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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-193- 0.54% |
$61.1K - $75.5K
|
35.8K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-192- 71.11% |
$60.8K - $75.1K
|
78
$31.7K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-191- 16.47% |
$60.5K - $74.7K
|
969
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-189- 18.14% |
$59.9K - $73.9K
|
853
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-188- 3.03% |
$59.6K - $73.5K
|
6.01K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-187- 3.29% |
$59.2K - $73.1K
|
5.49K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 4.76% |
$58.9K - $72.7K
|
3.72K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 1.39% |
$58.6K - $72.4K
|
13.2K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-184- 3.87% |
$58.3K - $72K
|
4.58K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-184- 15.5% |
$58.3K - $72K
|
1K
$408K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-184- 8.24% |
$58.3K - $72K
|
2.05K
$833K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-184- 5.68% |
$58.3K - $72K
|
3.06K
$1.24M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-184- 10.08% |
$58.3K - $72K
|
1.64K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 5.12% |
$58K - $71.6K
|
3.39K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-182- 3.95% |
$57.7K - $71.2K
|
4.42K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-180- 10.22% |
$57K - $70.4K
|
1.58K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-179- 35.24% |
$56.7K - $70K
|
329
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-178- 12.98% |
$56.4K - $69.6K
|
1.19K
$485K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-172- 10.0% |
$54.5K - $67.3K
|
1.55K
$629K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-170- 7.46% |
$53.9K - $66.5K
|
2.11K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-168- 2.02% |
$53.2K - $65.7K
|
8.15K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-165- 1.13% |
$52.3K - $64.5K
|
14.4K
$5.87M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 1.93% |
$52.3K - $64.5K
|
8.4K
$3.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-163- 6.09% |
$51.6K - $63.8K
|
2.51K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-162- 1.02% |
$51.3K - $63.4K
|
15.7K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-161- 1.43% |
$51K - $63K
|
11.1K
$4.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-160- 3.68% |
$50.7K - $62.6K
|
4.19K
$1.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-158- 1.79% |
$50.1K - $61.8K
|
8.68K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-155- 2.14% |
$49.1K - $60.6K
|
7.1K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-155- 1.03% |
$49.1K - $60.6K
|
14.9K
$6.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-151- 3.39% |
$47.8K - $59.1K
|
4.3K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-150- 11.93% |
$47.5K - $58.7K
|
1.11K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-150- 3.62% |
$47.5K - $58.7K
|
4K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 3.22% |
$47.5K - $58.7K
|
4.5K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 0.39% |
$47.5K - $58.7K
|
38.5K
$15.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-150- 4.97% |
$47.5K - $58.7K
|
2.87K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-149- 1.47% |
$47.2K - $58.3K
|
9.97K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-147- 11.43% |
$46.6K - $57.5K
|
1.14K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-147- 16.61% |
$46.6K - $57.5K
|
738
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$46.3K - $57.1K
|
8.33K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-145- 1.03% |
$45.9K - $56.7K
|
14K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-144- 12.8% |
$45.6K - $56.3K
|
981
$399K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-143- 11.18% |
$45.3K - $55.9K
|
1.14K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-141- 14.66% |
$44.7K - $55.1K
|
821
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-141- 21.43% |
$44.7K - $55.1K
|
517
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-140- 0.11% |
$44.4K - $54.8K
|
124K
$50.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140- 1.34% |
$44.4K - $54.8K
|
10.3K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-139- 9.99% |
$44K - $54.4K
|
1.25K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-139- 0.73% |
$44K - $54.4K
|
18.9K
$7.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-139- 0.81% |
$44K - $54.4K
|
17K
$6.9M
|