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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-11- 0.25% |
$3.96K - $4.59K
|
4.38K
$1.42M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10- 1.34% |
$3.6K - $4.17K
|
738
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.26% |
$3.6K - $4.17K
|
3.84K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 2.1% |
$3.6K - $4.17K
|
467
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-10- 0.46% |
$3.6K - $4.17K
|
2.16K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.13% |
$3.6K - $4.17K
|
7.61K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-10- 0.58% |
$3.6K - $4.17K
|
1.72K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 40.0% |
$3.6K - $4.17K
|
15
$4.85K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10- 0.59% |
$3.6K - $4.17K
|
1.67K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-9- 1.59% |
$3.24K - $3.75K
|
556
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9- 0.93% |
$3.24K - $3.75K
|
960
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9- 0.17% |
$3.24K - $3.75K
|
5.44K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 5.63% |
$3.24K - $3.75K
|
151
$48.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-9- 0.87% |
$3.24K - $3.75K
|
1.03K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.77% |
$2.88K - $3.34K
|
1.04K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.18% |
$2.52K - $2.92K
|
3.84K
$1.24M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 1.83% |
$2.16K - $2.5K
|
321
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 30.0% |
$2.16K - $2.5K
|
14
$4.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6- 0.85% |
$2.16K - $2.5K
|
704
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.07% |
$2.16K - $2.5K
|
8.9K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6- 0.3% |
$2.16K - $2.5K
|
2.02K
$653K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-5- 0.54% |
$1.8K - $2.08K
|
927
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.23% |
$1.8K - $2.08K
|
2.18K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.1% |
$1.8K - $2.08K
|
4.9K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5- 0.06% |
$1.8K - $2.08K
|
7.93K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 3.03% |
$1.8K - $2.08K
|
160
$51.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.28% |
$1.8K - $2.08K
|
1.8K
$582K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.3% |
$1.44K - $1.67K
|
1.33K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 1.29% |
$1.44K - $1.67K
|
306
$98.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4- 8.0% |
$1.44K - $1.67K
|
46
$14.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 1.4% |
$1.08K - $1.25K
|
212
$68.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3- 0.37% |
$1.08K - $1.25K
|
814
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.03% |
$1.08K - $1.25K
|
10.7K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-3- 0.19% |
$1.08K - $1.25K
|
1.6K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-3- 0.52% |
$1.08K - $1.25K
|
576
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-3- 0.34% |
$1.08K - $1.25K
|
870
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-3- 0.04% |
$1.08K - $1.25K
|
7.58K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.33% |
$1.08K - $1.25K
|
912
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.1% |
$1.08K - $1.25K
|
3.15K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.5% |
$1.08K - $1.25K
|
596
$193K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2- 0.19% |
$721 - $834
|
1.02K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2- 0.04% |
$721 - $834
|
5.59K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.03% |
$721 - $834
|
6.67K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2- 0.22% |
$721 - $834
|
927
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1- 0.11% |
$360 - $417
|
888
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1- 0.04% |
$360 - $417
|
2.81K
$908K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.4% |
$360 - $417
|
249
$80.5K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-485K- 77.52% |
$154M - $190M
|
141K
$45.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-347K- 99.06% |
$110M - $136M
|
3.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-298K- 98.35% |
$94.3M - $116M
|
5K
$1.62M
|
|