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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.16% |
$548 - $776
|
1.29K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$548 - $776
|
2.64K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-1- 0.06% |
$274 - $388
|
1.65K
$745K
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1- 0.09% |
$274 - $388
|
1.06K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.54% |
$274 - $388
|
184
$82.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.1% |
$274 - $388
|
1.02K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1- 0.07% |
$274 - $388
|
1.39K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1- 0.07% |
$274 - $388
|
1.5K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$274 - $388
|
3.25K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$274 - $388
|
825
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$274 - $388
|
1.62K
$729K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.47% |
$274 - $388
|
211
$95.1K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-256K- 45.46% |
$83.7M - $104M
|
307K
$138M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-232K- 24.85% |
$75.7M - $94.5M
|
701K
$316M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-98.6K- 100.0% |
$32.2M - $40.2M
|
3
$1.35K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-98.5K- 60.85% |
$32.2M - $40.1M
|
63.4K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-64.9K- 0.37% |
$21.2M - $26.5M
|
17.7M
$7.96B
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-39.9K- 50.98% |
$13M - $16.3M
|
38.4K
$17.3M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.5K- 1.0% |
$10.9M - $13.6M
|
3.3M
$1.49B
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.3K- 35.19% |
$7.61M - $9.49M
|
42.9K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.5K- 98.8% |
$6.06M - $7.56M
|
226
$102K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-15.1K- 25.81% |
$4.93M - $6.16M
|
43.4K
$19.6M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-14.3K- 36.31% |
$4.68M - $5.84M
|
25.1K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-14K- 16.25% |
$4.56M - $5.69M
|
71.9K
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.1K- 94.23% |
$4.29M - $5.35M
|
803
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.3K- 54.47% |
$3.69M - $4.61M
|
9.45K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.79K- 51.61% |
$2.87M - $3.58M
|
8.25K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.2K- 0.6% |
$2.68M - $3.34M
|
1.36M
$614M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.07K- 56.87% |
$2.64M - $3.29M
|
6.12K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-7.49K- 16.37% |
$2.45M - $3.05M
|
38.3K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.41K- 98.46% |
$2.09M - $2.61M
|
100
$45.1K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.19K- 63.16% |
$2.02M - $2.52M
|
3.61K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.96K- 89.87% |
$1.95M - $2.43M
|
671
$302K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-5.67K- 56.87% |
$1.85M - $2.31M
|
4.3K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.12K- 75.48% |
$1.67M - $2.09M
|
1.66K
$749K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.29K- 71.63% |
$1.4M - $1.75M
|
1.7K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-4KClosed |
$1.31M - $1.63M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.33K- 27.84% |
$1.09M - $1.36M
|
8.63K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.42K- 25.86% |
$792K - $988K
|
6.95K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.36K- 44.94% |
$772K - $963K
|
2.89K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.02K- 19.7% |
$658K - $821K
|
8.21K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2K- 74.05% |
$654K - $815K
|
701
$316K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-1.8K- 52.94% |
$588K - $734K
|
1.6K
$721K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-1.75K- 8.21% |
$572K - $713K
|
19.6K
$8.81M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 34.52% |
$540K - $674K
|
3.14K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.43K- 53.97% |
$466K - $581K
|
1.22K
$548K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.31K- 55.73% |
$429K - $536K
|
1.04K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.31K- 25.33% |
$427K - $533K
|
3.86K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.3K- 58.82% |
$425K - $530K
|
910
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.22K- 96.68% |
$400K - $499K
|
42
$18.9K
|
|