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 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-35- 2.18% |
$9.59K - $13.6K
|
1.57K
$709K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.17% |
$9.59K - $13.6K
|
20.7K
$9.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-35- 2.0% |
$9.59K - $13.6K
|
1.72K
$774K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-35- 2.64% |
$9.59K - $13.6K
|
1.29K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-35- 1.96% |
$9.59K - $13.6K
|
1.75K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-34- 0.65% |
$9.31K - $13.2K
|
5.19K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-34- 10.09% |
$9.31K - $13.2K
|
303
$137K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-34- 2.04% |
$9.31K - $13.2K
|
1.64K
$737K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-34- 1.34% |
$9.31K - $13.2K
|
2.51K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-34- 5.48% |
$9.31K - $13.2K
|
587
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-33- 1.33% |
$9.04K - $12.8K
|
2.46K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 2.6% |
$9.04K - $12.8K
|
1.24K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-33- 0.98% |
$9.04K - $12.8K
|
3.32K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.76% |
$9.04K - $12.8K
|
1.85K
$831K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-33- 3.49% |
$9.04K - $12.8K
|
912
$411K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-32- 0.76% |
$8.77K - $12.4K
|
4.19K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.26% |
$8.77K - $12.4K
|
12.2K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-31- 4.71% |
$8.49K - $12K
|
627
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-30- 0.07% |
$8.22K - $11.6K
|
41.9K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-30- 3.86% |
$8.22K - $11.6K
|
747
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 1.81% |
$8.22K - $11.6K
|
1.63K
$732K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 0.66% |
$8.22K - $11.6K
|
4.48K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 1.1% |
$8.22K - $11.6K
|
2.7K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-30- 2.29% |
$8.22K - $11.6K
|
1.28K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-29- 2.72% |
$7.94K - $11.3K
|
1.04K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-29- 2.45% |
$7.94K - $11.3K
|
1.15K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-29- 0.85% |
$7.94K - $11.3K
|
3.36K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 3.3% |
$7.94K - $11.3K
|
849
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-28- 5.3% |
$7.67K - $10.9K
|
500
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28- 4.09% |
$7.67K - $10.9K
|
656
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-28- 4.1% |
$7.67K - $10.9K
|
655
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-28- 3.85% |
$7.67K - $10.9K
|
700
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 0.89% |
$7.67K - $10.9K
|
3.12K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-28- 0.65% |
$7.67K - $10.9K
|
4.25K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-28- 4.06% |
$7.67K - $10.9K
|
661
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-28- 2.5% |
$7.67K - $10.9K
|
1.09K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-27- 3.94% |
$7.4K - $10.5K
|
658
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-26- 4.14% |
$7.12K - $10.1K
|
602
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-26- 40.0% |
$7.12K - $10.1K
|
39
$17.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-26- 1.44% |
$7.12K - $10.1K
|
1.78K
$802K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-26- 1.13% |
$7.12K - $10.1K
|
2.27K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-26- 3.0% |
$7.12K - $10.1K
|
841
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.68% |
$6.85K - $9.71K
|
3.64K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 1.28% |
$6.85K - $9.71K
|
1.92K
$867K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-25- 1.5% |
$6.85K - $9.71K
|
1.64K
$740K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 0.75% |
$6.85K - $9.71K
|
3.32K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.67% |
$6.85K - $9.71K
|
3.72K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.51% |
$6.85K - $9.71K
|
4.87K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25- 3.38% |
$6.85K - $9.71K
|
714
$322K
|