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 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 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-200- 19.78% |
$78.2K - $95.4K
|
811
$448K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-199- 6.12% |
$77.8K - $95K
|
3.05K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-199- 10.41% |
$77.8K - $95K
|
1.71K
$945K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-197- 20.31% |
$77K - $94K
|
773
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-197- 3.35% |
$77K - $94K
|
5.68K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-195- 11.58% |
$76.2K - $93K
|
1.49K
$822K
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-195- 2.22% |
$76.2K - $93K
|
8.58K
$4.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-193- 0.25% |
$75.4K - $92.1K
|
75.9K
$41.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-192- 2.4% |
$75.1K - $91.6K
|
7.81K
$4.31M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-187- 24.74% |
$73.1K - $89.2K
|
569
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-187- 1.33% |
$73.1K - $89.2K
|
13.8K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Gould Capital, LLC
|
SELL
|
- |
-186- 2.18% |
$72.7K - $88.7K
|
8.36K
$4.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-185- 1.77% |
$72.3K - $88.3K
|
10.3K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-184- 9.19% |
$71.9K - $87.8K
|
1.82K
$1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-184- 9.58% |
$71.9K - $87.8K
|
1.74K
$958K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-182- 1.74% |
$71.1K - $86.8K
|
10.3K
$5.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-181- 6.64% |
$70.8K - $86.4K
|
2.54K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-180- 0.77% |
$70.4K - $85.9K
|
23.3K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-180- 1.11% |
$70.4K - $85.9K
|
16K
$8.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-179- 3.11% |
$70K - $85.4K
|
5.58K
$3.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-179- 2.55% |
$70K - $85.4K
|
6.85K
$3.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-178- 2.63% |
$69.6K - $84.9K
|
6.59K
$3.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-176- 0.45% |
$68.8K - $84K
|
39K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-174- 1.06% |
$68K - $83K
|
16.3K
$9M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-174- 5.26% |
$68K - $83K
|
3.13K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-173- 0.79% |
$67.6K - $82.5K
|
21.7K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 2.99% |
$66.8K - $81.6K
|
5.55K
$3.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-171- 4.43% |
$66.8K - $81.6K
|
3.69K
$2.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-169- 18.61% |
$66.1K - $80.6K
|
739
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-168- 5.88% |
$65.7K - $80.2K
|
2.69K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-166- 13.15% |
$64.9K - $79.2K
|
1.1K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-166- 17.26% |
$64.9K - $79.2K
|
796
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-165- 3.14% |
$64.5K - $78.7K
|
5.09K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-163- 13.12% |
$63.7K - $77.8K
|
1.08K
$596K
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-161- 5.98% |
$62.9K - $76.8K
|
2.53K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-160- 3.42% |
$62.5K - $76.3K
|
4.53K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-158- 0.37% |
$61.8K - $75.4K
|
42.2K
$23.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-158- 2.67% |
$61.8K - $75.4K
|
5.76K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-158- 16.84% |
$61.8K - $75.4K
|
780
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-157- 1.16% |
$61.4K - $74.9K
|
13.3K
$7.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-157- 1.55% |
$61.4K - $74.9K
|
9.97K
$5.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-155- 21.5% |
$60.6K - $74K
|
566
$312K
|
|