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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-411- 7.36% |
$161K - $196K
|
5.18K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-409- 1.45% |
$160K - $195K
|
27.7K
$15.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-405- 31.08% |
$158K - $193K
|
898
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-404- 1.3% |
$158K - $193K
|
30.7K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-403- 3.68% |
$158K - $192K
|
10.5K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
SELL
|
- |
-400- 10.96% |
$156K - $191K
|
3.25K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-400- 8.82% |
$156K - $191K
|
4.14K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-400- 42.69% |
$156K - $191K
|
537
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-397- 19.57% |
$155K - $189K
|
1.63K
$901K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-393- 0.68% |
$154K - $188K
|
57.3K
$31.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-389- 10.27% |
$152K - $186K
|
3.4K
$1.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-389- 15.76% |
$152K - $186K
|
2.08K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-388- 3.34% |
$152K - $185K
|
11.2K
$6.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-388- 3.77% |
$152K - $185K
|
9.9K
$5.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-386- 0.73% |
$151K - $184K
|
52.7K
$29.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-384- 0.98% |
$150K - $183K
|
38.8K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-383- 3.76% |
$150K - $183K
|
9.8K
$5.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-382- 7.86% |
$149K - $182K
|
4.48K
$2.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-380- 28.44% |
$149K - $181K
|
956
$528K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-378- 15.17% |
$148K - $180K
|
2.11K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-377- 1.29% |
$147K - $180K
|
28.8K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
SELL
|
- |
-375- 26.04% |
$147K - $179K
|
1.07K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 4.57% |
$147K - $179K
|
7.84K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-374- 2.19% |
$146K - $178K
|
16.7K
$9.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-371- 8.87% |
$145K - $177K
|
3.81K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
SELL
|
- |
-371- 2.45% |
$145K - $177K
|
14.8K
$8.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-371- 1.32% |
$145K - $177K
|
27.6K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-371- 46.49% |
$145K - $177K
|
427
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-370- 35.1% |
$145K - $177K
|
684
$378K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-370- 0.67% |
$145K - $177K
|
55.2K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-367- 45.2% |
$143K - $175K
|
445
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-366- 9.4% |
$143K - $175K
|
3.53K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-365- 42.84% |
$143K - $174K
|
487
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-364- 3.28% |
$142K - $174K
|
10.7K
$5.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-363- 25.21% |
$142K - $173K
|
1.08K
$595K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-360- 2.77% |
$141K - $172K
|
12.7K
$6.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-359- 8.73% |
$140K - $171K
|
3.75K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-359- 8.34% |
$140K - $171K
|
3.95K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-358- 0.95% |
$140K - $171K
|
37.3K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-356- 45.88% |
$139K - $170K
|
420
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-356- 29.67% |
$139K - $170K
|
844
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-355- 14.58% |
$139K - $169K
|
2.08K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-347- 1.52% |
$136K - $166K
|
22.4K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-347- 7.61% |
$136K - $166K
|
4.21K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345- 12.43% |
$135K - $165K
|
2.43K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-340- 10.79% |
$133K - $162K
|
2.81K
$1.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-334- 3.71% |
$131K - $159K
|
8.67K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-333- 13.14% |
$130K - $159K
|
2.2K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-332- 2.33% |
$130K - $158K
|
13.9K
$7.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-328- 14.68% |
$128K - $157K
|
1.91K
$1.05M
|
|