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 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13- 1.2% |
$5.08K - $6.2K
|
1.07K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-12- 1.69% |
$4.69K - $5.73K
|
699
$386K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-11- 1.02% |
$4.3K - $5.25K
|
1.06K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 1.93% |
$4.3K - $5.25K
|
559
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11- 0.57% |
$4.3K - $5.25K
|
1.92K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.61% |
$4.3K - $5.25K
|
1.78K
$984K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11- 1.42% |
$4.3K - $5.25K
|
764
$422K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11- 1.41% |
$4.3K - $5.25K
|
767
$423K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-11- 1.2% |
$4.3K - $5.25K
|
905
$500K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-10- 0.13% |
$3.91K - $4.77K
|
7.6K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-10- 0.13% |
$3.91K - $4.77K
|
7.87K
$4.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-10- 0.29% |
$3.91K - $4.77K
|
3.39K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-10- 0.55% |
$3.91K - $4.77K
|
1.82K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10- 0.46% |
$3.91K - $4.77K
|
2.18K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-10- 0.35% |
$3.91K - $4.77K
|
2.84K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 1.64% |
$3.91K - $4.77K
|
600
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.25% |
$3.91K - $4.77K
|
4.02K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-10- 3.6% |
$3.91K - $4.77K
|
268
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.31% |
$3.52K - $4.29K
|
2.85K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9- 0.7% |
$3.52K - $4.29K
|
1.27K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 1.95% |
$3.52K - $4.29K
|
453
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-9- 0.48% |
$3.52K - $4.29K
|
1.87K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-9- 1.52% |
$3.52K - $4.29K
|
582
$321K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-9- 0.83% |
$3.52K - $4.29K
|
1.07K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-8- 1.19% |
$3.13K - $3.82K
|
665
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8- 0.15% |
$3.13K - $3.82K
|
5.24K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8- 0.3% |
$3.13K - $3.82K
|
2.63K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-8- 0.39% |
$3.13K - $3.82K
|
2.03K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-8- 0.16% |
$3.13K - $3.82K
|
4.85K
$2.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8- 0.91% |
$3.13K - $3.82K
|
872
$481K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-8- 0.39% |
$3.13K - $3.82K
|
2.07K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8- 0.71% |
$3.13K - $3.82K
|
1.13K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8- 1.3% |
$3.13K - $3.82K
|
608
$336K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8- 0.46% |
$3.13K - $3.82K
|
1.74K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.88% |
$3.13K - $3.82K
|
904
$499K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-7- 0.69% |
$2.74K - $3.34K
|
1.01K
$555K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-7- 1.16% |
$2.74K - $3.34K
|
595
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-7- 0.27% |
$2.74K - $3.34K
|
2.54K
$1.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6- 1.03% |
$2.35K - $2.86K
|
574
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-6- 0.16% |
$2.35K - $2.86K
|
3.64K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6- 0.21% |
$2.35K - $2.86K
|
2.85K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6- 0.61% |
$2.35K - $2.86K
|
984
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.24% |
$2.35K - $2.86K
|
2.46K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-6- 0.43% |
$2.35K - $2.86K
|
1.39K
$766K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.33% |
$2.35K - $2.86K
|
1.83K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5- 0.08% |
$1.95K - $2.39K
|
6.59K
$3.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$1.95K - $2.39K
|
5.8K
$3.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-5- 0.17% |
$1.95K - $2.39K
|
2.9K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.25% |
$1.95K - $2.39K
|
1.96K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-5- 7.69% |
$1.95K - $2.39K
|
60
$33.1K
|
|