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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-74- 0.95% |
$35.6K - $43.3K
|
7.69K
$4.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-68- 0.86% |
$32.7K - $39.8K
|
7.83K
$4.32M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-68- 15.35% |
$32.7K - $39.8K
|
375
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-62- 14.39% |
$29.8K - $36.3K
|
369
$204K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-60- 3.71% |
$28.8K - $35.1K
|
1.56K
$860K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 13.16% |
$28.8K - $35.1K
|
396
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-59- 6.95% |
$28.4K - $34.5K
|
790
$436K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-58- 0.67% |
$27.9K - $34K
|
8.61K
$4.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-58- 1.3% |
$27.9K - $34K
|
4.41K
$2.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-56- 1.2% |
$26.9K - $32.8K
|
4.59K
$2.54M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-56- 5.3% |
$26.9K - $32.8K
|
1K
$552K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-53- 5.14% |
$25.5K - $31K
|
979
$540K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-52- 4.37% |
$25K - $30.4K
|
1.14K
$628K
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-50- 1.8% |
$24K - $29.3K
|
2.73K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-50- 0.49% |
$24K - $29.3K
|
10.2K
$5.61M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-48- 0.96% |
$23.1K - $28.1K
|
4.94K
$2.73M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-48- 3.42% |
$23.1K - $28.1K
|
1.36K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-44- 3.51% |
$21.2K - $25.8K
|
1.21K
$668K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-44- 8.82% |
$21.2K - $25.8K
|
455
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-43- 1.82% |
$20.7K - $25.2K
|
2.32K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-41- 1.14% |
$19.7K - $24K
|
3.57K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-37- 13.75% |
$17.8K - $21.7K
|
232
$128K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-35- 2.54% |
$16.8K - $20.5K
|
1.34K
$742K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-32- 1.61% |
$15.4K - $18.7K
|
1.95K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 1.41% |
$14.4K - $17.6K
|
2.1K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 1.37% |
$14.4K - $17.6K
|
2.17K
$1.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-29- 4.28% |
$13.9K - $17K
|
649
$358K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-26- 4.15% |
$12.5K - $15.2K
|
601
$332K
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-25- 4.87% |
$12K - $14.6K
|
488
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.79% |
$11.5K - $14.1K
|
3K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-21- 1.54% |
$10.1K - $12.3K
|
1.34K
$740K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-21- 1.14% |
$10.1K - $12.3K
|
1.83K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-21- 1.7% |
$10.1K - $12.3K
|
1.21K
$669K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 1.07% |
$9.62K - $11.7K
|
1.85K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-18- 0.48% |
$8.65K - $10.5K
|
3.76K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-18- 0.46% |
$8.65K - $10.5K
|
3.91K
$2.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.79% |
$7.69K - $9.37K
|
2.01K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15- 0.67% |
$7.21K - $8.78K
|
2.23K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-14- 0.55% |
$6.73K - $8.2K
|
2.55K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14- 0.57% |
$6.73K - $8.2K
|
2.44K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.39% |
$6.73K - $8.2K
|
3.6K
$1.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13- 0.24% |
$6.25K - $7.61K
|
5.35K
$2.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.18% |
$5.29K - $6.44K
|
6.12K
$3.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-10- 0.89% |
$4.81K - $5.85K
|
1.12K
$617K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8- 0.58% |
$3.85K - $4.68K
|
1.38K
$763K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-7- 0.83% |
$3.37K - $4.1K
|
833
$460K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-7- 0.86% |
$3.37K - $4.1K
|
803
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.64% |
$2.88K - $3.51K
|
930
$513K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-6- 0.19% |
$2.88K - $3.51K
|
3.2K
$1.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4- 3.23% |
$1.92K - $2.34K
|
120
$66.2K
|
|