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 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$4.11K - $5.82K
|
3.48K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 1.25% |
$4.11K - $5.82K
|
1.19K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.94% |
$4.11K - $5.82K
|
1.59K
$716K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-15- 1.58% |
$4.11K - $5.82K
|
935
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-15- 7.35% |
$4.11K - $5.82K
|
189
$85.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-15- 0.23% |
$4.11K - $5.82K
|
6.51K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 1.11% |
$4.11K - $5.82K
|
1.34K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-14- 0.67% |
$3.84K - $5.43K
|
2.07K
$932K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-14- 0.44% |
$3.84K - $5.43K
|
3.15K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-13- 0.79% |
$3.56K - $5.05K
|
1.63K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13- 1.45% |
$3.56K - $5.05K
|
882
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13- 0.55% |
$3.56K - $5.05K
|
2.37K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-13- 0.09% |
$3.56K - $5.05K
|
15K
$6.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-13- 1.11% |
$3.56K - $5.05K
|
1.15K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13- 0.69% |
$3.56K - $5.05K
|
1.87K
$842K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-13- 1.65% |
$3.56K - $5.05K
|
775
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-13- 0.24% |
$3.56K - $5.05K
|
5.45K
$2.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12- 0.44% |
$3.29K - $4.66K
|
2.74K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-12- 0.28% |
$3.29K - $4.66K
|
4.31K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12- 1.47% |
$3.29K - $4.66K
|
803
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 1.21% |
$3.29K - $4.66K
|
977
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-12- 0.11% |
$3.29K - $4.66K
|
10.8K
$4.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-12- 1.96% |
$3.29K - $4.66K
|
600
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-12- 0.15% |
$3.29K - $4.66K
|
7.88K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-12- 0.57% |
$3.29K - $4.66K
|
2.1K
$945K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-12- 2.07% |
$3.29K - $4.66K
|
568
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-11- 0.27% |
$3.01K - $4.27K
|
4.14K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11- 0.48% |
$3.01K - $4.27K
|
2.29K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 2.9% |
$3.01K - $4.27K
|
368
$166K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.25% |
$3.01K - $4.27K
|
4.32K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11- 0.45% |
$3.01K - $4.27K
|
2.41K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-11- 1.65% |
$3.01K - $4.27K
|
656
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11- 1.77% |
$3.01K - $4.27K
|
610
$275K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-10- 0.68% |
$2.74K - $3.88K
|
1.46K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 1.09% |
$2.74K - $3.88K
|
905
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-10- 0.87% |
$2.74K - $3.88K
|
1.14K
$515K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 4.08% |
$2.74K - $3.88K
|
235
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10- 1.08% |
$2.74K - $3.88K
|
918
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-10- 1.18% |
$2.74K - $3.88K
|
840
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.53% |
$2.74K - $3.88K
|
1.88K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-10- 0.71% |
$2.74K - $3.88K
|
1.39K
$627K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-10- 0.16% |
$2.74K - $3.88K
|
6.13K
$2.76M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-10- 0.27% |
$2.74K - $3.88K
|
3.74K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.26% |
$2.74K - $3.88K
|
3.83K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10- 0.22% |
$2.74K - $3.88K
|
4.44K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-9- 0.69% |
$2.47K - $3.49K
|
1.3K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-9- 0.37% |
$2.47K - $3.49K
|
2.42K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9- 0.74% |
$2.47K - $3.49K
|
1.21K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-8- 0.28% |
$2.19K - $3.11K
|
2.85K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8- 0.91% |
$2.19K - $3.11K
|
874
$394K
|