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 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-105- 0.27% |
$34.3K - $42.8K
|
38.4K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-105- 0.83% |
$34.3K - $42.8K
|
12.6K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-104- 2.9% |
$34K - $42.4K
|
3.49K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-103- 1.98% |
$33.7K - $42K
|
5.09K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-102- 1.73% |
$33.3K - $41.6K
|
5.78K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-102- 3.88% |
$33.3K - $41.6K
|
2.53K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-101- 9.08% |
$33K - $41.2K
|
1.01K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-100- 10.94% |
$32.7K - $40.8K
|
814
$327K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-100- 5.53% |
$32.7K - $40.8K
|
1.71K
$687K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 1.25% |
$32.7K - $40.8K
|
7.89K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 2.87% |
$32.7K - $40.8K
|
3.38K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 2.34% |
$32.7K - $40.8K
|
4.17K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 7.41% |
$32.7K - $40.8K
|
1.25K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-100- 1.73% |
$32.7K - $40.8K
|
5.7K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-100- 7.1% |
$32.7K - $40.8K
|
1.31K
$526K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-98- 7.34% |
$32K - $39.9K
|
1.24K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-98- 1.69% |
$32K - $39.9K
|
5.71K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-97- 5.48% |
$31.7K - $39.5K
|
1.67K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.14% |
$31.4K - $39.1K
|
2.96K
$1.19M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 1.5% |
$31K - $38.7K
|
6.23K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-95- 12.96% |
$31K - $38.7K
|
638
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 6.21% |
$31K - $38.7K
|
1.44K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-94- 6.7% |
$30.7K - $38.3K
|
1.31K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-94- 1.03% |
$30.7K - $38.3K
|
9.06K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-93- 14.09% |
$30.4K - $37.9K
|
567
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-91- 5.48% |
$29.7K - $37.1K
|
1.57K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 6.24% |
$29.4K - $36.7K
|
1.35K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-90- 1.49% |
$29.4K - $36.7K
|
5.96K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-89- 2.43% |
$29.1K - $36.3K
|
3.58K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-89- 2.74% |
$29.1K - $36.3K
|
3.15K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 6.29% |
$28.8K - $35.9K
|
1.31K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-88- 3.42% |
$28.8K - $35.9K
|
2.48K
$999K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-88- 0.22% |
$28.8K - $35.9K
|
39.4K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-88- 2.96% |
$28.8K - $35.9K
|
2.89K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-87- 1.77% |
$28.4K - $35.5K
|
4.83K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-86- 0.77% |
$28.1K - $35.1K
|
11.1K
$4.45M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-86- 1.67% |
$28.1K - $35.1K
|
5.07K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-86- 0.71% |
$28.1K - $35.1K
|
12K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-85- 2.22% |
$27.8K - $34.6K
|
3.75K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-85- 5.19% |
$27.8K - $34.6K
|
1.55K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-85- 0.87% |
$27.8K - $34.6K
|
9.71K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-85- 3.39% |
$27.8K - $34.6K
|
2.43K
$976K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 3.71% |
$27.4K - $34.2K
|
2.18K
$877K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-84- 0.46% |
$27.4K - $34.2K
|
18.3K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 3.42% |
$27.1K - $33.8K
|
2.35K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-83- 2.02% |
$27.1K - $33.8K
|
4.03K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-83- 3.01% |
$27.1K - $33.8K
|
2.67K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 1.77% |
$26.1K - $32.6K
|
4.44K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-79- 0.34% |
$25.8K - $32.2K
|
22.9K
$9.2M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-78- 30.95% |
$25.5K - $31.8K
|
174
$70K
|