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 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-109- 6.63% |
$39.3K - $45.4K
|
1.53K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-105- 1.06% |
$37.8K - $43.8K
|
9.8K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-104- 7.98% |
$37.5K - $43.4K
|
1.2K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-102- 3.23% |
$36.8K - $42.5K
|
3.06K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-102- 4.25% |
$36.8K - $42.5K
|
2.3K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 12.5% |
$36K - $41.7K
|
700
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 38.61% |
$36K - $41.7K
|
159
$51.4K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 4.1% |
$36K - $41.7K
|
2.34K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 5.89% |
$36K - $41.7K
|
1.6K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-97- 5.66% |
$35K - $40.4K
|
1.62K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-97- 6.98% |
$35K - $40.4K
|
1.29K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-96- 8.96% |
$34.6K - $40K
|
975
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-95- 2.15% |
$34.2K - $39.6K
|
4.33K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 0.24% |
$33.9K - $39.2K
|
38.5K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-93- 1.12% |
$33.5K - $38.8K
|
8.24K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-91- 7.21% |
$32.8K - $37.9K
|
1.17K
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-87- 1.34% |
$31.4K - $36.3K
|
6.43K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-85- 1.2% |
$30.6K - $35.4K
|
7K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-82- 3.04% |
$29.6K - $34.2K
|
2.61K
$844K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-81- 0.07% |
$29.2K - $33.8K
|
108K
$35M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-80- 6.07% |
$28.8K - $33.4K
|
1.24K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-79- 0.49% |
$28.5K - $32.9K
|
16K
$5.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.23% |
$27K - $31.3K
|
6.04K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 7.14% |
$27K - $31.3K
|
975
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-74- 11.06% |
$26.7K - $30.8K
|
595
$192K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-73- 5.75% |
$26.3K - $30.4K
|
1.2K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 1.31% |
$25.9K - $30K
|
5.42K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 43.83% |
$25.6K - $29.6K
|
91
$29.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-70- 1.91% |
$25.2K - $29.2K
|
3.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-68- 4.44% |
$24.5K - $28.3K
|
1.47K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 4.87% |
$23.4K - $27.1K
|
1.27K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 1.56% |
$23.1K - $26.7K
|
4.04K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-64- 5.75% |
$23.1K - $26.7K
|
1.05K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-64- 9.88% |
$23.1K - $26.7K
|
584
$189K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-60- 7.11% |
$21.6K - $25K
|
784
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 0.64% |
$21.6K - $25K
|
9.36K
$3.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-60- 1.29% |
$21.6K - $25K
|
4.58K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-59- 4.23% |
$21.3K - $24.6K
|
1.34K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 1.85% |
$20.5K - $23.8K
|
3.02K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-55- 6.98% |
$19.8K - $22.9K
|
733
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 5.11% |
$19.8K - $22.9K
|
1.02K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 10.78% |
$19.5K - $22.5K
|
447
$144K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 1.59% |
$19.5K - $22.5K
|
3.34K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-53- 3.56% |
$19.1K - $22.1K
|
1.44K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 5.07% |
$18.7K - $21.7K
|
974
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 2.05% |
$18.7K - $21.7K
|
2.49K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-51- 2.42% |
$18.4K - $21.3K
|
2.05K
$664K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-50- 4.4% |
$18K - $20.8K
|
1.09K
$351K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 2.24% |
$18K - $20.8K
|
2.18K
$705K
|