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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-77- 7.35% |
$25.2K - $31.4K
|
970
$390K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-76- 3.45% |
$24.8K - $31K
|
2.13K
$856K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-76- 0.97% |
$24.8K - $31K
|
7.77K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-76- 15.8% |
$24.8K - $31K
|
405
$163K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-75- 0.2% |
$24.5K - $30.6K
|
37.3K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 0.98% |
$24.5K - $30.6K
|
7.56K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-74- 8.37% |
$24.2K - $30.2K
|
810
$326K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-74- 3.43% |
$24.2K - $30.2K
|
2.08K
$838K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-74- 1.74% |
$24.2K - $30.2K
|
4.17K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.16% |
$23.5K - $29.3K
|
3.27K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-72- 0.99% |
$23.5K - $29.3K
|
7.2K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-72- 1.66% |
$23.5K - $29.3K
|
4.26K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-71- 5.42% |
$23.2K - $28.9K
|
1.24K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-71- 9.48% |
$23.2K - $28.9K
|
678
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-71- 1.28% |
$23.2K - $28.9K
|
5.46K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-71- 0.88% |
$23.2K - $28.9K
|
7.99K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-70- 2.58% |
$22.9K - $28.5K
|
2.64K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-69- 6.07% |
$22.5K - $28.1K
|
1.07K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-69- 2.08% |
$22.5K - $28.1K
|
3.25K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.18% |
$22.5K - $28.1K
|
5.76K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-67- 1.58% |
$21.9K - $27.3K
|
4.17K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-66- 2.42% |
$21.6K - $26.9K
|
2.66K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-66- 3.73% |
$21.6K - $26.9K
|
1.71K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-65- 3.29% |
$21.2K - $26.5K
|
1.91K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-63- 3.43% |
$20.6K - $25.7K
|
1.77K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-63- 3.61% |
$20.6K - $25.7K
|
1.68K
$676K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-63- 9.36% |
$20.6K - $25.7K
|
610
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-63- 2.55% |
$20.6K - $25.7K
|
2.41K
$969K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-63- 6.96% |
$20.6K - $25.7K
|
842
$339K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 1.39% |
$19.9K - $24.9K
|
4.33K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-61- 0.23% |
$19.9K - $24.9K
|
26.5K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-61- 8.23% |
$19.9K - $24.9K
|
680
$273K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 2.3% |
$19.6K - $24.5K
|
2.55K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-60- 6.34% |
$19.6K - $24.5K
|
886
$356K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-60- 1.16% |
$19.6K - $24.5K
|
5.1K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.91% |
$19.6K - $24.5K
|
6.55K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 0.67% |
$19.6K - $24.5K
|
8.92K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-60- 3.91% |
$19.6K - $24.5K
|
1.47K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-59- 2.1% |
$19.3K - $24.1K
|
2.75K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-59- 2.53% |
$19.3K - $24.1K
|
2.27K
$913K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-58- 4.58% |
$19K - $23.6K
|
1.21K
$486K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-57- 2.83% |
$18.6K - $23.2K
|
1.96K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-56- 0.95% |
$18.3K - $22.8K
|
5.85K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-56- 3.19% |
$18.3K - $22.8K
|
1.7K
$683K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-55- 7.59% |
$18K - $22.4K
|
670
$269K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-55- 1.53% |
$18K - $22.4K
|
3.54K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 8.68% |
$18K - $22.4K
|
579
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-55- 2.55% |
$18K - $22.4K
|
2.1K
$846K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-54- 2.84% |
$17.6K - $22K
|
1.85K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-53- 0.47% |
$17.3K - $21.6K
|
11.3K
$4.56M
|