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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-324- 21.33% |
$127K - $155K
|
1.2K
$660K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-320- 5.7% |
$125K - $153K
|
5.3K
$2.92M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-318- 65.43% |
$124K - $152K
|
168
$92.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-317- 3.61% |
$124K - $151K
|
8.47K
$4.67M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-315- 69.69% |
$123K - $150K
|
137
$75.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-315- 28.93% |
$123K - $150K
|
774
$427K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-314- 3.6% |
$123K - $150K
|
8.4K
$4.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 1.58% |
$122K - $149K
|
19.4K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-309- 11.54% |
$121K - $147K
|
2.37K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-309- 1.69% |
$121K - $147K
|
17.9K
$9.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-308- 5.03% |
$120K - $147K
|
5.82K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-307- 1.29% |
$120K - $146K
|
23.5K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-306- 9.62% |
$120K - $146K
|
2.88K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-303- 0.71% |
$118K - $145K
|
42.2K
$23.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-301- 5.58% |
$118K - $144K
|
5.09K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-300- 2.86% |
$117K - $143K
|
10.2K
$5.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-300- 21.32% |
$117K - $143K
|
1.11K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
PUT |
-300- 9.09% |
$117K - $143K
|
3K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-300- 15.0% |
$117K - $143K
|
1.7K
$938K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-300- 22.94% |
$117K - $143K
|
1.01K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-300- 4.71% |
$117K - $143K
|
6.07K
$3.35M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-297- 8.17% |
$116K - $142K
|
3.34K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-296- 99.33% |
$116K - $141K
|
2
$1.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
SELL
|
- |
-292- 4.05% |
$114K - $139K
|
6.92K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-291- 11.71% |
$114K - $139K
|
2.19K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-289- 0.79% |
$113K - $138K
|
36.1K
$19.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-288- 3.97% |
$113K - $137K
|
6.96K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-287- 2.39% |
$112K - $137K
|
11.7K
$6.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-284- 13.86% |
$111K - $136K
|
1.77K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-283- 25.61% |
$111K - $135K
|
822
$454K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282- 1.36% |
$110K - $135K
|
20.4K
$11.3M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-280- 34.15% |
$109K - $134K
|
540
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-278- 10.42% |
$109K - $133K
|
2.39K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-278- 8.01% |
$109K - $133K
|
3.19K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-277- 4.59% |
$108K - $132K
|
5.76K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-276- 26.64% |
$108K - $132K
|
760
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-275- 17.71% |
$108K - $131K
|
1.28K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-273- 5.79% |
$107K - $130K
|
4.45K
$2.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-273- 30.2% |
$107K - $130K
|
631
$348K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-272- 2.14% |
$106K - $130K
|
12.4K
$6.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-271- 20.93% |
$106K - $129K
|
1.02K
$565K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-271- 40.39% |
$106K - $129K
|
400
$221K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-268- 5.39% |
$105K - $128K
|
4.7K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-267- 5.65% |
$104K - $127K
|
4.46K
$2.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-267- 2.77% |
$104K - $127K
|
9.36K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-265- 4.71% |
$104K - $126K
|
5.36K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-265- 0.49% |
$104K - $126K
|
54.1K
$29.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-264- 1.91% |
$103K - $126K
|
13.5K
$7.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-264- 0.47% |
$103K - $126K
|
56.1K
$31M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-263- 3.53% |
$103K - $125K
|
7.19K
$3.97M
|
|