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 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.33K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-7- 17.95% |
$2.29K - $2.85K
|
32
$10.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.24% |
$2.29K - $2.85K
|
2.92K
$944K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.25% |
$2.29K - $2.85K
|
2.85K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-7- 2.31% |
$2.29K - $2.85K
|
296
$95.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.41% |
$2.29K - $2.85K
|
1.68K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7- 0.79% |
$2.29K - $2.85K
|
877
$283K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 2.5% |
$1.96K - $2.45K
|
234
$75.6K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.08% |
$1.63K - $2.04K
|
6.21K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
915
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.3K
$743K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.27K
$734K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
917
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5- 0.11% |
$1.63K - $2.04K
|
4.64K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 5.26% |
$1.63K - $2.04K
|
90
$29.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.13% |
$1.63K - $2.04K
|
3.74K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.63K - $2.04K
|
16.2K
$5.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.4K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.17% |
$1.31K - $1.63K
|
2.32K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$1.31K - $1.63K
|
11
$3.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-4- 0.39% |
$1.31K - $1.63K
|
1.02K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-3- 2.17% |
$980 - $1.22K
|
135
$43.6K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-3- 0.3% |
$980 - $1.22K
|
1K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3- 0.09% |
$980 - $1.22K
|
3.35K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.41% |
$980 - $1.22K
|
733
$237K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$654 - $815
|
2.94K
$951K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-2- 0.28% |
$654 - $815
|
708
$229K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.02% |
$327 - $408
|
4.94K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1- 0.08% |
$327 - $408
|
1.31K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 0.8% |
$327 - $408
|
124
$40.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1- 0.13% |
$327 - $408
|
744
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1- 0.26% |
$327 - $408
|
382
$123K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.95M- 73.57% |
$701M - $811M
|
699K
$226M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.23M- 20.59% |
$443M - $512M
|
4.74M
$1.53B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.09M- 6.21% |
$392M - $453M
|
16.4M
$5.3B
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-893K- 65.72% |
$322M - $372M
|
466K
$151M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-563K- 46.54% |
$203M - $235M
|
647K
$209M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-563K- 30.04% |
$203M - $235M
|
1.31M
$424M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-464K- 60.91% |
$167M - $193M
|
298K
$96.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-278K- 99.66% |
$100M - $116M
|
955
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-244K- 31.2% |
$87.9M - $102M
|
538K
$174M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-203K- 12.31% |
$73.2M - $84.7M
|
1.45M
$468M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-169K- 71.12% |
$60.9M - $70.4M
|
68.6K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-155K- 29.79% |
$55.9M - $64.6M
|
365K
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-151K- 6.44% |
$54.5M - $63M
|
2.2M
$710M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150K- 8.73% |
$54M - $62.4M
|
1.57M
$506M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-134K- 6.63% |
$48.2M - $55.7M
|
1.88M
$608M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-131K- 22.34% |
$47M - $54.4M
|
454K
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-130K- 84.94% |
$46.8M - $54.1M
|
23K
$7.44M
|
|