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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-70- 1.89% |
$22.5K - $26.6K
|
3.64K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-67- 6.21% |
$21.5K - $25.4K
|
1.01K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 0.6% |
$21.2K - $25K
|
10.9K
$3.95M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 1.08% |
$17.7K - $20.9K
|
5.02K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-52- 33.55% |
$16.7K - $19.7K
|
103
$37.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$83.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.38% |
$16.1K - $19K
|
2.06K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-50- 0.12% |
$16.1K - $19K
|
42.3K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-46- 15.54% |
$14.8K - $17.4K
|
250
$90.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$53.5K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-40- 0.73% |
$12.9K - $15.2K
|
5.46K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40- 1.46% |
$12.9K - $15.2K
|
2.69K
$974K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-40- 5.89% |
$12.9K - $15.2K
|
639
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-39- 0.49% |
$12.5K - $14.8K
|
7.92K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-32- 1.6% |
$10.3K - $12.1K
|
1.96K
$710K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$109K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-31- 3.37% |
$9.97K - $11.8K
|
889
$321K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 22.73% |
$9.64K - $11.4K
|
102
$36.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 2.29% |
$9.32K - $11K
|
1.24K
$447K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-25- 2.26% |
$8.04K - $9.48K
|
1.08K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-16- 1.66% |
$5.14K - $6.07K
|
945
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15- 1.69% |
$4.82K - $5.69K
|
871
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-15- 0.89% |
$4.82K - $5.69K
|
1.67K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14- 0.21% |
$4.5K - $5.31K
|
6.8K
$2.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-14- 1.53% |
$4.5K - $5.31K
|
900
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10- 0.11% |
$3.21K - $3.79K
|
8.96K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-10- 1.08% |
$3.21K - $3.79K
|
920
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9- 0.6% |
$2.89K - $3.41K
|
1.5K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 1.09% |
$2.57K - $3.03K
|
727
$263K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-8- 57.14% |
$2.57K - $3.03K
|
6
$2.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6- 0.06% |
$1.93K - $2.28K
|
10.3K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-6- 0.35% |
$1.93K - $2.28K
|
1.71K
$619K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 1.6% |
$1.93K - $2.28K
|
368
$133K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 3.64% |
$1.93K - $2.28K
|
159
$57.5K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.63% |
$1.61K - $1.9K
|
790
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.52K
|
1.02K
$368K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2- 0.2% |
$643 - $759
|
1.01K
$363K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 0.17% |
$643 - $759
|
1.16K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$321 - $379
|
5.5K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1- 0.06% |
$321 - $379
|
1.59K
$574K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-232K- 30.49% |
$64.7M - $85.1M
|
529K
$191M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-107K- 9.58% |
$29.9M - $39.3M
|
1.01M
$366M
|
|
|
Apr 29, 2024
Q1 2024
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-85K- 32.44% |
$23.7M - $31.1M
|
177K
$64M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-61.6K- 76.07% |
$17.2M - $22.6M
|
19.4K
$7.01M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-59K- 22.5% |
$16.4M - $21.6M
|
203K
$73.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-52.6K- 45.07% |
$14.7M - $19.3M
|
64.1K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-32.5K- 42.15% |
$9.06M - $11.9M
|
44.7K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-30.5K- 90.24% |
$8.5M - $11.2M
|
3.3K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-18.5K- 97.14% |
$5.15M - $6.77M
|
544
$197K
|
|