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 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-45- 15.52% |
$17.6K - $21.5K
|
245
$135K
|
|
|
Oct 27, 2025
Q3 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-45- 0.39% |
$17.6K - $21.5K
|
11.5K
$6.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-45- 3.57% |
$17.6K - $21.5K
|
1.22K
$671K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 1.72% |
$17.6K - $21.5K
|
2.57K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-44- 0.63% |
$17.2K - $21K
|
6.91K
$3.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-44- 2.19% |
$17.2K - $21K
|
1.96K
$1.08M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-43- 5.13% |
$16.8K - $20.5K
|
796
$439K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 0.8% |
$16.8K - $20.5K
|
5.36K
$2.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-43- 7.14% |
$16.8K - $20.5K
|
559
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-42- 3.45% |
$16.4K - $20K
|
1.17K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-42- 9.98% |
$16.4K - $20K
|
379
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-42- 5.17% |
$16.4K - $20K
|
771
$426K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-42- 1.49% |
$16.4K - $20K
|
2.77K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-42- 2.01% |
$16.4K - $20K
|
2.05K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-41- 3.31% |
$16K - $19.6K
|
1.2K
$661K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-41- 0.91% |
$16K - $19.6K
|
4.45K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-40- 0.44% |
$15.6K - $19.1K
|
9.15K
$5.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 1.08% |
$15.6K - $19.1K
|
3.68K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-40- 4.7% |
$15.6K - $19.1K
|
811
$448K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-40- 3.24% |
$15.6K - $19.1K
|
1.2K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-40- 5.38% |
$15.6K - $19.1K
|
704
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-40- 4.23% |
$15.6K - $19.1K
|
906
$500K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-40- 0.81% |
$15.6K - $19.1K
|
4.91K
$2.71M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-39- 1.97% |
$15.2K - $18.6K
|
1.94K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-39- 0.46% |
$15.2K - $18.6K
|
8.48K
$4.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-38- 0.41% |
$14.9K - $18.1K
|
9.25K
$5.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-38- 0.21% |
$14.9K - $18.1K
|
18K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-37- 94.87% |
$14.5K - $17.7K
|
2
$1.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-37- 0.5% |
$14.5K - $17.7K
|
7.4K
$4.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-37- 1.22% |
$14.5K - $17.7K
|
3K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-37- 0.79% |
$14.5K - $17.7K
|
4.64K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-35- 4.49% |
$13.7K - $16.7K
|
744
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-35- 1.03% |
$13.7K - $16.7K
|
3.35K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-35- 1.32% |
$13.7K - $16.7K
|
2.62K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.93% |
$13.7K - $16.7K
|
3.73K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-35- 5.25% |
$13.7K - $16.7K
|
632
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-34- 0.82% |
$13.3K - $16.2K
|
4.13K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-33- 1.54% |
$12.9K - $15.7K
|
2.11K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-32- 1.76% |
$12.5K - $15.3K
|
1.79K
$988K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-31- 0.86% |
$12.1K - $14.8K
|
3.59K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-31- 4.44% |
$12.1K - $14.8K
|
667
$368K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-31- 1.13% |
$12.1K - $14.8K
|
2.72K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-31- 0.93% |
$12.1K - $14.8K
|
3.3K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-31- 1.5% |
$12.1K - $14.8K
|
2.03K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-31- 1.01% |
$12.1K - $14.8K
|
3.03K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-31- 23.85% |
$12.1K - $14.8K
|
99
$54.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-30- 2.28% |
$11.7K - $14.3K
|
1.29K
$711K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-30- 0.43% |
$11.7K - $14.3K
|
6.89K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 27.27% |
$11.7K - $14.3K
|
80
$44.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-30- 1.48% |
$11.7K - $14.3K
|
2K
$1.1M
|
|