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 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-112- 0.69% |
$43.8K - $53.4K
|
16K
$8.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-109- 15.27% |
$42.6K - $52K
|
605
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-109- 0.58% |
$42.6K - $52K
|
18.8K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-108- 1.3% |
$42.2K - $51.5K
|
8.21K
$4.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-107- 15.67% |
$41.8K - $51.1K
|
576
$318K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-107- 0.42% |
$41.8K - $51.1K
|
25.3K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-107- 2.72% |
$41.8K - $51.1K
|
3.83K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-106- 0.28% |
$41.4K - $50.6K
|
37.9K
$20.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-106- 0.4% |
$41.4K - $50.6K
|
26.5K
$14.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-105- 3.1% |
$41K - $50.1K
|
3.28K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-105- 6.64% |
$41K - $50.1K
|
1.48K
$815K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-104- 12.18% |
$40.7K - $49.6K
|
750
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-103- 1.0% |
$40.3K - $49.1K
|
10.2K
$5.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-103- 2.47% |
$40.3K - $49.1K
|
4.07K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-102- 2.98% |
$39.9K - $48.7K
|
3.32K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-102- 3.15% |
$39.9K - $48.7K
|
3.14K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-102- 1.13% |
$39.9K - $48.7K
|
8.9K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-101- 10.34% |
$39.5K - $48.2K
|
876
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-101- 1.35% |
$39.5K - $48.2K
|
7.4K
$4.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-100- 28.57% |
$39.1K - $47.7K
|
250
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 9.8% |
$39.1K - $47.7K
|
920
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.74% |
$39.1K - $47.7K
|
13.4K
$7.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-100- 3.75% |
$39.1K - $47.7K
|
2.57K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-100- 3.61% |
$39.1K - $47.7K
|
2.67K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.3% |
$39.1K - $47.7K
|
7.58K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.73% |
$39.1K - $47.7K
|
5.68K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 29.5% |
$39.1K - $47.7K
|
239
$132K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.52% |
$39.1K - $47.7K
|
19.3K
$10.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-100- 7.13% |
$39.1K - $47.7K
|
1.3K
$719K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-99- 6.62% |
$38.7K - $47.2K
|
1.4K
$771K
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
SELL
|
- |
-99- 9.43% |
$38.7K - $47.2K
|
951
$525K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-98- 3.68% |
$38.3K - $46.8K
|
2.56K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-97- 1.88% |
$37.9K - $46.3K
|
5.05K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-97- 2.16% |
$37.9K - $46.3K
|
4.38K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-97- 10.9% |
$37.9K - $46.3K
|
793
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-97- 0.46% |
$37.9K - $46.3K
|
21K
$11.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-95- 9.69% |
$37.1K - $45.3K
|
885
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-94- 69.63% |
$36.7K - $44.9K
|
41
$22.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-94- 5.18% |
$36.7K - $44.9K
|
1.72K
$950K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-93- 1.67% |
$36.4K - $44.4K
|
5.48K
$3.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-93- 9.59% |
$36.4K - $44.4K
|
877
$484K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-93- 6.04% |
$36.4K - $44.4K
|
1.45K
$799K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-92- 9.22% |
$36K - $43.9K
|
906
$500K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-92- 10.94% |
$36K - $43.9K
|
749
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-92- 3.98% |
$36K - $43.9K
|
2.22K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-92- 2.45% |
$36K - $43.9K
|
3.67K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-92- 5.47% |
$36K - $43.9K
|
1.59K
$877K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-90- 3.53% |
$35.2K - $42.9K
|
2.46K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
SELL
|
- |
-90- 3.77% |
$35.2K - $42.9K
|
2.3K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-90- 6.86% |
$35.2K - $42.9K
|
1.22K
$675K
|
|