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
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 5.13% |
$331K - $469K
|
22.3K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.2K- 10.81% |
$329K - $466K
|
9.9K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.2K- 54.95% |
$329K - $466K
|
984
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 25.28% |
$322K - $456K
|
3.47K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 1.77% |
$321K - $455K
|
64.9K
$29.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.17K- 2.96% |
$321K - $454K
|
38.4K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 7.12% |
$313K - $444K
|
14.9K
$6.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 4.37% |
$309K - $438K
|
24.7K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.12K- 7.71% |
$306K - $433K
|
13.4K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.12K- 14.65% |
$305K - $433K
|
6.5K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.11K- 38.07% |
$304K - $431K
|
1.81K
$814K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.11K- 3.81% |
$304K - $430K
|
28K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.1K- 1.27% |
$300K - $425K
|
85.1K
$38.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 19.97% |
$291K - $413K
|
4.27K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.02K- 1.1% |
$279K - $396K
|
92K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1K- 31.08% |
$274K - $388K
|
2.22K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1K- 3.28% |
$274K - $388K
|
29.5K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-994- 15.09% |
$272K - $386K
|
5.59K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-992- 0.27% |
$272K - $385K
|
362K
$163M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-964- 4.65% |
$264K - $374K
|
19.8K
$8.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-959- 3.18% |
$263K - $372K
|
29.2K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-957- 2.39% |
$262K - $372K
|
39.1K
$17.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-949- 1.25% |
$260K - $368K
|
75.1K
$33.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-945- 4.85% |
$259K - $367K
|
18.5K
$8.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-944- 50.0% |
$259K - $366K
|
944
$425K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-942- 12.05% |
$258K - $366K
|
6.88K
$3.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-938- 4.34% |
$257K - $364K
|
20.7K
$9.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-932- 6.82% |
$255K - $362K
|
12.7K
$5.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-918- 5.57% |
$251K - $356K
|
15.6K
$7.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-916- 46.97% |
$251K - $356K
|
1.03K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-911- 6.02% |
$250K - $354K
|
14.2K
$6.41M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-910- 6.48% |
$249K - $353K
|
13.1K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-909- 13.4% |
$249K - $353K
|
5.88K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-900- 18.37% |
$247K - $349K
|
4K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.5% |
$247K - $349K
|
24.8K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-895- 2.79% |
$245K - $347K
|
31.1K
$14M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-889- 48.18% |
$244K - $345K
|
956
$431K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-887- 40.65% |
$243K - $344K
|
1.3K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-872- 12.85% |
$239K - $339K
|
5.91K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-868- 1.42% |
$238K - $337K
|
60.4K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-863- 6.08% |
$236K - $335K
|
13.3K
$6M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-860- 0.69% |
$236K - $334K
|
123K
$55.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-858- 15.71% |
$235K - $333K
|
4.61K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-852- 10.2% |
$233K - $331K
|
7.5K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-850- 90.23% |
$233K - $330K
|
92
$41.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-840- 3.19% |
$230K - $326K
|
25.5K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-838- 1.25% |
$230K - $325K
|
66.1K
$29.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-836- 60.84% |
$229K - $325K
|
538
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-830- 30.37% |
$227K - $322K
|
1.9K
$858K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-830- 60.85% |
$227K - $322K
|
534
$241K
|