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 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 5.58% |
$18K - $20.8K
|
846
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.79% |
$18K - $20.8K
|
6.25K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 3.82% |
$18K - $20.8K
|
1.26K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 0.27% |
$18K - $20.8K
|
18.7K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 1.4% |
$18K - $20.8K
|
3.51K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 5.56% |
$18K - $20.8K
|
849
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 7.67% |
$18K - $20.8K
|
602
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.6% |
$18K - $20.8K
|
8.31K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 4.06% |
$18K - $20.8K
|
1.18K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 2.87% |
$17.7K - $20.4K
|
1.66K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-48- 1.45% |
$17.3K - $20K
|
3.26K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-47- 2.99% |
$16.9K - $19.6K
|
1.53K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-47- 1.95% |
$16.9K - $19.6K
|
2.37K
$764K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-45- 0.82% |
$16.2K - $18.8K
|
5.46K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-45- 1.72% |
$16.2K - $18.8K
|
2.57K
$830K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 0.87% |
$16.2K - $18.8K
|
5.11K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 1.62% |
$16.2K - $18.8K
|
2.73K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-44- 6.01% |
$15.9K - $18.3K
|
688
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-44- 1.87% |
$15.9K - $18.3K
|
2.31K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-44- 5.84% |
$15.9K - $18.3K
|
709
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41- 0.67% |
$14.8K - $17.1K
|
6.1K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-40- 0.55% |
$14.4K - $16.7K
|
7.27K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-40- 1.09% |
$14.4K - $16.7K
|
3.63K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 0.86% |
$14.4K - $16.7K
|
4.6K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-39- 1.14% |
$14.1K - $16.3K
|
3.38K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.25% |
$14.1K - $16.3K
|
15.3K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-38- 0.61% |
$13.7K - $15.8K
|
6.17K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-38- 0.18% |
$13.7K - $15.8K
|
21.1K
$6.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 3.41% |
$13.3K - $15.4K
|
1.05K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-36- 0.91% |
$13K - $15K
|
3.91K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 1.52% |
$12.3K - $14.2K
|
2.21K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 1.12% |
$12.3K - $14.2K
|
3K
$970K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-33- 3.36% |
$11.9K - $13.8K
|
950
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$70.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31- 3.44% |
$11.2K - $12.9K
|
869
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-31- 0.77% |
$11.2K - $12.9K
|
4.01K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 3.06% |
$11.2K - $12.9K
|
982
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-30- 2.13% |
$10.8K - $12.5K
|
1.38K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-30- 4.95% |
$10.8K - $12.5K
|
576
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 2.43% |
$10.8K - $12.5K
|
1.2K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-29- 2.32% |
$10.5K - $12.1K
|
1.22K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 8.66% |
$10.5K - $12.1K
|
306
$98.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28- 1.56% |
$10.1K - $11.7K
|
1.76K
$570K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25- 10.64% |
$9.01K - $10.4K
|
210
$67.9K
|