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 |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.11K- 40.81% |
$361K - $450K
|
1.6K
$496K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-1.1K- 11.79% |
$359K - $448K
|
8.21K
$2.54M
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.08K- 0.88% |
$353K - $440K
|
122K
$37.7M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.05K- 47.88% |
$343K - $428K
|
1.14K
$353K
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.05K- 4.34% |
$342K - $427K
|
23.1K
$7.14M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 2.04% |
$335K - $417K
|
49.2K
$15.2M
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1K- 20.25% |
$327K - $408K
|
3.94K
$1.22M
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-998- 58.29% |
$326K - $407K
|
714
$221K
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-984- 56.33% |
$322K - $401K
|
763
$236K
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-973- 3.13% |
$318K - $397K
|
30.1K
$9.32M
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-970- 5.72% |
$317K - $395K
|
16K
$4.94M
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-946- 3.07% |
$309K - $386K
|
29.9K
$9.25M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-940- 38.45% |
$307K - $383K
|
1.51K
$465K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-934- 7.47% |
$305K - $381K
|
11.6K
$3.58M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-909- 6.1% |
$297K - $371K
|
14K
$4.33M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-889- 13.2% |
$290K - $362K
|
5.85K
$1.81M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-886- 12.09% |
$290K - $361K
|
6.44K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-868- 4.02% |
$284K - $354K
|
20.7K
$6.41M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-856- 3.51% |
$280K - $349K
|
23.5K
$7.28M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-837- 16.19% |
$273K - $341K
|
4.33K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-826- 46.12% |
$270K - $337K
|
965
$298K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 20.75% |
$269K - $335K
|
3.14K
$972K
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$540K
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-785- 16.71% |
$256K - $320K
|
3.91K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-783- 36.08% |
$256K - $319K
|
1.39K
$429K
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-778- 40.61% |
$254K - $317K
|
1.14K
$352K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-777- 5.88% |
$254K - $317K
|
12.4K
$3.85M
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-773- 42.26% |
$253K - $315K
|
1.06K
$327K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-756- 10.71% |
$247K - $308K
|
6.3K
$1.95M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-751- 29.05% |
$245K - $306K
|
1.83K
$567K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-742- 7.17% |
$242K - $302K
|
9.61K
$2.97M
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$2.78M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-724- 0.54% |
$237K - $295K
|
134K
$41.6M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-701- 6.03% |
$229K - $286K
|
10.9K
$3.38M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-697- 15.01% |
$228K - $284K
|
3.95K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-691- 8.17% |
$226K - $282K
|
7.76K
$2.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.62% |
$220K - $274K
|
17.9K
$5.53M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-661- 2.18% |
$216K - $269K
|
29.7K
$9.19M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-660- 44.78% |
$216K - $269K
|
814
$252K
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-649- 9.45% |
$212K - $265K
|
6.22K
$1.92M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-631- 2.43% |
$206K - $257K
|
25.3K
$7.83M
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-617- 3.71% |
$202K - $252K
|
16K
$4.95M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-614- 7.36% |
$201K - $250K
|
7.73K
$2.39M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-602- 20.34% |
$197K - $245K
|
2.36K
$729K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-598- 12.08% |
$195K - $244K
|
4.35K
$1.35M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-593- 23.98% |
$194K - $242K
|
1.88K
$581K
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-588- 3.9% |
$192K - $240K
|
14.5K
$4.48M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-587- 2.66% |
$192K - $239K
|
21.5K
$6.64M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-578- 3.12% |
$189K - $236K
|
18K
$5.56M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-575- 35.71% |
$188K - $234K
|
1.04K
$320K
|