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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-637- 10.81% |
$230K - $266K
|
5.26K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-631- 21.68% |
$227K - $263K
|
2.28K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-626- 4.56% |
$226K - $261K
|
13.1K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-622- 38.88% |
$224K - $259K
|
978
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-618- 37.05% |
$223K - $258K
|
1.05K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-615- 17.88% |
$222K - $256K
|
2.83K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 41.67% |
$216K - $250K
|
840
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-585- 39.08% |
$211K - $244K
|
912
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-575- 57.33% |
$207K - $240K
|
428
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-570- 6.27% |
$205K - $238K
|
8.52K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-547- 1.59% |
$197K - $228K
|
33.8K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-543- 2.5% |
$196K - $226K
|
21.2K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-540- 4.47% |
$195K - $225K
|
11.5K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-531- 11.61% |
$191K - $221K
|
4.04K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-530- 12.76% |
$191K - $221K
|
3.62K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-529- 84.1% |
$191K - $221K
|
100
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-517- 5.46% |
$186K - $216K
|
8.95K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-510- 19.68% |
$184K - $213K
|
2.08K
$672K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 15.24% |
$180K - $208K
|
2.78K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-493- 9.31% |
$178K - $206K
|
4.8K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-491- 4.96% |
$177K - $205K
|
9.4K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-484- 6.88% |
$174K - $202K
|
6.55K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-480- 1.77% |
$173K - $200K
|
26.6K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-464- 3.04% |
$167K - $193K
|
14.8K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 1.18% |
$166K - $193K
|
38.6K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-450- 10.59% |
$162K - $188K
|
3.8K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-437- 9.3% |
$157K - $182K
|
4.26K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-429- 3.24% |
$155K - $179K
|
12.8K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-425- 3.45% |
$153K - $177K
|
11.9K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-419- 2.32% |
$151K - $175K
|
17.6K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-416- 45.22% |
$150K - $173K
|
504
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-412- 68.1% |
$148K - $172K
|
193
$62.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-412- 23.49% |
$148K - $172K
|
1.34K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-400- 40.08% |
$144K - $167K
|
598
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-399- 0.62% |
$144K - $166K
|
64K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-389- 4.75% |
$140K - $162K
|
7.8K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-381- 10.3% |
$137K - $159K
|
3.32K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-379- 13.55% |
$137K - $158K
|
2.42K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-369- 8.41% |
$133K - $154K
|
4.02K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-367- 11.67% |
$132K - $153K
|
2.78K
$897K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-362- 18.12% |
$130K - $151K
|
1.64K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-362- 2.12% |
$130K - $151K
|
16.7K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-358- 14.54% |
$129K - $149K
|
2.1K
$680K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-331- 18.07% |
$119K - $138K
|
1.5K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-325- 25.94% |
$117K - $135K
|
928
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-321- 15.08% |
$116K - $134K
|
1.81K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-312- 9.63% |
$112K - $130K
|
2.93K
$946K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-304- 3.17% |
$110K - $127K
|
9.29K
$3M
|