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 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-52- 0.39% |
$17K - $21.2K
|
13.2K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.04K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-52- 1.75% |
$17K - $21.2K
|
2.91K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-52- 6.24% |
$17K - $21.2K
|
782
$315K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-52- 1.27% |
$17K - $21.2K
|
4.03K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-51- 2.78% |
$16.7K - $20.8K
|
1.78K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-51- 3.13% |
$16.7K - $20.8K
|
1.58K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-51- 30.36% |
$16.7K - $20.8K
|
117
$47.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-51- 4.2% |
$16.7K - $20.8K
|
1.16K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.91% |
$16.3K - $20.4K
|
796
$320K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.7% |
$16.3K - $20.4K
|
1.8K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-50- 5.32% |
$16.3K - $20.4K
|
889
$358K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 3.49% |
$16.3K - $20.4K
|
1.38K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.88% |
$16.3K - $20.4K
|
5.6K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-50- 1.41% |
$16.3K - $20.4K
|
3.51K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.36% |
$16.3K - $20.4K
|
13.9K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 9.67% |
$16.3K - $20.4K
|
467
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 58.14% |
$16.3K - $20.4K
|
36
$14.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-50- 0.07% |
$16.3K - $20.4K
|
66.9K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 15.67% |
$16.3K - $20.4K
|
269
$108K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 0.4% |
$16K - $20K
|
12.3K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 1.05% |
$15.7K - $19.6K
|
4.52K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-48- 4.57% |
$15.7K - $19.6K
|
1K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-48- 4.87% |
$15.7K - $19.6K
|
938
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-48- 6.48% |
$15.7K - $19.6K
|
693
$279K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-47- 1.69% |
$15.4K - $19.2K
|
2.73K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 0.84% |
$15.4K - $19.2K
|
5.57K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$72.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-46- 1.07% |
$15K - $18.8K
|
4.27K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-46- 2.18% |
$15K - $18.8K
|
2.07K
$832K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-46- 4.52% |
$15K - $18.8K
|
971
$391K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-46- 1.97% |
$15K - $18.8K
|
2.29K
$921K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.12% |
$15K - $18.8K
|
36.8K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 0.58% |
$15K - $18.8K
|
7.92K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 4.62% |
$14.7K - $18.3K
|
928
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-45- 2.53% |
$14.7K - $18.3K
|
1.73K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 3.22% |
$14.7K - $18.3K
|
1.35K
$544K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-45- 0.32% |
$14.7K - $18.3K
|
13.8K
$5.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-45- 0.17% |
$14.7K - $18.3K
|
26.1K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-43- 2.59% |
$14.1K - $17.5K
|
1.62K
$651K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.61% |
$14.1K - $17.5K
|
6.96K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-42- 1.56% |
$13.7K - $17.1K
|
2.65K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-42- 0.6% |
$13.7K - $17.1K
|
7K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-42- 3.22% |
$13.7K - $17.1K
|
1.26K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-41- 6.26% |
$13.4K - $16.7K
|
614
$247K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 3.58% |
$13.4K - $16.7K
|
1.11K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 3.8% |
$13.4K - $16.7K
|
1.04K
$417K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-40- 4.42% |
$13.1K - $16.3K
|
864
$347K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-40- 2.57% |
$13.1K - $16.3K
|
1.52K
$610K
|