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
|
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
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 19.74% |
$73.5K - $91.7K
|
915
$368K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-224- 5.23% |
$73.2K - $91.3K
|
4.06K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-223- 10.13% |
$72.9K - $90.9K
|
1.98K
$796K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$138K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-220- 5.22% |
$71.9K - $89.7K
|
4K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-220- 8.12% |
$71.9K - $89.7K
|
2.49K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$7.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-218- 5.44% |
$71.2K - $88.9K
|
3.79K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-216- 1.12% |
$70.6K - $88K
|
19K
$7.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 3.86% |
$69.9K - $87.2K
|
5.33K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-212- 1.78% |
$69.3K - $86.4K
|
11.7K
$4.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-208- 0.42% |
$68K - $84.8K
|
49.2K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-207- 0.83% |
$67.6K - $84.4K
|
24.6K
$9.89M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-205- 18.19% |
$67K - $83.6K
|
922
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-205- 0.21% |
$67K - $83.6K
|
98.7K
$39.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-204- 6.91% |
$66.7K - $83.2K
|
2.75K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.61K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 2.17% |
$65.4K - $81.5K
|
9.02K
$3.63M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-200- 19.61% |
$65.4K - $81.5K
|
820
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 27.97% |
$65.4K - $81.5K
|
515
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-199- 1.02% |
$65K - $81.1K
|
19.4K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-198- 0.28% |
$64.7K - $80.7K
|
71.6K
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 2.3% |
$63.7K - $79.5K
|
8.29K
$3.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-194- 10.04% |
$63.4K - $79.1K
|
1.74K
$699K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-192- 7.43% |
$62.7K - $78.3K
|
2.39K
$962K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 5.51% |
$62.4K - $77.9K
|
3.28K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-188- 1.77% |
$61.4K - $76.6K
|
10.4K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-187- 19.06% |
$61.1K - $76.2K
|
794
$319K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-186- 1.28% |
$60.8K - $75.8K
|
14.4K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-186- 19.48% |
$60.8K - $75.8K
|
769
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-186- 8.55% |
$60.8K - $75.8K
|
1.99K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 66.91% |
$60.8K - $75.8K
|
92
$37K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-185- 11.32% |
$60.4K - $75.4K
|
1.45K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-180- 0.28% |
$58.8K - $73.4K
|
64.9K
$26.1M
|