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
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.99% |
$13.3K - $16.4K
|
559
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 1.54% |
$13K - $16K
|
2.62K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-41- 4.08% |
$13K - $16K
|
963
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-41- 4.43% |
$13K - $16K
|
885
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-40- 1.85% |
$12.7K - $15.6K
|
2.13K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-40- 1.52% |
$12.7K - $15.6K
|
2.59K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-40- 1.79% |
$12.7K - $15.6K
|
2.2K
$892K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.95% |
$12.7K - $15.6K
|
1.31K
$534K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-40- 3.54% |
$12.7K - $15.6K
|
1.09K
$443K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 3.23% |
$12.7K - $15.6K
|
1.2K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 1.54% |
$12K - $14.9K
|
2.43K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-37- 1.63% |
$11.7K - $14.5K
|
2.24K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-37- 4.52% |
$11.7K - $14.5K
|
782
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-36- 4.83% |
$11.4K - $14.1K
|
710
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-36- 0.55% |
$11.4K - $14.1K
|
6.53K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 0.71% |
$11.4K - $14.1K
|
5.03K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 0.84% |
$11.1K - $13.7K
|
4.11K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-35- 4.33% |
$11.1K - $13.7K
|
774
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-35- 2.27% |
$11.1K - $13.7K
|
1.5K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-34- 2.03% |
$10.8K - $13.3K
|
1.64K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-32- 1.67% |
$10.1K - $12.5K
|
1.89K
$766K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 6.29% |
$10.1K - $12.5K
|
477
$194K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-31- 0.49% |
$9.82K - $12.1K
|
6.28K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31- 3.08% |
$9.82K - $12.1K
|
975
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-30- 0.88% |
$9.5K - $11.7K
|
3.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-30- 0.67% |
$9.5K - $11.7K
|
4.42K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 3.42% |
$9.5K - $11.7K
|
847
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-30- 1.84% |
$9.5K - $11.7K
|
1.6K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-30- 1.33% |
$9.5K - $11.7K
|
2.23K
$907K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 2.95% |
$9.5K - $11.7K
|
986
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.58% |
$9.5K - $11.7K
|
5.15K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 3.81% |
$9.19K - $11.3K
|
732
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 1.12% |
$9.19K - $11.3K
|
2.57K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 5.29% |
$8.87K - $11K
|
501
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-28- 1.42% |
$8.87K - $11K
|
1.94K
$790K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28- 0.25% |
$8.87K - $11K
|
11.2K
$4.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-27- 0.05% |
$8.55K - $10.6K
|
55.3K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-26- 1.01% |
$8.24K - $10.2K
|
2.55K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 0.89% |
$8.24K - $10.2K
|
2.91K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-26- 2.97% |
$8.24K - $10.2K
|
849
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$795K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.19% |
$8.24K - $10.2K
|
13.4K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.98% |
$7.92K - $9.78K
|
1.24K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25- 2.58% |
$7.92K - $9.78K
|
943
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-25- 0.43% |
$7.92K - $9.78K
|
5.74K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25- 2.87% |
$7.92K - $9.78K
|
845
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.77% |
$7.92K - $9.78K
|
1.39K
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-25- 0.08% |
$7.92K - $9.78K
|
32.7K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$684K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-25- 0.74% |
$7.92K - $9.78K
|
3.37K
$1.37M
|