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 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$722K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 40.74% |
$359K - $448K
|
1.6K
$721K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 99.43% |
$340K - $424K
|
6
$2.7K
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 16.84% |
$327K - $408K
|
4.94K
$2.23M
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$344K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-982- 55.11% |
$321K - $400K
|
800
$361K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-900- 69.23% |
$294K - $367K
|
400
$180K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.43M
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-830- 10.39% |
$271K - $338K
|
7.16K
$3.23M
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$786K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-792- 11.32% |
$259K - $323K
|
6.21K
$2.8M
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$4.06M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-700- 6.42% |
$229K - $285K
|
10.2K
$4.6M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-614- 2.91% |
$201K - $250K
|
20.5K
$9.22M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-591- 39.91% |
$193K - $241K
|
890
$401K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$8.1M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-573- 12.71% |
$187K - $234K
|
3.94K
$1.77M
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-564Closed |
$184K - $230K
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$2.19M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$1.24M
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-519- 6.45% |
$170K - $212K
|
7.53K
$3.39M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$685K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-510- 33.18% |
$167K - $208K
|
1.03K
$463K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 31.95% |
$163K - $204K
|
1.07K
$480K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.16% |
$163K - $204K
|
22.6K
$10.2M
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-456- 15.3% |
$149K - $186K
|
2.53K
$1.14M
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-450- 35.77% |
$147K - $183K
|
808
$364K
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-437- 3.34% |
$143K - $178K
|
12.7K
$5.71M
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 8.87% |
$131K - $163K
|
4.11K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-382- 28.68% |
$125K - $156K
|
950
$428K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-357- 16.63% |
$117K - $146K
|
1.79K
$807K
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-355- 22.98% |
$116K - $145K
|
1.19K
$536K
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-337- 27.56% |
$110K - $137K
|
886
$399K
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-334- 21.77% |
$109K - $136K
|
1.2K
$541K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-329- 99.7% |
$108K - $134K
|
1
$451
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-305- 1.63% |
$99.7K - $124K
|
18.4K
$8.31M
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$460K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$5M
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$473K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 0.68% |
$91.5K - $114K
|
41K
$18.5M
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$7.17M
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-230- 21.42% |
$75.2K - $93.8K
|
844
$380K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-224- 5.23% |
$73.2K - $91.3K
|
4.06K
$1.83M
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$154K
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$8.92M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$490K
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-205- 18.19% |
$67K - $83.6K
|
922
$416K
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-204- 6.91% |
$66.7K - $83.2K
|
2.75K
$1.24M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-200- 98.04% |
$65.4K - $81.5K
|
4
$1.8K
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 8.65% |
$65.4K - $81.5K
|
2.11K
$951K
|