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 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-823- 1.16% |
$225K - $319K
|
69.8K
$31.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-823- 23.36% |
$225K - $319K
|
2.7K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-810- 4.3% |
$222K - $314K
|
18K
$8.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-800- 3.38% |
$219K - $311K
|
22.9K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-793- 16.3% |
$217K - $308K
|
4.07K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-788- 2.7% |
$216K - $306K
|
28.4K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-786- 35.31% |
$215K - $305K
|
1.44K
$649K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-785- 32.76% |
$215K - $305K
|
1.61K
$726K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-781- 1.5% |
$214K - $303K
|
51.4K
$23.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-777- 4.73% |
$213K - $302K
|
15.6K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-776- 0.71% |
$213K - $301K
|
109K
$49.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-774- 3.61% |
$212K - $300K
|
20.7K
$9.32M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-772- 42.89% |
$211K - $300K
|
1.03K
$463K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-768- 9.34% |
$210K - $298K
|
7.45K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-766- 19.27% |
$210K - $297K
|
3.21K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-766- 9.24% |
$210K - $297K
|
7.53K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-753- 7.21% |
$206K - $292K
|
9.7K
$4.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-750- 65.62% |
$205K - $291K
|
393
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-740- 5.48% |
$203K - $287K
|
12.8K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-737- 6.2% |
$202K - $286K
|
11.1K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-735- 0.64% |
$201K - $285K
|
114K
$51.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-735- 17.79% |
$201K - $285K
|
3.4K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-730- 12.75% |
$200K - $283K
|
5K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-729- 7.56% |
$200K - $283K
|
8.91K
$4.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-728- 2.88% |
$199K - $283K
|
24.6K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-718- 10.45% |
$197K - $279K
|
6.15K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-713- 16.13% |
$195K - $277K
|
3.71K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-700- 33.33% |
$192K - $272K
|
1.4K
$631K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-695- 15.15% |
$190K - $270K
|
3.89K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-692- 0.72% |
$190K - $269K
|
94.9K
$42.8M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-690- 2.33% |
$189K - $268K
|
28.9K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-685- 15.44% |
$188K - $266K
|
3.75K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-684- 15.62% |
$187K - $266K
|
3.69K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-683- 25.79% |
$187K - $265K
|
1.97K
$886K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-661- 10.53% |
$181K - $257K
|
5.62K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-660- 7.4% |
$181K - $256K
|
8.26K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-655- 26.16% |
$179K - $254K
|
1.85K
$833K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 6.68% |
$178K - $252K
|
9.06K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-648- 44.38% |
$178K - $252K
|
812
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-646- 79.36% |
$177K - $251K
|
168
$75.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-639- 1.43% |
$175K - $248K
|
44.2K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-630- 1.51% |
$173K - $245K
|
41.1K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-628- 4.79% |
$172K - $244K
|
12.5K
$5.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-626- 8.42% |
$171K - $243K
|
6.81K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-625- 12.16% |
$171K - $243K
|
4.51K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-615- 1.54% |
$168K - $239K
|
39.2K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-613- 15.42% |
$168K - $238K
|
3.36K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-608- 28.33% |
$167K - $236K
|
1.54K
$693K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-598- 4.58% |
$164K - $232K
|
12.5K
$5.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-598- 21.36% |
$164K - $232K
|
2.2K
$992K
|