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 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-38- 0.21% |
$14.9K - $18.1K
|
18K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-37- 94.87% |
$14.5K - $17.7K
|
2
$1.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-37- 0.5% |
$14.5K - $17.7K
|
7.4K
$4.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-37- 1.22% |
$14.5K - $17.7K
|
3K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-37- 0.79% |
$14.5K - $17.7K
|
4.64K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35- 4.49% |
$13.7K - $16.7K
|
744
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-35- 1.03% |
$13.7K - $16.7K
|
3.35K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-35- 1.32% |
$13.7K - $16.7K
|
2.62K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.93% |
$13.7K - $16.7K
|
3.73K
$2.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-35- 1.39% |
$13.7K - $16.7K
|
2.48K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-35- 5.25% |
$13.7K - $16.7K
|
632
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-34- 0.82% |
$13.3K - $16.2K
|
4.13K
$2.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-34- 2.74% |
$13.3K - $16.2K
|
1.21K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-33- 1.54% |
$12.9K - $15.7K
|
2.11K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-32- 1.76% |
$12.5K - $15.3K
|
1.79K
$988K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-31- 0.86% |
$12.1K - $14.8K
|
3.59K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-31- 4.44% |
$12.1K - $14.8K
|
667
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-31- 1.13% |
$12.1K - $14.8K
|
2.72K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-31- 0.93% |
$12.1K - $14.8K
|
3.3K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-31- 1.5% |
$12.1K - $14.8K
|
2.03K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-31- 1.01% |
$12.1K - $14.8K
|
3.03K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-31- 23.85% |
$12.1K - $14.8K
|
99
$54.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-30- 2.28% |
$11.7K - $14.3K
|
1.29K
$711K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-30- 0.43% |
$11.7K - $14.3K
|
6.89K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 27.27% |
$11.7K - $14.3K
|
80
$44.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-30- 1.48% |
$11.7K - $14.3K
|
2K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-30- 0.82% |
$11.7K - $14.3K
|
3.64K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-30- 2.57% |
$11.7K - $14.3K
|
1.14K
$629K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-29- 0.78% |
$11.3K - $13.8K
|
3.68K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 2.87% |
$11.3K - $13.8K
|
982
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-29- 23.97% |
$11.3K - $13.8K
|
92
$50.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-28- 2.13% |
$10.9K - $13.4K
|
1.29K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-27- 2.43% |
$10.6K - $12.9K
|
1.08K
$598K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-27- 0.98% |
$10.6K - $12.9K
|
2.73K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.41% |
$10.2K - $12.4K
|
1.05K
$581K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-26- 0.93% |
$10.2K - $12.4K
|
2.76K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-26- 2.96% |
$10.2K - $12.4K
|
852
$470K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-25- 28.09% |
$9.77K - $11.9K
|
64
$35.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-25- 3.93% |
$9.77K - $11.9K
|
611
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25- 1.49% |
$9.77K - $11.9K
|
1.65K
$911K
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.94% |
$9.77K - $11.9K
|
2.64K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-25- 8.96% |
$9.77K - $11.9K
|
254
$140K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-25- 3.32% |
$9.77K - $11.9K
|
727
$401K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-25- 2.14% |
$9.77K - $11.9K
|
1.14K
$630K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-25- 0.76% |
$9.77K - $11.9K
|
3.25K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 3.42% |
$9.38K - $11.5K
|
677
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-24- 1.37% |
$9.38K - $11.5K
|
1.73K
$957K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-24- 0.82% |
$9.38K - $11.5K
|
2.9K
$1.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-23- 4.46% |
$8.99K - $11K
|
493
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23- 2.33% |
$8.99K - $11K
|
965
$533K
|
|