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 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-60.6K- 69.11% |
$21.8M - $25.3M
|
27.1K
$12.2M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-49.7K- 29.1% |
$17.9M - $20.7M
|
121K
$54.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-48.7K- 41.17% |
$17.6M - $20.3M
|
69.6K
$31.4M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-16.4K- 22.84% |
$5.92M - $6.85M
|
55.5K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
PUT |
-15K- 51.02% |
$5.41M - $6.25M
|
14.4K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-10.1K- 15.22% |
$3.64M - $4.21M
|
56.2K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-9.87K- 12.86% |
$3.56M - $4.12M
|
66.9K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-6.4K- 13.79% |
$2.31M - $2.67M
|
40K
$18M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-3.98K- 22.43% |
$1.43M - $1.66M
|
13.8K
$6.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-2.7K- 12.61% |
$971K - $1.12M
|
18.7K
$8.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.93K- 31.67% |
$694K - $802K
|
4.15K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.9K- 8.88% |
$685K - $792K
|
19.5K
$8.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 39.22% |
$430K - $498K
|
1.85K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.11K- 7.15% |
$399K - $461K
|
14.4K
$6.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-923- 56.18% |
$333K - $385K
|
720
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-921- 23.05% |
$332K - $384K
|
3.07K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-839- 32.79% |
$302K - $350K
|
1.72K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-775- 23.2% |
$279K - $323K
|
2.57K
$1.16M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-766- 22.51% |
$276K - $319K
|
2.64K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-750- 0.59% |
$270K - $313K
|
126K
$56.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-679- 54.58% |
$245K - $283K
|
565
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-622- 38.88% |
$224K - $259K
|
978
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-600- 41.67% |
$216K - $250K
|
840
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-456- 5.86% |
$164K - $190K
|
7.32K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-437- 9.3% |
$157K - $182K
|
4.26K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-429- 3.24% |
$155K - $179K
|
12.8K
$5.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-416- 45.22% |
$150K - $173K
|
504
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-412- 68.1% |
$148K - $172K
|
193
$87K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-400- 40.08% |
$144K - $167K
|
598
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-400- 43.48% |
$144K - $167K
|
520
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-399- 0.62% |
$144K - $166K
|
64K
$28.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-379- 13.55% |
$137K - $158K
|
2.42K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-304- 3.17% |
$110K - $127K
|
9.29K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-300- 5.66% |
$108K - $125K
|
5K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-295- 15.63% |
$106K - $123K
|
1.59K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-272- 46.26% |
$98K - $113K
|
316
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-268- 27.21% |
$96.6K - $112K
|
717
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-260- 42.62% |
$93.7K - $108K
|
350
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-252- 21.12% |
$90.8K - $105K
|
941
$424K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 19.9% |
$72.1K - $83.4K
|
805
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-186- 23.37% |
$67K - $77.5K
|
610
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 10.66% |
$63.1K - $73K
|
1.47K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-165- 82.5% |
$59.5K - $68.8K
|
35
$15.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-157- 1.68% |
$56.6K - $65.5K
|
9.19K
$4.14M
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-148- 18.48% |
$53.3K - $61.7K
|
653
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-139- 28.43% |
$50.1K - $57.9K
|
350
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-125- 36.76% |
$45K - $52.1K
|
215
$96.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-125- 26.65% |
$45K - $52.1K
|
344
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-117- 4.34% |
$42.2K - $48.8K
|
2.58K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-104- 7.98% |
$37.5K - $43.4K
|
1.2K
$541K
|