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 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 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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-89- 2.31% |
$34.8K - $42.5K
|
3.77K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 0.98% |
$34.8K - $42.5K
|
9.01K
$4.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-89- 1.32% |
$34.8K - $42.5K
|
6.63K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-87- 0.46% |
$34K - $41.5K
|
18.9K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 1.91% |
$34K - $41.5K
|
4.47K
$2.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-86- 1.34% |
$33.6K - $41K
|
6.34K
$3.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-86- 7.0% |
$33.6K - $41K
|
1.14K
$630K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-85- 3.8% |
$33.2K - $40.6K
|
2.15K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-84- 6.44% |
$32.8K - $40.1K
|
1.22K
$674K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 3.77% |
$32.8K - $40.1K
|
2.14K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 0.2% |
$32.4K - $39.6K
|
42.4K
$23.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-80- 13.77% |
$31.3K - $38.2K
|
501
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 1.25% |
$30.9K - $37.7K
|
6.24K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-77- 7.25% |
$30.1K - $36.7K
|
985
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-76- 0.36% |
$29.7K - $36.3K
|
21.2K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-76- 6.76% |
$29.7K - $36.3K
|
1.05K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-75- 3.79% |
$29.3K - $35.8K
|
1.91K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-75- 0.99% |
$29.3K - $35.8K
|
7.47K
$4.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-75- 2.43% |
$29.3K - $35.8K
|
3.02K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 1.24% |
$29.3K - $35.8K
|
5.98K
$3.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 1.78% |
$28.9K - $35.3K
|
4.09K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-74- 2.16% |
$28.9K - $35.3K
|
3.35K
$1.85M
|
|