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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-61- 1.05% |
$19.3K - $23.9K
|
5.75K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 8.14% |
$19.3K - $23.9K
|
688
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 5.11% |
$19K - $23.5K
|
1.11K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-60- 2.21% |
$19K - $23.5K
|
2.65K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-60- 4.83% |
$19K - $23.5K
|
1.18K
$481K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-60- 1.74% |
$19K - $23.5K
|
3.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-59- 0.4% |
$18.7K - $23.1K
|
14.6K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-59- 2.46% |
$18.7K - $23.1K
|
2.34K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-59- 1.51% |
$18.7K - $23.1K
|
3.85K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-58- 4.35% |
$18.4K - $22.7K
|
1.27K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-58- 5.35% |
$18.4K - $22.7K
|
1.03K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-58- 1.25% |
$18.4K - $22.7K
|
4.57K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-58- 2.73% |
$18.4K - $22.7K
|
2.07K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-57- 2.13% |
$18.1K - $22.3K
|
2.61K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-57- 1.36% |
$18.1K - $22.3K
|
4.13K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-57- 0.92% |
$18.1K - $22.3K
|
6.15K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-57- 4.94% |
$18.1K - $22.3K
|
1.1K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-55- 0.78% |
$17.4K - $21.5K
|
6.98K
$2.84M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 9.26% |
$17.1K - $21.1K
|
529
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-53- 0.96% |
$16.8K - $20.7K
|
5.46K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-53- 3.66% |
$16.8K - $20.7K
|
1.39K
$567K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-53- 4.17% |
$16.8K - $20.7K
|
1.22K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-52- 2.5% |
$16.5K - $20.3K
|
2.03K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.78% |
$16.5K - $20.3K
|
1.32K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 0.05% |
$16.2K - $19.9K
|
110K
$44.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-51- 2.72% |
$16.2K - $19.9K
|
1.82K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.3% |
$15.8K - $19.6K
|
16.8K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.81% |
$15.8K - $19.6K
|
2.72K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-50- 5.42% |
$15.8K - $19.6K
|
872
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-50- 7.22% |
$15.8K - $19.6K
|
643
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-50- 3.78% |
$15.8K - $19.6K
|
1.27K
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-50- 3.43% |
$15.8K - $19.6K
|
1.41K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-50- 0.24% |
$15.8K - $19.6K
|
20.4K
$8.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-50- 3.47% |
$15.8K - $19.6K
|
1.39K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-49- 1.5% |
$15.5K - $19.2K
|
3.22K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-48- 11.21% |
$15.2K - $18.8K
|
380
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-48- 32.43% |
$15.2K - $18.8K
|
100
$40.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-48- 0.79% |
$15.2K - $18.8K
|
6.04K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46- 0.78% |
$14.6K - $18K
|
5.84K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.2% |
$14.6K - $18K
|
23.2K
$9.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-46- 3.95% |
$14.6K - $18K
|
1.12K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 0.41% |
$14.6K - $18K
|
11.2K
$4.57M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-45- 6.47% |
$14.3K - $17.6K
|
651
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-45- 1.48% |
$14.3K - $17.6K
|
3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 2.59% |
$13.9K - $17.2K
|
1.65K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44- 5.39% |
$13.9K - $17.2K
|
772
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-44- 1.14% |
$13.9K - $17.2K
|
3.82K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-44- 1.02% |
$13.9K - $17.2K
|
4.28K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44- 2.59% |
$13.9K - $17.2K
|
1.66K
$673K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-43- 5.64% |
$13.6K - $16.8K
|
719
$292K
|