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 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-598- 1.78% |
$164K - $232K
|
32.9K
$14.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-597- 36.16% |
$164K - $232K
|
1.05K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-597- 5.28% |
$164K - $232K
|
10.7K
$4.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-591- 6.68% |
$162K - $229K
|
8.25K
$3.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-591- 13.85% |
$162K - $229K
|
3.68K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-590- 16.43% |
$162K - $229K
|
3K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-590- 8.48% |
$162K - $229K
|
6.37K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-589- 2.16% |
$161K - $229K
|
26.6K
$12M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-588- 3.75% |
$161K - $228K
|
15.1K
$6.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-587- 13.49% |
$161K - $228K
|
3.77K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-586- 2.41% |
$161K - $227K
|
23.8K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-584- 2.28% |
$160K - $227K
|
25K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-581- 1.4% |
$159K - $226K
|
40.9K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-580- 7.7% |
$159K - $225K
|
6.96K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-575- 4.94% |
$158K - $223K
|
11.1K
$4.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-571- 24.96% |
$156K - $222K
|
1.72K
$774K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-565- 8.48% |
$155K - $219K
|
6.1K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 18.44% |
$153K - $216K
|
2.46K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-550- 14.47% |
$151K - $214K
|
3.25K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-550- 4.43% |
$151K - $214K
|
11.9K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-548- 1.11% |
$150K - $213K
|
48.6K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-546- 8.91% |
$150K - $212K
|
5.58K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-540- 8.82% |
$148K - $210K
|
5.58K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-534- 14.69% |
$146K - $207K
|
3.1K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-534- 15.42% |
$146K - $207K
|
2.93K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-533- 5.22% |
$146K - $207K
|
9.68K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-523- 11.44% |
$143K - $203K
|
4.05K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-521- 14.82% |
$143K - $202K
|
2.99K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-512- 8.64% |
$140K - $199K
|
5.41K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 4.69% |
$140K - $198K
|
10.4K
$4.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-507- 3.17% |
$139K - $197K
|
15.5K
$6.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-507- 0.53% |
$139K - $197K
|
95.3K
$42.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-503- 4.83% |
$138K - $195K
|
9.91K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-500- 2.37% |
$137K - $194K
|
20.6K
$9.27M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 14.79% |
$137K - $194K
|
2.88K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 16.44% |
$137K - $194K
|
2.54K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-494- 3.05% |
$135K - $192K
|
15.7K
$7.07M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-492- 1.07% |
$135K - $191K
|
45.4K
$20.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-490- 27.19% |
$134K - $190K
|
1.31K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-488- 0.45% |
$134K - $189K
|
108K
$48.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-488- 1.26% |
$134K - $189K
|
38.3K
$17.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-487- 2.42% |
$133K - $189K
|
19.6K
$8.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-479- 8.57% |
$131K - $186K
|
5.11K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-474- 15.7% |
$130K - $184K
|
2.55K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-472- 4.84% |
$129K - $183K
|
9.28K
$4.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-469- 13.3% |
$128K - $182K
|
3.06K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-466- 21.37% |
$128K - $181K
|
1.72K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-466- 12.68% |
$128K - $181K
|
3.21K
$1.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-466- 2.57% |
$128K - $181K
|
17.7K
$7.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-465- 11.94% |
$127K - $181K
|
3.43K
$1.54M
|