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 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-40- 2.08% |
$13.1K - $16.3K
|
1.88K
$756K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-40- 2.44% |
$13.1K - $16.3K
|
1.6K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-40- 1.05% |
$13.1K - $16.3K
|
3.78K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 1.57% |
$13.1K - $16.3K
|
2.5K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$40.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-39- 1.32% |
$12.7K - $15.9K
|
2.92K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.53% |
$12.4K - $15.5K
|
7.07K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-36- 0.83% |
$11.8K - $14.7K
|
4.32K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-36- 1.27% |
$11.8K - $14.7K
|
2.8K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-36- 4.32% |
$11.8K - $14.7K
|
798
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-36- 2.88% |
$11.8K - $14.7K
|
1.22K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-36- 1.22% |
$11.8K - $14.7K
|
2.92K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-36- 2.15% |
$11.8K - $14.7K
|
1.64K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 0.9% |
$11.8K - $14.7K
|
3.98K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.35% |
$11.4K - $14.3K
|
9.97K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-35- 0.37% |
$11.4K - $14.3K
|
9.35K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 0.42% |
$11.4K - $14.3K
|
8.34K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.95% |
$11.4K - $14.3K
|
3.65K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-34- 3.89% |
$11.1K - $13.9K
|
841
$338K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-34- 1.2% |
$11.1K - $13.9K
|
2.79K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-33- 2.98% |
$10.8K - $13.5K
|
1.07K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 4.71% |
$10.8K - $13.5K
|
667
$268K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 17.68% |
$10.5K - $13K
|
149
$59.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 2.74% |
$10.5K - $13K
|
1.14K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-30- 3.08% |
$9.8K - $12.2K
|
945
$380K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.76% |
$9.8K - $12.2K
|
3.93K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-30- 2.73% |
$9.8K - $12.2K
|
1.07K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-30- 1.17% |
$9.8K - $12.2K
|
2.52K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30- 0.44% |
$9.8K - $12.2K
|
6.83K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.8% |
$9.8K - $12.2K
|
760
$306K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-29- 3.51% |
$9.48K - $11.8K
|
797
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-29- 25.66% |
$9.48K - $11.8K
|
84
$33.8K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-28- 0.28% |
$9.15K - $11.4K
|
10.1K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-28- 0.76% |
$9.15K - $11.4K
|
3.64K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$9.15K - $11.4K
|
3.92K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-27- 1.79% |
$8.82K - $11K
|
1.48K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-27- 1.44% |
$8.82K - $11K
|
1.84K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 1.36% |
$8.82K - $11K
|
1.95K
$785K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-27- 2.84% |
$8.82K - $11K
|
925
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-27- 1.84% |
$8.82K - $11K
|
1.44K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-26- 1.32% |
$8.5K - $10.6K
|
1.95K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-25- 0.31% |
$8.17K - $10.2K
|
7.92K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-25- 3.68% |
$8.17K - $10.2K
|
655
$263K
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-25- 0.06% |
$8.17K - $10.2K
|
42K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-25- 1.46% |
$8.17K - $10.2K
|
1.68K
$677K
|