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 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-564Closed |
$184K - $230K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-562- 26.75% |
$184K - $229K
|
1.54K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-556- 10.28% |
$182K - $227K
|
4.85K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-547- 4.44% |
$179K - $223K
|
11.8K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-542- 3.82% |
$177K - $221K
|
13.7K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-539- 16.38% |
$176K - $220K
|
2.75K
$851K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-531- 8.8% |
$174K - $216K
|
5.5K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 2.38% |
$172K - $214K
|
21.6K
$6.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-517- 25.39% |
$169K - $211K
|
1.52K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-511- 26.41% |
$167K - $208K
|
1.42K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-506- 8.3% |
$165K - $206K
|
5.59K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-503- 12.77% |
$164K - $205K
|
3.44K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.16% |
$163K - $204K
|
22.6K
$6.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.13% |
$160K - $199K
|
15.1K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-488- 15.56% |
$159K - $199K
|
2.65K
$819K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-486- 3.21% |
$159K - $198K
|
14.7K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-475- 9.9% |
$155K - $194K
|
4.33K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
SELL
|
- |
-454- 6.29% |
$148K - $185K
|
6.77K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-454- 33.26% |
$148K - $185K
|
911
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-451- 39.77% |
$147K - $184K
|
683
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-449- 11.31% |
$147K - $183K
|
3.52K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-444- 2.51% |
$145K - $181K
|
17.2K
$5.33M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-438- 3.54% |
$143K - $179K
|
11.9K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-437- 6.18% |
$143K - $178K
|
6.64K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-420- 1.04% |
$137K - $171K
|
39.8K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-420- 8.88% |
$137K - $171K
|
4.31K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-417- 14.67% |
$136K - $170K
|
2.43K
$750K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-417- 15.39% |
$136K - $170K
|
2.29K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-416- 31.35% |
$136K - $170K
|
911
$282K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-407- 1.16% |
$133K - $166K
|
34.6K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-404- 13.23% |
$132K - $165K
|
2.65K
$819K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-401- 9.87% |
$131K - $163K
|
3.66K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-400- 8.02% |
$131K - $163K
|
4.59K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 8.87% |
$131K - $163K
|
4.11K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-392- 2.67% |
$128K - $160K
|
14.3K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-387- 5.93% |
$126K - $158K
|
6.14K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-384- 5.36% |
$125K - $157K
|
6.79K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-378- 7.26% |
$124K - $154K
|
4.83K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-377- 2.99% |
$123K - $154K
|
12.2K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-375- 2.85% |
$123K - $153K
|
12.8K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-368- 32.51% |
$120K - $150K
|
764
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-364- 0.88% |
$119K - $148K
|
41K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-357- 16.63% |
$117K - $146K
|
1.79K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-356- 1.6% |
$116K - $145K
|
21.9K
$6.78M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-354- 22.45% |
$116K - $144K
|
1.22K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-353- 1.06% |
$115K - $144K
|
33K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-353- 10.85% |
$115K - $144K
|
2.9K
$897K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-343- 1.28% |
$112K - $140K
|
26.5K
$8.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 2.41% |
$111K - $139K
|
13.8K
$4.25M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-340- 28.89% |
$111K - $139K
|
837
$259K
|