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
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-250- 22.6% |
$97.7K - $119K
|
856
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-250- 9.9% |
$97.7K - $119K
|
2.27K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-250- 11.66% |
$97.7K - $119K
|
1.9K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-250- 2.48% |
$97.7K - $119K
|
9.83K
$5.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-250- 15.52% |
$97.7K - $119K
|
1.36K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-249- 12.8% |
$97.3K - $119K
|
1.7K
$936K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-248- 7.19% |
$96.9K - $118K
|
3.2K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-247- 18.32% |
$96.6K - $118K
|
1.1K
$608K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-246- 6.06% |
$96.2K - $117K
|
3.82K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-244- 6.52% |
$95.4K - $116K
|
3.5K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Close Asset Management LTD
|
SELL
|
- |
-244- 12.47% |
$95.4K - $116K
|
1.71K
$946K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-244- 15.31% |
$95.4K - $116K
|
1.35K
$745K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-243- 0.53% |
$95K - $116K
|
45.9K
$25.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-241- 12.3% |
$94.2K - $115K
|
1.72K
$948K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-239- 7.09% |
$93.4K - $114K
|
3.13K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-239- 1.84% |
$93.4K - $114K
|
12.7K
$7.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-238- 14.25% |
$93K - $114K
|
1.43K
$791K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-237- 4.42% |
$92.6K - $113K
|
5.12K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-237- 4.91% |
$92.6K - $113K
|
4.59K
$2.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-235- 5.74% |
$91.9K - $112K
|
3.86K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-235- 8.03% |
$91.9K - $112K
|
2.69K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-233- 5.97% |
$91.1K - $111K
|
3.67K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-231- 29.2% |
$90.3K - $110K
|
560
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-230- 1.18% |
$89.9K - $110K
|
19.3K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-230- 17.69% |
$89.9K - $110K
|
1.07K
$591K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-229- 1.58% |
$89.5K - $109K
|
14.3K
$7.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-228- 2.45% |
$89.1K - $109K
|
9.07K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-226- 3.15% |
$88.3K - $108K
|
6.95K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-225- 50.9% |
$88K - $107K
|
217
$120K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-222- 0.51% |
$86.8K - $106K
|
43.5K
$24M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-220- 2.08% |
$86K - $105K
|
10.4K
$5.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-217- 33.13% |
$84.8K - $104K
|
438
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-216- 2.46% |
$84.4K - $103K
|
8.58K
$4.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-211- 13.35% |
$82.5K - $101K
|
1.37K
$756K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-210- 27.63% |
$82.1K - $100K
|
550
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-209- 16.51% |
$81.7K - $99.7K
|
1.06K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-209- 5.22% |
$81.7K - $99.7K
|
3.8K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-208- 4.52% |
$81.3K - $99.2K
|
4.39K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-206- 3.12% |
$80.5K - $98.3K
|
6.39K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-205- 1.94% |
$80.1K - $97.8K
|
10.4K
$5.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-205- 5.16% |
$80.1K - $97.8K
|
3.77K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-203- 1.99% |
$79.4K - $96.9K
|
9.98K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-202- 1.29% |
$79K - $96.4K
|
15.5K
$8.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-201- 5.82% |
$78.6K - $95.9K
|
3.25K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 4.12% |
$78.2K - $95.4K
|
4.66K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-200- 2.22% |
$78.2K - $95.4K
|
8.8K
$4.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 31.95% |
$78.2K - $95.4K
|
426
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-200- 21.05% |
$78.2K - $95.4K
|
750
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-200- 1.36% |
$78.2K - $95.4K
|
14.5K
$8M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.81% |
$78.2K - $95.4K
|
24.6K
$13.6M
|
|