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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$882K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$699K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 2.78% |
$3.48K - $4.3K
|
384
$173K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$3.17K - $3.91K
|
1.17K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-9- 1.27% |
$2.85K - $3.52K
|
700
$315K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$382K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1M- 99.99% |
$321M - $379M
|
100
$45.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$3.74M
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.16K- 9.81% |
$1.66M - $1.96M
|
47.5K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.72K- 80.15% |
$1.52M - $1.79M
|
1.17K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.05K- 36.04% |
$1.3M - $1.54M
|
7.19K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2K- 50.0% |
$643K - $759K
|
2K
$901K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 64.46% |
$637K - $752K
|
1.09K
$493K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$3.15K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-753- 53.79% |
$242K - $286K
|
647
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-619- 42.72% |
$199K - $235K
|
830
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-521- 15.06% |
$167K - $198K
|
2.94K
$1.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$8.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$8.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-377- 2.1% |
$121K - $143K
|
17.6K
$7.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-375- 0.23% |
$121K - $142K
|
160K
$72.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-344- 7.61% |
$111K - $130K
|
4.18K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 7.69% |
$80.4K - $94.8K
|
3K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-250- 25.0% |
$80.4K - $94.8K
|
750
$338K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 12.7% |
$67.5K - $79.7K
|
1.44K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 11.76% |
$64.3K - $75.9K
|
1.5K
$676K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-193- 6.46% |
$62K - $73.2K
|
2.79K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-156- 3.51% |
$50.1K - $59.2K
|
4.29K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 3.07% |
$32.1K - $37.9K
|
3.16K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.09% |
$32.1K - $37.9K
|
4.69K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 51.61% |
$25.7K - $30.3K
|
75
$33.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 0.83% |
$25.7K - $30.3K
|
9.54K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-77- 2.07% |
$24.8K - $29.2K
|
3.64K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-73- 0.96% |
$23.5K - $27.7K
|
7.52K
$3.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$66.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$136K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$388K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-25- 2.26% |
$8.04K - $9.48K
|
1.08K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15- 1.69% |
$4.82K - $5.69K
|
871
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-14- 0.21% |
$4.5K - $5.31K
|
6.8K
$3.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-14- 1.53% |
$4.5K - $5.31K
|
900
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10- 0.11% |
$3.21K - $3.79K
|
8.96K
$4.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-8- 57.14% |
$2.57K - $3.03K
|
6
$2.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-6- 0.35% |
$1.93K - $2.28K
|
1.71K
$771K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6- 3.64% |
$1.93K - $2.28K
|
159
$71.7K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4- 0.43% |
$1.29K - $1.52K
|
925
$417K
|
|