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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 67.57% |
$538K - $762K
|
942
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.9K- 13.85% |
$520K - $738K
|
11.8K
$5.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.89K- 32.24% |
$516K - $732K
|
3.96K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.88K- 3.58% |
$515K - $730K
|
50.7K
$22.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.87K- 1.43% |
$512K - $726K
|
129K
$58.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.87K- 97.24% |
$511K - $724K
|
53
$23.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.82K- 2.59% |
$499K - $708K
|
68.6K
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.82K- 76.72% |
$499K - $707K
|
553
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.82K- 12.53% |
$498K - $705K
|
12.7K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.79K- 47.99% |
$491K - $695K
|
1.94K
$875K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 3.58% |
$476K - $674K
|
46.8K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.74K- 2.84% |
$475K - $674K
|
59.4K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.73K- 2.01% |
$475K - $673K
|
84.5K
$38.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.73K- 55.96% |
$475K - $673K
|
1.36K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.7K- 21.94% |
$467K - $661K
|
6.06K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 5.65% |
$464K - $658K
|
28.3K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.68K- 17.94% |
$460K - $652K
|
7.68K
$3.46M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.64K- 1.0% |
$449K - $637K
|
162K
$72.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.63K- 20.12% |
$446K - $632K
|
6.47K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.62K- 64.12% |
$445K - $630K
|
908
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.62K- 5.98% |
$444K - $629K
|
25.5K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.55K- 3.72% |
$423K - $600K
|
40K
$18M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.54K- 2.81% |
$420K - $596K
|
53K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.52K- 22.01% |
$417K - $591K
|
5.39K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.49K- 6.56% |
$408K - $578K
|
21.2K
$9.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.47K- 9.3% |
$402K - $570K
|
14.3K
$6.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.46K- 18.87% |
$400K - $566K
|
6.27K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 1.93% |
$395K - $560K
|
73.2K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.43K- 13.51% |
$392K - $555K
|
9.15K
$4.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.43K- 3.1% |
$391K - $554K
|
44.6K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.42K- 3.58% |
$389K - $551K
|
38.3K
$17.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.41K- 15.78% |
$387K - $549K
|
7.55K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.41K- 1.77% |
$387K - $549K
|
78.5K
$35.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.41K- 17.15% |
$386K - $547K
|
6.81K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.41K- 0.61% |
$386K - $547K
|
228K
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.32K- 47.13% |
$361K - $511K
|
1.48K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 0.84% |
$356K - $505K
|
154K
$69.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.6% |
$354K - $501K
|
26.8K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.29K- 24.18% |
$352K - $499K
|
4.03K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.28K- 6.39% |
$351K - $498K
|
18.8K
$8.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.27K- 4.96% |
$348K - $493K
|
24.4K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.27K- 1.59% |
$347K - $491K
|
78.5K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.26K- 11.92% |
$345K - $488K
|
9.29K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.24K- 10.5% |
$340K - $481K
|
10.6K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.24K- 26.88% |
$339K - $480K
|
3.37K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.23K- 15.49% |
$336K - $476K
|
6.69K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 21.92% |
$334K - $474K
|
4.35K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 10.37% |
$333K - $472K
|
10.5K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.21K- 23.04% |
$332K - $470K
|
4.05K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 27.02% |
$331K - $469K
|
3.26K
$1.47M
|