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 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-23- 0.38% |
$8.99K - $11K
|
5.99K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-23- 2.3% |
$8.99K - $11K
|
977
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-22- 0.52% |
$8.6K - $10.5K
|
4.23K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-22- 2.26% |
$8.6K - $10.5K
|
951
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-21- 1.16% |
$8.21K - $10K
|
1.8K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-21- 1.22% |
$8.21K - $10K
|
1.71K
$941K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-21- 0.06% |
$8.21K - $10K
|
37.1K
$20.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-21- 1.84% |
$8.21K - $10K
|
1.12K
$618K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 1.3% |
$8.21K - $10K
|
1.59K
$880K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-21- 6.75% |
$8.21K - $10K
|
290
$160K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-21- 0.34% |
$8.21K - $10K
|
6.11K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 1.84% |
$8.21K - $10K
|
1.12K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
SELL
|
- |
-20- 2.94% |
$7.82K - $9.54K
|
661
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-20- 1.67% |
$7.82K - $9.54K
|
1.18K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-20- 0.93% |
$7.82K - $9.54K
|
2.14K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-20- 3.72% |
$7.82K - $9.54K
|
518
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-20- 1.77% |
$7.82K - $9.54K
|
1.11K
$613K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-20- 3.74% |
$7.82K - $9.54K
|
515
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-20- 1.19% |
$7.82K - $9.54K
|
1.67K
$920K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-20- 0.6% |
$7.82K - $9.54K
|
3.3K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-20- 1.17% |
$7.82K - $9.54K
|
1.69K
$934K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-20- 0.19% |
$7.82K - $9.54K
|
10.7K
$5.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20- 1.93% |
$7.82K - $9.54K
|
1.01K
$560K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-20- 2.29% |
$7.82K - $9.54K
|
854
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.42% |
$7.82K - $9.54K
|
805
$444K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-20- 0.91% |
$7.82K - $9.54K
|
2.19K
$1.21M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-18- 0.55% |
$7.04K - $8.59K
|
3.24K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-18- 1.1% |
$7.04K - $8.59K
|
1.62K
$892K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-18- 1.93% |
$7.04K - $8.59K
|
917
$506K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-17- 0.88% |
$6.65K - $8.11K
|
1.92K
$1.06M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-16- 0.24% |
$6.25K - $7.63K
|
6.6K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.43% |
$6.25K - $7.63K
|
642
$354K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-16- 1.19% |
$6.25K - $7.63K
|
1.32K
$731K
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-15- 1.07% |
$5.86K - $7.16K
|
1.39K
$765K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-15- 8.33% |
$5.86K - $7.16K
|
165
$91.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-15- 17.05% |
$5.86K - $7.16K
|
73
$40.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-15- 1.72% |
$5.86K - $7.16K
|
858
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-15- 0.72% |
$5.86K - $7.16K
|
2.06K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-15- 0.13% |
$5.86K - $7.16K
|
12K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-14- 0.28% |
$5.47K - $6.68K
|
4.98K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.19% |
$5.47K - $6.68K
|
7.31K
$4.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-14- 0.68% |
$5.47K - $6.68K
|
2.06K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-14- 2.01% |
$5.47K - $6.68K
|
681
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-14- 0.75% |
$5.47K - $6.68K
|
1.85K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-13- 1.03% |
$5.08K - $6.2K
|
1.25K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13- 1.86% |
$5.08K - $6.2K
|
686
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13- 2.43% |
$5.08K - $6.2K
|
521
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 0.29% |
$5.08K - $6.2K
|
4.4K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-13- 0.7% |
$5.08K - $6.2K
|
1.85K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-13- 0.2% |
$5.08K - $6.2K
|
6.4K
$3.53M
|
|