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 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-37- 94.87% |
$10.1K - $14.4K
|
2
$1.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36- 1.21% |
$9.86K - $14K
|
2.93K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-35- 5.49% |
$9.59K - $13.6K
|
603
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-35- 2.14% |
$9.59K - $13.6K
|
1.6K
$884K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-34- 2.04% |
$9.31K - $13.2K
|
1.64K
$903K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-34- 5.48% |
$9.31K - $13.2K
|
587
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-34- 2.03% |
$9.31K - $13.2K
|
1.64K
$907K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-33- 1.33% |
$9.04K - $12.8K
|
2.46K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.76% |
$9.04K - $12.8K
|
1.85K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-31- 4.71% |
$8.49K - $12K
|
627
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-30- 3.86% |
$8.22K - $11.6K
|
747
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-30- 1.81% |
$8.22K - $11.6K
|
1.63K
$897K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-29- 2.72% |
$7.94K - $11.3K
|
1.04K
$573K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-26- 1.44% |
$7.12K - $10.1K
|
1.78K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.68% |
$6.85K - $9.71K
|
3.64K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-23- 2.47% |
$6.3K - $8.93K
|
907
$501K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 3.05% |
$5.48K - $7.76K
|
635
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-20- 50.0% |
$5.48K - $7.76K
|
20
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.25% |
$5.2K - $7.38K
|
825
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 1.12% |
$4.93K - $6.99K
|
1.6K
$881K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-15- 1.85% |
$4.11K - $5.82K
|
795
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-15- 0.43% |
$4.11K - $5.82K
|
3.48K
$1.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-15- 1.25% |
$4.11K - $5.82K
|
1.19K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-15- 1.58% |
$4.11K - $5.82K
|
935
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-15- 7.35% |
$4.11K - $5.82K
|
189
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13- 1.45% |
$3.56K - $5.05K
|
882
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-13- 0.09% |
$3.56K - $5.05K
|
15K
$8.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13- 0.69% |
$3.56K - $5.05K
|
1.87K
$1.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-12- 0.44% |
$3.29K - $4.66K
|
2.74K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12- 1.21% |
$3.29K - $4.66K
|
977
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-12- 0.57% |
$3.29K - $4.66K
|
2.1K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-10- 1.18% |
$2.74K - $3.88K
|
840
$464K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9- 0.22% |
$2.47K - $3.49K
|
4.11K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5- 0.42% |
$1.37K - $1.94K
|
1.2K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.37K - $1.94K
|
3.65K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-4- 0.62% |
$1.1K - $1.55K
|
644
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 0.57% |
$822 - $1.16K
|
520
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-3- 0.03% |
$822 - $1.16K
|
9.55K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$822 - $1.16K
|
1.02K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 1.49% |
$822 - $1.16K
|
199
$110K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.15% |
$822 - $1.16K
|
1.98K
$1.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.09% |
$548 - $776
|
2.18K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2- 0.08% |
$548 - $776
|
2.64K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.1% |
$274 - $388
|
1.02K
$561K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$274 - $388
|
1.62K
$893K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.47% |
$274 - $388
|
211
$116K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-256K- 45.46% |
$83.7M - $104M
|
307K
$170M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-98.6K- 100.0% |
$32.2M - $40.2M
|
3
$1.66K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-98.5K- 60.85% |
$32.2M - $40.1M
|
63.4K
$35M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-39.9K- 50.98% |
$13M - $16.3M
|
38.4K
$21.2M
|
|