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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 1.25% |
$30.9K - $37.7K
|
6.24K
$3.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-77- 7.25% |
$30.1K - $36.7K
|
985
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-76- 0.36% |
$29.7K - $36.3K
|
21.2K
$11.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-76- 6.76% |
$29.7K - $36.3K
|
1.05K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-75- 3.79% |
$29.3K - $35.8K
|
1.91K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-75- 0.99% |
$29.3K - $35.8K
|
7.47K
$4.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-75- 2.43% |
$29.3K - $35.8K
|
3.02K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 1.24% |
$29.3K - $35.8K
|
5.98K
$3.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-74- 1.78% |
$28.9K - $35.3K
|
4.09K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-74- 2.16% |
$28.9K - $35.3K
|
3.35K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
SELL
|
- |
-74- 2.79% |
$28.9K - $35.3K
|
2.58K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-74- 5.04% |
$28.9K - $35.3K
|
1.39K
$770K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-74- 2.61% |
$28.9K - $35.3K
|
2.76K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-73- 0.11% |
$28.5K - $34.8K
|
64.8K
$35.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-73- 4.96% |
$28.5K - $34.8K
|
1.4K
$773K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-73- 5.56% |
$28.5K - $34.8K
|
1.24K
$684K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-73- 0.29% |
$28.5K - $34.8K
|
24.9K
$13.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-72- 0.68% |
$28.1K - $34.4K
|
10.5K
$5.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-71- 5.38% |
$27.8K - $33.9K
|
1.25K
$690K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-71- 0.47% |
$27.8K - $33.9K
|
14.9K
$8.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-71- 2.19% |
$27.8K - $33.9K
|
3.18K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-71- 1.11% |
$27.8K - $33.9K
|
6.32K
$3.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-71- 3.13% |
$27.8K - $33.9K
|
2.2K
$1.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-71- 3.12% |
$27.8K - $33.9K
|
2.2K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-70- 2.76% |
$27.4K - $33.4K
|
2.47K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 2.75% |
$27.4K - $33.4K
|
2.47K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-70- 0.96% |
$27.4K - $33.4K
|
7.2K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-70- 4.45% |
$27.4K - $33.4K
|
1.5K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-70- 9.21% |
$27.4K - $33.4K
|
690
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-69- 7.35% |
$27K - $32.9K
|
870
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-68- 3.6% |
$26.6K - $32.4K
|
1.82K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67- 0.07% |
$26.2K - $32K
|
101K
$55.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-67- 0.59% |
$26.2K - $32K
|
11.3K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-66- 0.26% |
$25.8K - $31.5K
|
25.2K
$13.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.26% |
$25.4K - $31K
|
2.81K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-65- 2.77% |
$25.4K - $31K
|
2.28K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-65- 1.08% |
$25.4K - $31K
|
5.98K
$3.3M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-65- 1.45% |
$25.4K - $31K
|
4.42K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-65- 1.65% |
$25.4K - $31K
|
3.88K
$2.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-64- 0.72% |
$25K - $30.5K
|
8.82K
$4.87M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-64- 3.98% |
$25K - $30.5K
|
1.55K
$853K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-63- 2.16% |
$24.6K - $30.1K
|
2.85K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-63- 70.0% |
$24.6K - $30.1K
|
27
$14.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-63- 0.33% |
$24.6K - $30.1K
|
19.2K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.56% |
$24.2K - $29.6K
|
11K
$6.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 2.35% |
$23.5K - $28.6K
|
2.5K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-59- 1.2% |
$23.1K - $28.2K
|
4.86K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 0.23% |
$22.7K - $27.7K
|
24.7K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-58- 7.28% |
$22.7K - $27.7K
|
739
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-57- 0.55% |
$22.3K - $27.2K
|
10.2K
$5.65M
|
|