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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-272- 2.14% |
$106K - $130K
|
12.4K
$6.85M
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-267- 2.77% |
$104K - $127K
|
9.36K
$5.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-265- 4.71% |
$104K - $126K
|
5.36K
$2.96M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-264- 1.91% |
$103K - $126K
|
13.5K
$7.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-264- 0.47% |
$103K - $126K
|
56.1K
$31M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-259- 30.4% |
$101K - $124K
|
593
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-256- 4.43% |
$100K - $122K
|
5.52K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-255- 15.87% |
$99.7K - $122K
|
1.35K
$746K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-255- 6.8% |
$99.7K - $122K
|
3.5K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-252- 2.44% |
$98.5K - $120K
|
10.1K
$5.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-251- 2.11% |
$98.1K - $120K
|
11.6K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-250- 9.41% |
$97.7K - $119K
|
2.41K
$1.33M
|
|
|
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
|
|
|
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 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
|
|