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 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.68K- 17.94% |
$460K - $652K
|
7.68K
$3.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.62K- 5.98% |
$444K - $629K
|
25.5K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.47K- 9.3% |
$402K - $570K
|
14.3K
$6.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.46K- 18.87% |
$400K - $566K
|
6.27K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.42K- 3.58% |
$389K - $551K
|
38.3K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.6% |
$354K - $501K
|
26.8K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.29K- 24.18% |
$352K - $499K
|
4.03K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 21.92% |
$334K - $474K
|
4.35K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 27.02% |
$331K - $469K
|
3.26K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$9.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.2K- 54.95% |
$329K - $466K
|
984
$423K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 7.12% |
$313K - $444K
|
14.9K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1K- 3.28% |
$274K - $388K
|
29.5K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-994- 15.09% |
$272K - $386K
|
5.59K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-959- 3.18% |
$263K - $372K
|
29.2K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-957- 2.39% |
$262K - $372K
|
39.1K
$16.8M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$32.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$8.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-916- 46.97% |
$251K - $356K
|
1.03K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-909- 13.4% |
$249K - $353K
|
5.88K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.5% |
$247K - $349K
|
24.8K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-895- 2.79% |
$245K - $347K
|
31.1K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-872- 12.85% |
$239K - $339K
|
5.91K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-860- 0.69% |
$236K - $334K
|
123K
$52.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-858- 15.71% |
$235K - $333K
|
4.61K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-838- 1.25% |
$230K - $325K
|
66.1K
$28.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-830- 30.37% |
$227K - $322K
|
1.9K
$817K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-788- 2.7% |
$216K - $306K
|
28.4K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-785- 32.76% |
$215K - $305K
|
1.61K
$692K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-777- 4.73% |
$213K - $302K
|
15.6K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$8.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-766- 9.24% |
$210K - $297K
|
7.53K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-753- 7.21% |
$206K - $292K
|
9.7K
$4.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-750- 65.62% |
$205K - $291K
|
393
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-740- 5.48% |
$203K - $287K
|
12.8K
$5.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-735- 0.64% |
$201K - $285K
|
114K
$48.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-735- 17.79% |
$201K - $285K
|
3.4K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-718- 10.45% |
$197K - $279K
|
6.15K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-695- 15.15% |
$190K - $270K
|
3.89K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 15.44% |
$188K - $266K
|
3.75K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-683- 25.79% |
$187K - $265K
|
1.97K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-661- 10.53% |
$181K - $257K
|
5.62K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-660- 7.4% |
$181K - $256K
|
8.26K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-655- 26.16% |
$179K - $254K
|
1.85K
$794K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-646- 79.36% |
$177K - $251K
|
168
$72.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-615- 1.54% |
$168K - $239K
|
39.2K
$16.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-608- 28.33% |
$167K - $236K
|
1.54K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-598- 21.36% |
$164K - $232K
|
2.2K
$946K
|