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 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-100- 38.61% |
$36K - $41.7K
|
159
$71.7K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 4.1% |
$36K - $41.7K
|
2.34K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 5.89% |
$36K - $41.7K
|
1.6K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-95- 6.79% |
$34.2K - $39.6K
|
1.31K
$588K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-87- 1.34% |
$31.4K - $36.3K
|
6.43K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-80- 6.07% |
$28.8K - $33.4K
|
1.24K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.23% |
$27K - $31.3K
|
6.04K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-74- 11.06% |
$26.7K - $30.8K
|
595
$268K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-65- 2.77% |
$23.4K - $27.1K
|
2.28K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 4.87% |
$23.4K - $27.1K
|
1.27K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 1.85% |
$20.5K - $23.8K
|
3.02K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-52- 2.05% |
$18.7K - $21.7K
|
2.49K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 3.82% |
$18K - $20.8K
|
1.26K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-50- 5.56% |
$18K - $20.8K
|
849
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.6% |
$18K - $20.8K
|
8.31K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$98.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31- 3.44% |
$11.2K - $12.9K
|
869
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 3.06% |
$11.2K - $12.9K
|
982
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24- 3.41% |
$8.65K - $10K
|
679
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-23- 1.54% |
$8.29K - $9.59K
|
1.47K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 0.12% |
$7.93K - $9.17K
|
17.7K
$7.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 2.63% |
$7.21K - $8.34K
|
740
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17- 1.48% |
$6.13K - $7.09K
|
1.13K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-15- 1.25% |
$5.41K - $6.25K
|
1.19K
$534K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12- 13.95% |
$4.32K - $5K
|
74
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-12- 0.55% |
$4.32K - $5K
|
2.16K
$974K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-12- 1.07% |
$4.32K - $5K
|
1.11K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-12- 0.24% |
$4.32K - $5K
|
5K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-12- 1.3% |
$4.32K - $5K
|
912
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-11- 0.24% |
$3.96K - $4.59K
|
4.53K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 2.1% |
$3.6K - $4.17K
|
467
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-9- 0.93% |
$3.24K - $3.75K
|
960
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 5.63% |
$3.24K - $3.75K
|
151
$68K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-9- 0.87% |
$3.24K - $3.75K
|
1.03K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 3.03% |
$1.8K - $2.08K
|
160
$72.1K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.3% |
$1.44K - $1.67K
|
1.33K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4- 8.0% |
$1.44K - $1.67K
|
46
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-3- 0.04% |
$1.08K - $1.25K
|
7.58K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.33% |
$1.08K - $1.25K
|
912
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.1% |
$1.08K - $1.25K
|
3.15K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.4% |
$360 - $417
|
249
$112K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-485K- 77.52% |
$154M - $190M
|
141K
$63.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-347K- 99.06% |
$110M - $136M
|
3.3K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-150K- 49.17% |
$47.5M - $58.6M
|
155K
$69.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-126K- 53.27% |
$40M - $49.4M
|
111K
$49.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-66.3K- 22.05% |
$21M - $25.9M
|
234K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-29.7K- 27.86% |
$9.41M - $11.6M
|
76.9K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-19.3K- 60.46% |
$6.1M - $7.53M
|
12.6K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.88K- 59.77% |
$3.13M - $3.86M
|
6.65K
$3M
|
|