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 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
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 1.04% |
$43.7K - $54K
|
13.2K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-138- 1.96% |
$43.7K - $54K
|
6.9K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-135- 3.92% |
$42.8K - $52.8K
|
3.31K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-135- 10.6% |
$42.8K - $52.8K
|
1.14K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-134- 1.32% |
$42.5K - $52.4K
|
10.1K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-132- 16.94% |
$41.8K - $51.6K
|
647
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-131- 3.3% |
$41.5K - $51.2K
|
3.84K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-130- 0.9% |
$41.2K - $50.8K
|
14.3K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 7.05% |
$41.2K - $50.8K
|
1.72K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 1.91% |
$40.9K - $50.5K
|
6.62K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-126- 4.15% |
$39.9K - $49.3K
|
2.91K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 3.2% |
$39.6K - $48.9K
|
3.78K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-125- 7.16% |
$39.6K - $48.9K
|
1.62K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-125- 1.59% |
$39.6K - $48.9K
|
7.72K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-123- 0.7% |
$39K - $48.1K
|
17.4K
$7.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 5.07% |
$39K - $48.1K
|
2.31K
$937K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-122- 2.88% |
$38.6K - $47.7K
|
4.12K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-122- 6.22% |
$38.6K - $47.7K
|
1.84K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-121- 0.81% |
$38.3K - $47.3K
|
14.8K
$6.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-121- 4.7% |
$38.3K - $47.3K
|
2.45K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-119- 2.78% |
$37.7K - $46.5K
|
4.16K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-119- 35.63% |
$37.7K - $46.5K
|
215
$87.4K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-119- 1.99% |
$37.7K - $46.5K
|
5.85K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-118- 1.3% |
$37.4K - $46.2K
|
8.96K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-117- 8.86% |
$37.1K - $45.8K
|
1.2K
$489K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-117- 2.16% |
$37.1K - $45.8K
|
5.29K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-116- 3.74% |
$36.7K - $45.4K
|
2.98K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-113- 8.55% |
$35.8K - $44.2K
|
1.21K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-113- 0.22% |
$35.8K - $44.2K
|
51.3K
$20.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-112- 7.4% |
$35.5K - $43.8K
|
1.4K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-112- 1.88% |
$35.5K - $43.8K
|
5.83K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-111- 5.48% |
$35.2K - $43.4K
|
1.92K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 0.2% |
$35.2K - $43.4K
|
55.2K
$22.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-110- 3.91% |
$34.8K - $43K
|
2.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-108- 3.99% |
$34.2K - $42.2K
|
2.6K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-108- 2.89% |
$34.2K - $42.2K
|
3.63K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-108- 95.58% |
$34.2K - $42.2K
|
5
$2.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-107- 5.39% |
$33.9K - $41.8K
|
1.88K
$763K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-106- 2.11% |
$33.6K - $41.5K
|
4.91K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-106- 9.46% |
$33.6K - $41.5K
|
1.02K
$412K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$26.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 7.22% |
$32.9K - $40.7K
|
1.34K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-104- 12.78% |
$32.9K - $40.7K
|
710
$289K
|