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 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-74- 2.79% |
$28.9K - $35.3K
|
2.58K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-74- 5.04% |
$28.9K - $35.3K
|
1.39K
$770K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-74- 2.61% |
$28.9K - $35.3K
|
2.76K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-73- 0.11% |
$28.5K - $34.8K
|
64.8K
$35.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-73- 4.96% |
$28.5K - $34.8K
|
1.4K
$773K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-73- 5.56% |
$28.5K - $34.8K
|
1.24K
$684K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-73- 0.29% |
$28.5K - $34.8K
|
24.9K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-72- 0.68% |
$28.1K - $34.4K
|
10.5K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-71- 5.38% |
$27.8K - $33.9K
|
1.25K
$690K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-71- 0.47% |
$27.8K - $33.9K
|
14.9K
$8.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-71- 2.19% |
$27.8K - $33.9K
|
3.18K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-71- 1.11% |
$27.8K - $33.9K
|
6.32K
$3.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-71- 3.13% |
$27.8K - $33.9K
|
2.2K
$1.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-71- 3.12% |
$27.8K - $33.9K
|
2.2K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-70- 2.76% |
$27.4K - $33.4K
|
2.47K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 2.75% |
$27.4K - $33.4K
|
2.47K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-70- 0.96% |
$27.4K - $33.4K
|
7.2K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-70- 4.45% |
$27.4K - $33.4K
|
1.5K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-70- 9.21% |
$27.4K - $33.4K
|
690
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-69- 7.35% |
$27K - $32.9K
|
870
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-68- 3.6% |
$26.6K - $32.4K
|
1.82K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67- 0.07% |
$26.2K - $32K
|
101K
$55.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-67- 0.59% |
$26.2K - $32K
|
11.3K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-66- 0.26% |
$25.8K - $31.5K
|
25.2K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.26% |
$25.4K - $31K
|
2.81K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-65- 2.77% |
$25.4K - $31K
|
2.28K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 1.08% |
$25.4K - $31K
|
5.98K
$3.3M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-65- 1.45% |
$25.4K - $31K
|
4.42K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-65- 1.65% |
$25.4K - $31K
|
3.88K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-64- 0.72% |
$25K - $30.5K
|
8.82K
$4.87M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-64- 3.98% |
$25K - $30.5K
|
1.55K
$853K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-63- 2.16% |
$24.6K - $30.1K
|
2.85K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-63- 70.0% |
$24.6K - $30.1K
|
27
$14.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-63- 0.33% |
$24.6K - $30.1K
|
19.2K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.56% |
$24.2K - $29.6K
|
11K
$6.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 2.35% |
$23.5K - $28.6K
|
2.5K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-59- 1.2% |
$23.1K - $28.2K
|
4.86K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 0.23% |
$22.7K - $27.7K
|
24.7K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-58- 7.28% |
$22.7K - $27.7K
|
739
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-57- 0.55% |
$22.3K - $27.2K
|
10.2K
$5.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.64% |
$22.3K - $27.2K
|
3.41K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-57- 0.12% |
$22.3K - $27.2K
|
46.8K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-56- 0.39% |
$21.9K - $26.7K
|
14.3K
$7.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-56- 3.81% |
$21.9K - $26.7K
|
1.41K
$780K
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-55- 1.21% |
$21.5K - $26.2K
|
4.47K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-55- 1.39% |
$21.5K - $26.2K
|
3.91K
$2.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-55- 3.29% |
$21.5K - $26.2K
|
1.62K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-55- 0.6% |
$21.5K - $26.2K
|
9.1K
$5.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-55- 4.41% |
$21.5K - $26.2K
|
1.19K
$659K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-54- 7.11% |
$21.1K - $25.8K
|
705
$389K
|
|