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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-115K- 29.86% |
$55.5M - $67.5M
|
271K
$150M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.06K- 31.68% |
$3.4M - $4.14M
|
15.2K
$8.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.71K- 4.75% |
$1.3M - $1.59M
|
54.3K
$30M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-2.44K- 6.45% |
$1.17M - $1.43M
|
35.4K
$19.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-2.07K- 6.25% |
$995K - $1.21M
|
31K
$17.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.68K- 1.06% |
$808K - $984K
|
157K
$86.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.5K- 7.07% |
$723K - $880K
|
19.8K
$10.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.37K- 36.39% |
$659K - $802K
|
2.4K
$1.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-857- 5.16% |
$412K - $502K
|
15.7K
$8.69M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-461- 8.49% |
$222K - $270K
|
4.97K
$2.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-389- 3.74% |
$187K - $228K
|
10K
$5.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-291- 14.41% |
$140K - $170K
|
1.73K
$954K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-277- 11.96% |
$133K - $162K
|
2.04K
$1.13M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-254- 1.31% |
$122K - $149K
|
19.1K
$10.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-244- 27.6% |
$117K - $143K
|
640
$353K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-223- 15.01% |
$107K - $131K
|
1.26K
$697K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-220- 13.81% |
$106K - $129K
|
1.37K
$758K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-206- 36.59% |
$99K - $121K
|
357
$197K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-173- 1.88% |
$83.2K - $101K
|
9.05K
$5M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-150- 21.19% |
$72.1K - $87.8K
|
558
$308K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 10.46% |
$60.1K - $73.2K
|
1.07K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-118- 1.99% |
$56.7K - $69.1K
|
5.81K
$3.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-117- 5.44% |
$56.3K - $68.5K
|
2.04K
$1.12M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-115- 1.44% |
$55.3K - $67.3K
|
7.85K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-93- 3.13% |
$44.7K - $54.5K
|
2.88K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-90- 4.77% |
$43.3K - $52.7K
|
1.8K
$991K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-87- 1.37% |
$41.8K - $50.9K
|
6.25K
$3.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-83- 7.16% |
$39.9K - $48.6K
|
1.08K
$594K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-82- 1.1% |
$39.4K - $48K
|
7.38K
$4.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-76- 4.0% |
$36.5K - $44.5K
|
1.82K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-68- 0.86% |
$32.7K - $39.8K
|
7.83K
$4.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-68- 15.35% |
$32.7K - $39.8K
|
375
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-58- 1.3% |
$27.9K - $34K
|
4.41K
$2.44M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-56- 5.3% |
$26.9K - $32.8K
|
1K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-50- 0.49% |
$24K - $29.3K
|
10.2K
$5.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-48- 3.42% |
$23.1K - $28.1K
|
1.36K
$749K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-43- 1.82% |
$20.7K - $25.2K
|
2.32K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-35- 2.54% |
$16.8K - $20.5K
|
1.34K
$742K
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 4.87% |
$12K - $14.6K
|
488
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 1.07% |
$9.62K - $11.7K
|
1.85K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.79% |
$7.69K - $9.37K
|
2.01K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15- 0.67% |
$7.21K - $8.78K
|
2.23K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14- 0.57% |
$6.73K - $8.2K
|
2.44K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.39% |
$6.73K - $8.2K
|
3.6K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8- 0.58% |
$3.85K - $4.68K
|
1.38K
$763K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7- 0.86% |
$3.37K - $4.1K
|
803
$443K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-6- 0.19% |
$2.88K - $3.51K
|
3.2K
$1.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.05% |
$481 - $585
|
1.92K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1- 0.03% |
$481 - $585
|
3.67K
$2.03M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
SELL
|
- |
-1M- 13.6% |
$391M - $477M
|
6.35M
$3.51B
|
|