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
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-300- 5.66% |
$108K - $125K
|
5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-300- 0.71% |
$108K - $125K
|
42K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-299- 0.79% |
$108K - $125K
|
37.4K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-298- 22.27% |
$107K - $124K
|
1.04K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-293- 3.62% |
$106K - $122K
|
7.8K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-293- 1.27% |
$106K - $122K
|
22.7K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-277- 13.1% |
$99.8K - $115K
|
1.84K
$594K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-273- 3.32% |
$98.4K - $114K
|
7.94K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-273- 1.74% |
$98.4K - $114K
|
15.4K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-272- 46.26% |
$98K - $113K
|
316
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-272- 10.98% |
$98K - $113K
|
2.21K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-269- 4.08% |
$96.9K - $112K
|
6.33K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-260- 42.62% |
$93.7K - $108K
|
350
$113K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-250- 2.0% |
$90.1K - $104K
|
12.3K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-250- 10.09% |
$90.1K - $104K
|
2.23K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-250- 17.01% |
$90.1K - $104K
|
1.22K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-244- 5.54% |
$87.9K - $102K
|
4.16K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-242- 1.48% |
$87.2K - $101K
|
16.1K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 21.63% |
$87.2K - $101K
|
877
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-238- 0.66% |
$85.8K - $99.2K
|
35.6K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-237- 3.55% |
$85.4K - $98.8K
|
6.43K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-225- 1.79% |
$81.1K - $93.8K
|
12.3K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-223- 0.65% |
$80.4K - $93K
|
34.2K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-222- 0.19% |
$80K - $92.5K
|
116K
$37.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-209- 9.92% |
$75.3K - $87.1K
|
1.9K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-204- 1.39% |
$73.5K - $85K
|
14.5K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-201- 18.36% |
$72.4K - $83.8K
|
894
$289K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 19.9% |
$72.1K - $83.4K
|
805
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-197- 0.36% |
$71K - $82.1K
|
53.8K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-196- 1.74% |
$70.6K - $81.7K
|
11K
$3.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-195- 1.33% |
$70.3K - $81.3K
|
14.5K
$4.68M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-193- 1.88% |
$69.6K - $80.5K
|
10.1K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-193- 0.66% |
$69.6K - $80.5K
|
29.1K
$9.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-193- 0.84% |
$69.6K - $80.5K
|
22.8K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-189- 6.02% |
$68.1K - $78.8K
|
2.95K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-189- 4.9% |
$68.1K - $78.8K
|
3.67K
$1.18M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-187- 1.82% |
$67.4K - $78K
|
10.1K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-186- 23.37% |
$67K - $77.5K
|
610
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-183- 0.71% |
$65.9K - $76.3K
|
25.7K
$8.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-182- 16.34% |
$65.6K - $75.9K
|
932
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 10.66% |
$63.1K - $73K
|
1.47K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-173- 1.54% |
$62.3K - $72.1K
|
11.1K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-172- 1.67% |
$62K - $71.7K
|
10.2K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-170- 5.61% |
$61.3K - $70.9K
|
2.86K
$924K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-167- 13.76% |
$60.2K - $69.6K
|
1.05K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-166- 11.08% |
$59.8K - $69.2K
|
1.33K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-166- 18.14% |
$59.8K - $69.2K
|
749
$242K
|