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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-300- 10.71% |
$53.6K - $70.5K
|
2.5K
$910K
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-279- 10.05% |
$49.8K - $65.6K
|
2.5K
$908K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-261- 19.89% |
$46.6K - $61.4K
|
1.05K
$382K
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-220Closed |
$39.3K - $51.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$35.7K - $47K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-160- 0.92% |
$28.6K - $37.6K
|
17.3K
$6.3M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-152- 3.23% |
$27.2K - $35.7K
|
4.56K
$1.66M
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-136- 51.13% |
$24.3K - $32K
|
130
$47.3K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-101- 2.01% |
$18K - $23.7K
|
4.91K
$1.79M
|
|
Aug 03, 2022
Q2 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 1.47% |
$17.9K - $23.5K
|
6.7K
$2.44M
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-100- 4.94% |
$17.9K - $23.5K
|
1.93K
$700K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-67Closed |
$12K - $15.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-61Closed |
$10.9K - $14.3K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-55- 2.8% |
$9.83K - $12.9K
|
1.91K
$695K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-43Closed |
$7.68K - $10.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-30- 2.19% |
$5.36K - $7.05K
|
1.34K
$488K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-20Closed |
$3.57K - $4.7K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$179 - $235
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
SELL
|
- |
-2.33M- 24.07% |
$426M - $536M
|
7.35M
$2.68B
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-173K- 83.53% |
$31.7M - $39.9M
|
34.2K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-91KClosed |
$16.6M - $20.9M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-59KClosed |
$10.8M - $13.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Arosa Capital Management LP
Ny, NY |
SELL
|
- |
-47.1KClosed |
$8.61M - $10.8M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Zenyatta Capital Management LP
|
SELL
|
- |
-35KClosed |
$6.4M - $8.05M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
$2.83M - $3.56M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-15.3KClosed |
$2.8M - $3.52M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Albar Capital LTD
London, X0 |
SELL
|
- |
-11.4KClosed |
$2.08M - $2.61M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-10KClosed |
$1.83M - $2.3M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.46KClosed |
$1.55M - $1.94M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-8KClosed |
$1.46M - $1.84M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-7.24KClosed |
$1.32M - $1.66M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.38KClosed |
$983K - $1.24M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.81KClosed |
$879K - $1.11M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-4.32KClosed |
$789K - $992K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-3.7KClosed |
$677K - $851K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-3.19KClosed |
$583K - $734K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.65KClosed |
$485K - $610K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-2.52KClosed |
$460K - $579K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-2.25KClosed |
$412K - $518K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.25KClosed |
$411K - $517K
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.15KClosed |
$393K - $494K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.89KClosed |
$346K - $434K
|
0
$0
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.88KClosed |
$344K - $432K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.83KClosed |
$335K - $421K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.3KClosed |
$238K - $299K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.28KClosed |
$233K - $293K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.12KClosed |
$205K - $257K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-1.09KClosed |
$199K - $250K
|
0
$0
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1KClosed |
$183K - $230K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-575Closed |
$105K - $132K
|
0
$0
|