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 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-360- 2.77% |
$141K - $172K
|
12.7K
$6.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-359- 8.73% |
$140K - $171K
|
3.75K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-359- 8.34% |
$140K - $171K
|
3.95K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-358- 0.95% |
$140K - $171K
|
37.3K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-356- 45.88% |
$139K - $170K
|
420
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-356- 29.67% |
$139K - $170K
|
844
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-355- 14.58% |
$139K - $169K
|
2.08K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-347- 1.52% |
$136K - $166K
|
22.4K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-347- 7.61% |
$136K - $166K
|
4.21K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-345- 12.43% |
$135K - $165K
|
2.43K
$1.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-334- 3.71% |
$131K - $159K
|
8.67K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-333- 13.14% |
$130K - $159K
|
2.2K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-332- 2.33% |
$130K - $158K
|
13.9K
$7.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-328- 14.68% |
$128K - $157K
|
1.91K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-324- 21.33% |
$127K - $155K
|
1.2K
$660K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-320- 5.7% |
$125K - $153K
|
5.3K
$2.92M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-318- 65.43% |
$124K - $152K
|
168
$92.7K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-315- 69.69% |
$123K - $150K
|
137
$75.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-315- 28.93% |
$123K - $150K
|
774
$427K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-314- 3.6% |
$123K - $150K
|
8.4K
$4.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 1.58% |
$122K - $149K
|
19.4K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-309- 11.54% |
$121K - $147K
|
2.37K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-309- 1.69% |
$121K - $147K
|
17.9K
$9.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-308- 5.03% |
$120K - $147K
|
5.82K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-306- 9.62% |
$120K - $146K
|
2.88K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-303- 0.71% |
$118K - $145K
|
42.2K
$23.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-301- 5.58% |
$118K - $144K
|
5.09K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-300- 2.86% |
$117K - $143K
|
10.2K
$5.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-300- 21.32% |
$117K - $143K
|
1.11K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
PUT |
-300- 9.09% |
$117K - $143K
|
3K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-300- 22.94% |
$117K - $143K
|
1.01K
$556K
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-297- 8.17% |
$116K - $142K
|
3.34K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-296- 99.33% |
$116K - $141K
|
2
$1.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
SELL
|
- |
-292- 4.05% |
$114K - $139K
|
6.92K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-291- 11.71% |
$114K - $139K
|
2.19K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-289- 0.79% |
$113K - $138K
|
36.1K
$19.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-288- 3.97% |
$113K - $137K
|
6.96K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-287- 2.39% |
$112K - $137K
|
11.7K
$6.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-284- 13.86% |
$111K - $136K
|
1.77K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-283- 25.61% |
$111K - $135K
|
822
$454K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282- 1.36% |
$110K - $135K
|
20.4K
$11.3M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-280- 34.15% |
$109K - $134K
|
540
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-278- 10.42% |
$109K - $133K
|
2.39K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-277- 4.59% |
$108K - $132K
|
5.76K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-276- 26.64% |
$108K - $132K
|
760
$420K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-275- 17.71% |
$108K - $131K
|
1.28K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-273- 5.79% |
$107K - $130K
|
4.45K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-271- 20.93% |
$106K - $129K
|
1.02K
$565K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-268- 5.39% |
$105K - $128K
|
4.7K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-267- 5.65% |
$104K - $127K
|
4.46K
$2.46M
|
|