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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-195- 1.33% |
$70.3K - $81.3K
|
14.5K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-193- 0.66% |
$69.6K - $80.5K
|
29.1K
$9.4M
|
|
|
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 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
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-165- 7.22% |
$59.5K - $68.8K
|
2.12K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-165- 82.5% |
$59.5K - $68.8K
|
35
$11.3K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-164- 8.0% |
$59.1K - $68.4K
|
1.89K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-164- 1.43% |
$59.1K - $68.4K
|
11.3K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-157- 1.68% |
$56.6K - $65.5K
|
9.19K
$2.97M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-156- 1.8% |
$56.2K - $65K
|
8.52K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-156- 0.41% |
$56.2K - $65K
|
38.3K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-153- 10.71% |
$55.1K - $63.8K
|
1.28K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-153- 4.54% |
$55.1K - $63.8K
|
3.22K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-150- 5.85% |
$54.1K - $62.5K
|
2.42K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-149- 2.4% |
$53.7K - $62.1K
|
6.05K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-148- 0.86% |
$53.3K - $61.7K
|
17.1K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-147- 0.99% |
$53K - $61.3K
|
14.7K
$4.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-145- 6.71% |
$52.3K - $60.4K
|
2.02K
$651K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-144- 5.44% |
$51.9K - $60K
|
2.5K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-139- 28.43% |
$50.1K - $57.9K
|
350
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-138- 4.06% |
$49.7K - $57.5K
|
3.26K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-137- 3.02% |
$49.4K - $57.1K
|
4.4K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-137- 7.42% |
$49.4K - $57.1K
|
1.71K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-134- 1.77% |
$48.3K - $55.9K
|
7.45K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-131- 0.36% |
$47.2K - $54.6K
|
36.1K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-131- 0.5% |
$47.2K - $54.6K
|
26.1K
$8.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-128- 2.33% |
$46.1K - $53.4K
|
5.37K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-127- 6.66% |
$45.8K - $52.9K
|
1.78K
$575K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-125- 1.99% |
$45K - $52.1K
|
6.16K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-125- 36.76% |
$45K - $52.1K
|
215
$69.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-125- 26.65% |
$45K - $52.1K
|
344
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-121- 5.41% |
$43.6K - $50.4K
|
2.12K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-120- 8.18% |
$43.2K - $50K
|
1.35K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118- 0.56% |
$42.5K - $49.2K
|
21.1K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-117- 4.34% |
$42.2K - $48.8K
|
2.58K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-113- 13.23% |
$40.7K - $47.1K
|
741
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-112- 6.59% |
$40.4K - $46.7K
|
1.59K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-110- 5.54% |
$39.6K - $45.9K
|
1.88K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-110- 3.58% |
$39.6K - $45.9K
|
2.97K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-109- 3.68% |
$39.3K - $45.4K
|
2.86K
$923K
|