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 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-11- 4.2% |
$3.48K - $4.3K
|
251
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 0.24% |
$3.48K - $4.3K
|
4.56K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-11- 0.6% |
$3.48K - $4.3K
|
1.82K
$744K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 2.78% |
$3.48K - $4.3K
|
384
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10- 0.21% |
$3.17K - $3.91K
|
4.85K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10- 0.06% |
$3.17K - $3.91K
|
16.1K
$6.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-10- 0.27% |
$3.17K - $3.91K
|
3.67K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.7% |
$3.17K - $3.91K
|
1.42K
$578K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.86% |
$3.17K - $3.91K
|
1.16K
$471K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.6% |
$3.17K - $3.91K
|
1.65K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$3.17K - $3.91K
|
1.17K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 1.39% |
$3.17K - $3.91K
|
711
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9- 0.23% |
$2.85K - $3.52K
|
3.89K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-9- 0.69% |
$2.85K - $3.52K
|
1.3K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9- 1.4% |
$2.85K - $3.52K
|
632
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9- 1.34% |
$2.85K - $3.52K
|
663
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9- 1.36% |
$2.85K - $3.52K
|
655
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 1.14% |
$2.85K - $3.52K
|
779
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-9- 1.27% |
$2.85K - $3.52K
|
700
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.0% |
$2.85K - $3.52K
|
66
$26.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$2.53K - $3.13K
|
3.51K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8- 0.42% |
$2.53K - $3.13K
|
1.91K
$778K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8- 0.46% |
$2.53K - $3.13K
|
1.74K
$711K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7- 0.03% |
$2.22K - $2.74K
|
25.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7- 0.45% |
$2.22K - $2.74K
|
1.55K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.83% |
$2.22K - $2.74K
|
834
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7- 0.4% |
$2.22K - $2.74K
|
1.72K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.99% |
$1.9K - $2.35K
|
600
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6- 0.81% |
$1.9K - $2.35K
|
734
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6- 0.64% |
$1.9K - $2.35K
|
929
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.58K - $1.96K
|
788
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.32% |
$1.58K - $1.96K
|
1.56K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.16% |
$1.58K - $1.96K
|
3.12K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.58K - $1.96K
|
3.69K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$167K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
10.7K
$4.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
11K
$4.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
9.35K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 3.52% |
$1.58K - $1.96K
|
137
$55.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.35% |
$1.58K - $1.96K
|
1.41K
$573K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.28% |
$1.27K - $1.56K
|
1.43K
$583K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.61% |
$1.27K - $1.56K
|
648
$264K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.2% |
$1.27K - $1.56K
|
2K
$814K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 10.53% |
$1.27K - $1.56K
|
34
$13.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.1% |
$950 - $1.17K
|
3.04K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-3- 0.4% |
$950 - $1.17K
|
743
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3- 0.09% |
$950 - $1.17K
|
3.41K
$1.39M
|