1.63K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.32% |
$13.4K - $19K
|
15K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-48- 0.91% |
$13.1K - $18.6K
|
5.25K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-48- 2.05% |
$13.1K - $18.6K
|
2.3K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-48- 52.75% |
$13.1K - $18.6K
|
43
$19.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-48- 6.87% |
$13.1K - $18.6K
|
651
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-48- 1.41% |
$13.1K - $18.6K
|
3.35K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.04% |
$13.1K - $18.6K
|
904
$407K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-48- 1.44% |
$13.1K - $18.6K
|
3.28K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46- 0.59% |
$12.6K - $17.9K
|
7.69K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-45- 1.64% |
$12.3K - $17.5K
|
2.71K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-45- 4.86% |
$12.3K - $17.5K
|
880
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-45- 0.32% |
$12.3K - $17.5K
|
13.9K
$6.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 5.45% |
$12.3K - $17.5K
|
781
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-44- 0.43% |
$12.1K - $17.1K
|
10.2K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-44- 0.6% |
$12.1K - $17.1K
|
7.25K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 64.71% |
$12.1K - $17.1K
|
24
$10.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44- 4.8% |
$12.1K - $17.1K
|
873
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-43- 2.04% |
$11.8K - $16.7K
|
2.06K
$930K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-43- 0.16% |
$11.8K - $16.7K
|
26.5K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-42- 1.11% |
$11.5K - $16.3K
|
3.75K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-41- 2.28% |
$11.2K - $15.9K
|
1.76K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.82K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-41- 1.94% |
$11.2K - $15.9K
|
2.07K
$933K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-41- 0.52% |
$11.2K - $15.9K
|
7.91K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-40- 4.51% |
$11K - $15.5K
|
846
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-40- 6.13% |
$11K - $15.5K
|
613
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-40- 1.45% |
$11K - $15.5K
|
2.72K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-40- 3.76% |
$11K - $15.5K
|
1.02K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-39- 0.81% |
$10.7K - $15.1K
|
4.75K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-38- 2.94% |
$10.4K - $14.8K
|
1.26K
$566K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-38- 0.95% |
$10.4K - $14.8K
|
3.97K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-38- 4.99% |
$10.4K - $14.8K
|
724
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37- 0.27% |
$10.1K - $14.4K
|
13.5K
$6.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 94.87% |
$10.1K - $14.4K
|
2
$901
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-37- 5.38% |
$10.1K - $14.4K
|
651
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 5.01% |
$10.1K - $14.4K
|
701
$316K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.66% |
$10.1K - $14.4K
|
5.58K
$2.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-37- 1.71% |
$10.1K - $14.4K
|
2.12K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-36- 0.57% |
$9.86K - $14K
|
6.28K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-36- 7.3% |
$9.86K - $14K
|
457
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 1.21% |
$9.86K - $14K
|
2.93K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.54% |
$9.86K - $14K
|
2.31K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-36- 0.64% |
$9.86K - $14K
|
5.61K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-35- 5.49% |
$9.59K - $13.6K
|
603
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-35- 2.14% |
$9.59K - $13.6K
|
1.6K
$722K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-35- 4.85% |
$9.59K - $13.6K
|
687
$310K
|