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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$4.46M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-297- 3.02% |
$97K - $121K
|
9.55K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 1.67% |
$96.1K - $120K
|
17.3K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-290- 21.14% |
$94.8K - $118K
|
1.08K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-290- 5.49% |
$94.8K - $118K
|
4.99K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-284- 4.43% |
$92.8K - $116K
|
6.13K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-283- 3.07% |
$92.5K - $115K
|
8.93K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 0.68% |
$91.5K - $114K
|
41K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-276- 26.64% |
$90.2K - $113K
|
760
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.99% |
$90.2K - $113K
|
6.64K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-273- 13.83% |
$89.2K - $111K
|
1.7K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-272- 3.21% |
$88.9K - $111K
|
8.2K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-270- 0.51% |
$88.2K - $110K
|
52.5K
$21.1M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 5.19% |
$88.2K - $110K
|
4.93K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-269- 29.4% |
$87.9K - $110K
|
646
$260K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-268- 1.12% |
$87.6K - $109K
|
23.7K
$9.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-260- 7.12% |
$85K - $106K
|
3.39K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-259- 3.32% |
$84.6K - $106K
|
7.54K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$6.4M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-258- 9.59% |
$84.3K - $105K
|
2.43K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-256- 13.73% |
$83.6K - $104K
|
1.61K
$647K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-255- 5.55% |
$83.3K - $104K
|
4.34K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-253- 1.45% |
$82.7K - $103K
|
17.2K
$6.91M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-252- 1.96% |
$82.3K - $103K
|
12.6K
$5.08M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-251- 19.62% |
$82K - $102K
|
1.03K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-251- 27.25% |
$82K - $102K
|
670
$269K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 2.21% |
$82K - $102K
|
11.1K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-249- 95.77% |
$81.4K - $101K
|
11
$4.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-249- 12.5% |
$81.4K - $101K
|
1.74K
$701K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-246- 12.2% |
$80.4K - $100K
|
1.77K
$712K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245- 1.65% |
$80.1K - $99.9K
|
14.6K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-244- 0.64% |
$79.7K - $99.5K
|
38.1K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-242- 3.69% |
$79.1K - $98.6K
|
6.31K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-242- 4.45% |
$79.1K - $98.6K
|
5.2K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-242- 0.44% |
$79.1K - $98.6K
|
54.7K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 31.26% |
$78.7K - $98.2K
|
530
$213K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-240- 11.59% |
$78.4K - $97.8K
|
1.83K
$736K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-239- 13.57% |
$78.1K - $97.4K
|
1.52K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-235- 31.0% |
$76.8K - $95.8K
|
523
$210K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-234- 4.84% |
$76.5K - $95.4K
|
4.6K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-234- 3.63% |
$76.5K - $95.4K
|
6.21K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-232- 6.96% |
$75.8K - $94.6K
|
3.1K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-232- 9.28% |
$75.8K - $94.6K
|
2.27K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-230- 8.68% |
$75.2K - $93.8K
|
2.42K
$973K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-230- 21.42% |
$75.2K - $93.8K
|
844
$339K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$74.5K - $92.9K
|
5.23K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-227- 13.37% |
$74.2K - $92.5K
|
1.47K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-226- 16.03% |
$73.8K - $92.1K
|
1.18K
$476K
|