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 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$6.85K - $9.71K
|
6.1K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-25- 1.75% |
$6.85K - $9.71K
|
1.4K
$631K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.1% |
$6.85K - $9.71K
|
2.25K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-24- 24.0% |
$6.57K - $9.32K
|
76
$34.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-24- 0.09% |
$6.57K - $9.32K
|
25.3K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-24- 3.9% |
$6.57K - $9.32K
|
592
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-23- 1.65% |
$6.3K - $8.93K
|
1.37K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-23- 0.19% |
$6.3K - $8.93K
|
11.9K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-23- 2.47% |
$6.3K - $8.93K
|
907
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22- 1.6% |
$6.03K - $8.54K
|
1.36K
$611K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-22- 1.76% |
$6.03K - $8.54K
|
1.23K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-22- 1.46% |
$6.03K - $8.54K
|
1.49K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-22- 0.92% |
$6.03K - $8.54K
|
2.37K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-22- 0.04% |
$6.03K - $8.54K
|
54.3K
$24.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-22- 1.67% |
$6.03K - $8.54K
|
1.3K
$585K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-21- 1.06% |
$5.75K - $8.15K
|
1.96K
$882K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-21- 1.28% |
$5.75K - $8.15K
|
1.62K
$729K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-21- 0.95% |
$5.75K - $8.15K
|
2.19K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-21- 0.92% |
$5.75K - $8.15K
|
2.27K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-21- 0.71% |
$5.75K - $8.15K
|
2.92K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-21- 2.31% |
$5.75K - $8.15K
|
890
$401K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.61% |
$5.48K - $7.76K
|
3.24K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 3.05% |
$5.48K - $7.76K
|
635
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-20- 0.3% |
$5.48K - $7.76K
|
6.62K
$2.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-20- 50.0% |
$5.48K - $7.76K
|
20
$9.01K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-20- 0.2% |
$5.48K - $7.76K
|
10.1K
$4.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$5.48K - $7.76K
|
7.88K
$3.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.46% |
$5.48K - $7.76K
|
4.36K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.25% |
$5.2K - $7.38K
|
825
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-19- 0.86% |
$5.2K - $7.38K
|
2.2K
$993K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-19- 2.87% |
$5.2K - $7.38K
|
644
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-19- 1.35% |
$5.2K - $7.38K
|
1.39K
$625K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-19- 1.73% |
$5.2K - $7.38K
|
1.08K
$487K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-18- 1.36% |
$4.93K - $6.99K
|
1.3K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-18- 0.69% |
$4.93K - $6.99K
|
2.57K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 1.12% |
$4.93K - $6.99K
|
1.6K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.11% |
$4.93K - $6.99K
|
1.61K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-18- 0.48% |
$4.93K - $6.99K
|
3.76K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-18- 4.31% |
$4.93K - $6.99K
|
400
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.52% |
$4.66K - $6.6K
|
3.25K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-17- 0.12% |
$4.66K - $6.6K
|
14.5K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-16- 0.99% |
$4.38K - $6.21K
|
1.6K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16- 0.92% |
$4.38K - $6.21K
|
1.72K
$776K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.43% |
$4.38K - $6.21K
|
3.67K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-16- 1.96% |
$4.38K - $6.21K
|
800
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.41% |
$4.38K - $6.21K
|
3.88K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 0.55% |
$4.11K - $5.82K
|
2.72K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-15- 3.14% |
$4.11K - $5.82K
|
463
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 1.85% |
$4.11K - $5.82K
|
795
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15- 1.32% |
$4.11K - $5.82K
|
1.13K
$507K
|