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 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-262- 42.53% |
$59.2K - $78.1K
|
354
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-225- 3.13% |
$50.9K - $67.1K
|
6.97K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-205- 84.02% |
$46.3K - $61.1K
|
39
$15.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-129- 1.31% |
$29.2K - $38.5K
|
9.74K
$3.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-116- 7.91% |
$26.2K - $34.6K
|
1.35K
$550K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-109- 11.47% |
$24.6K - $32.5K
|
841
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-103- 18.86% |
$23.3K - $30.7K
|
443
$181K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 3.0% |
$22.6K - $29.8K
|
3.23K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 9.68% |
$22.6K - $29.8K
|
933
$380K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-94- 12.05% |
$21.2K - $28K
|
686
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-86- 0.84% |
$19.4K - $25.6K
|
10.2K
$4.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-77- 9.24% |
$17.4K - $23K
|
756
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-60- 4.52% |
$13.6K - $17.9K
|
1.27K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-60- 4.89% |
$13.6K - $17.9K
|
1.17K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-59- 0.82% |
$13.3K - $17.6K
|
7.1K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.97% |
$9.04K - $11.9K
|
968
$395K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-36- 25.9% |
$8.14K - $10.7K
|
103
$42K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30- 44.78% |
$6.78K - $8.94K
|
37
$15.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-24- 2.25% |
$5.43K - $7.15K
|
1.05K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-22- 2.02% |
$4.97K - $6.56K
|
1.07K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-19- 1.41% |
$4.29K - $5.66K
|
1.33K
$541K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-15- 1.32% |
$3.39K - $4.47K
|
1.12K
$458K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14- 0.33% |
$3.16K - $4.17K
|
4.22K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-12- 1.47% |
$2.71K - $3.58K
|
804
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-10- 0.69% |
$2.26K - $2.98K
|
1.43K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 8.11% |
$2.03K - $2.68K
|
102
$41.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-8- 0.26% |
$1.81K - $2.38K
|
3.11K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.19% |
$678 - $894
|
1.55K
$632K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$678 - $894
|
2.64K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 0.31% |
$452 - $596
|
651
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.27% |
$452 - $596
|
747
$304K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-62.6K- 68.92% |
$15.1M - $18.1M
|
28.2K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-11K- 37.61% |
$2.66M - $3.19M
|
18.3K
$7.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-6.77K- 84.68% |
$1.63M - $1.95M
|
1.23K
$499K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.24K- 67.49% |
$1.5M - $1.8M
|
3.01K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-5.8K- 14.5% |
$1.4M - $1.67M
|
34.2K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.76K- 13.69% |
$1.14M - $1.37M
|
30K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.65K- 2.89% |
$638K - $765K
|
88.9K
$36.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.43K- 57.4% |
$583K - $700K
|
1.8K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.07K- 76.4% |
$498K - $597K
|
639
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 11.55% |
$381K - $457K
|
12.1K
$4.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-948- 20.44% |
$228K - $274K
|
3.69K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-899Closed |
$216K - $259K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-854- 15.5% |
$205K - $247K
|
4.66K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-813- 33.58% |
$196K - $235K
|
1.61K
$655K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-649- 2.12% |
$156K - $187K
|
30K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-574- 7.2% |
$138K - $166K
|
7.4K
$3.02M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-400- 61.54% |
$96.2K - $115K
|
250
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-306- 14.66% |
$73.6K - $88.3K
|
1.78K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-300- 25.0% |
$72.2K - $86.6K
|
900
$367K
|
|