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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-237- 41.65% |
$64.9K - $92K
|
332
$183K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 1.99% |
$63.8K - $90.5K
|
11.5K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-225- 20.13% |
$61.6K - $87.3K
|
893
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-217- 2.29% |
$59.4K - $84.2K
|
9.25K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-212- 12.42% |
$58.1K - $82.3K
|
1.5K
$825K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-205- 2.63% |
$56.2K - $79.6K
|
7.6K
$4.19M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-198- 3.38% |
$54.2K - $76.9K
|
5.65K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-179- 2.98% |
$49K - $69.5K
|
5.82K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-177- 18.89% |
$48.5K - $68.7K
|
760
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-175- 63.64% |
$47.9K - $67.9K
|
100
$55.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-174- 2.83% |
$47.7K - $67.5K
|
5.98K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-170- 3.44% |
$46.6K - $66K
|
4.77K
$2.63M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-166- 3.04% |
$45.5K - $64.4K
|
5.29K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-159- 5.25% |
$43.6K - $61.7K
|
2.87K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-154- 41.18% |
$42.2K - $59.8K
|
220
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-153- 17.96% |
$41.9K - $59.4K
|
699
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-150- 19.26% |
$41.1K - $58.2K
|
629
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-150- 14.75% |
$41.1K - $58.2K
|
867
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 7.27% |
$40.8K - $57.8K
|
1.9K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-125- 4.37% |
$34.2K - $48.5K
|
2.74K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-121- 11.66% |
$33.1K - $47K
|
917
$506K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-115- 14.02% |
$31.5K - $44.6K
|
705
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-113- 0.06% |
$31K - $43.9K
|
187K
$103M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-110- 0.48% |
$30.1K - $42.7K
|
23K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-102- 7.48% |
$27.9K - $39.6K
|
1.26K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-100- 12.66% |
$27.4K - $38.8K
|
690
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
PUT |
-100- 50.0% |
$27.4K - $38.8K
|
100
$55.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 10.31% |
$27.4K - $38.8K
|
870
$480K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-100- 8.87% |
$27.4K - $38.8K
|
1.03K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 19.42% |
$27.4K - $38.8K
|
415
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-100- 1.83% |
$27.4K - $38.8K
|
5.36K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 3.87% |
$27.4K - $38.8K
|
2.49K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-99- 8.89% |
$27.1K - $38.4K
|
1.01K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-97- 8.79% |
$26.6K - $37.7K
|
1.01K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-95- 22.2% |
$26K - $36.9K
|
333
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-91- 5.49% |
$24.9K - $35.3K
|
1.57K
$865K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-85- 7.44% |
$23.3K - $33K
|
1.06K
$584K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78- 7.06% |
$21.4K - $30.3K
|
1.03K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-78- 6.92% |
$21.4K - $30.3K
|
1.05K
$579K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 3.96% |
$20.5K - $29.1K
|
1.82K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 7.46% |
$20.5K - $29.1K
|
930
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-65- 4.2% |
$17.8K - $25.2K
|
1.48K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-64- 7.84% |
$17.5K - $24.8K
|
752
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-55- 7.21% |
$15.1K - $21.4K
|
708
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-54- 1.32% |
$14.8K - $21K
|
4.04K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 0.99% |
$13.7K - $19.4K
|
4.98K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-50- 7.26% |
$13.7K - $19.4K
|
639
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-48- 2.05% |
$13.1K - $18.6K
|
2.3K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-48- 52.75% |
$13.1K - $18.6K
|
43
$23.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-40- 3.76% |
$11K - $15.5K
|
1.02K
$565K
|
|