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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.25% |
$2.29K - $2.85K
|
2.85K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-7- 2.31% |
$2.29K - $2.85K
|
296
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.41% |
$2.29K - $2.85K
|
1.68K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-7- 0.79% |
$2.29K - $2.85K
|
877
$353K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-6- 0.37% |
$1.96K - $2.45K
|
1.61K
$649K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-6- 0.75% |
$1.96K - $2.45K
|
799
$321K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 2.5% |
$1.96K - $2.45K
|
234
$94.1K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5- 0.78% |
$1.63K - $2.04K
|
639
$257K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
922
$371K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5- 0.04% |
$1.63K - $2.04K
|
12.6K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5- 1.04% |
$1.63K - $2.04K
|
477
$192K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 1.63% |
$1.63K - $2.04K
|
301
$121K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5- 0.15% |
$1.63K - $2.04K
|
3.39K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-5- 0.61% |
$1.63K - $2.04K
|
811
$326K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.44% |
$1.63K - $2.04K
|
1.14K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
915
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.3K
$925K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.22% |
$1.63K - $2.04K
|
2.27K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-5- 0.54% |
$1.63K - $2.04K
|
917
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5- 0.11% |
$1.63K - $2.04K
|
4.64K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 5.26% |
$1.63K - $2.04K
|
90
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.13% |
$1.63K - $2.04K
|
3.74K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.63K - $2.04K
|
16.2K
$6.52M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.31K - $1.63K
|
3.84K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.09% |
$1.31K - $1.63K
|
4.38K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.4% |
$1.31K - $1.63K
|
984
$396K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.31K - $1.63K
|
2.07K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.17% |
$1.31K - $1.63K
|
2.32K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$1.31K - $1.63K
|
11
$4.42K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3- 4.29% |
$980 - $1.22K
|
67
$26.9K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-3- 0.32% |
$980 - $1.22K
|
924
$372K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3- 0.31% |
$980 - $1.22K
|
969
$390K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-3- 2.17% |
$980 - $1.22K
|
135
$54.3K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-3- 0.3% |
$980 - $1.22K
|
1K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-3- 0.09% |
$980 - $1.22K
|
3.35K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.41% |
$980 - $1.22K
|
733
$295K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.02% |
$654 - $815
|
13.3K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-2- 0.12% |
$654 - $815
|
1.66K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- 0.13% |
$654 - $815
|
1.58K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-2- 0.07% |
$654 - $815
|
2.83K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-2- 0.06% |
$654 - $815
|
3.28K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.08% |
$654 - $815
|
2.57K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$654 - $815
|
2.94K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-2- 0.28% |
$654 - $815
|
708
$285K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$327 - $408
|
10.2K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.05% |
$327 - $408
|
2.05K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.02% |
$327 - $408
|
4.94K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 0.8% |
$327 - $408
|
124
$49.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1- 0.13% |
$327 - $408
|
744
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1- 0.26% |
$327 - $408
|
382
$154K
|