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 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-415- 3.78% |
$200K - $243K
|
10.6K
$5.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-404- 24.57% |
$194K - $237K
|
1.24K
$685K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-391- 0.64% |
$188K - $229K
|
61K
$33.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-389- 3.74% |
$187K - $228K
|
10K
$5.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-378- 0.16% |
$182K - $221K
|
234K
$129M
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-360- 6.46% |
$173K - $211K
|
5.22K
$2.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-350- 12.96% |
$168K - $205K
|
2.35K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-347- 13.08% |
$167K - $203K
|
2.31K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-329- 1.57% |
$158K - $193K
|
20.6K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-322- 13.79% |
$155K - $189K
|
2.01K
$1.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-306- 21.41% |
$147K - $179K
|
1.12K
$620K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-295- 8.83% |
$142K - $173K
|
3.05K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-291- 14.41% |
$140K - $170K
|
1.73K
$954K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-279- 6.6% |
$134K - $163K
|
3.95K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-277- 11.96% |
$133K - $162K
|
2.04K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-260- 1.57% |
$125K - $152K
|
16.3K
$9.01M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-254- 1.31% |
$122K - $149K
|
19.1K
$10.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-250- 22.94% |
$120K - $146K
|
840
$464K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-246- 3.6% |
$118K - $144K
|
6.59K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-244- 27.6% |
$117K - $143K
|
640
$353K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-236- 4.36% |
$113K - $138K
|
5.18K
$2.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-234- 1.96% |
$113K - $137K
|
11.7K
$6.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-228- 0.55% |
$110K - $133K
|
41.6K
$22.9M
|
|
|
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 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-216- 35.94% |
$104K - $126K
|
385
$213K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-211- 3.33% |
$101K - $124K
|
6.13K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-207- 13.37% |
$99.5K - $121K
|
1.34K
$740K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-206- 36.59% |
$99K - $121K
|
357
$197K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-202- 7.19% |
$97.1K - $118K
|
2.61K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-201- 3.83% |
$96.6K - $118K
|
5.04K
$2.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-200- 16.95% |
$96.2K - $117K
|
980
$541K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-200- 6.32% |
$96.2K - $117K
|
2.97K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-191- 8.3% |
$91.8K - $112K
|
2.11K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-190- 12.5% |
$91.4K - $111K
|
1.33K
$734K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-180- 5.64% |
$86.5K - $105K
|
3.01K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-175- 0.52% |
$84.1K - $102K
|
33.8K
$18.6M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-175- 4.61% |
$84.1K - $102K
|
3.62K
$2M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-173- 1.88% |
$83.2K - $101K
|
9.05K
$5M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-160- 10.8% |
$76.9K - $93.7K
|
1.32K
$729K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-152- 25.42% |
$73.1K - $89K
|
446
$246K
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-150- 8.82% |
$72.1K - $87.8K
|
1.55K
$856K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-150- 21.19% |
$72.1K - $87.8K
|
558
$308K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-145- 5.21% |
$69.7K - $84.9K
|
2.64K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-134- 4.05% |
$64.4K - $78.5K
|
3.18K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-128- 2.56% |
$61.5K - $74.9K
|
4.87K
$2.69M
|
|
|
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
|
|