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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-339- 13.37% |
$111K - $138K
|
2.2K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-338- 2.75% |
$110K - $138K
|
12K
$3.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-330- 0.27% |
$108K - $135K
|
124K
$38.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 1.42% |
$106K - $132K
|
22.6K
$6.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-315- 6.92% |
$103K - $128K
|
4.24K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-313- 6.23% |
$102K - $128K
|
4.72K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-312- 2.2% |
$102K - $127K
|
13.9K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-310- 4.8% |
$101K - $126K
|
6.15K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-306- 0.18% |
$100K - $125K
|
166K
$51.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-305- 1.63% |
$99.7K - $124K
|
18.4K
$5.7M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.15% |
$98K - $122K
|
25.7K
$7.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-300- 22.73% |
$98K - $122K
|
1.02K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 2.63% |
$98K - $122K
|
11.1K
$3.43M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-300- 22.22% |
$98K - $122K
|
1.05K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-290- 21.14% |
$94.8K - $118K
|
1.08K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-290- 17.26% |
$94.8K - $118K
|
1.39K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-290- 5.49% |
$94.8K - $118K
|
4.99K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-283- 3.07% |
$92.5K - $115K
|
8.93K
$2.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-283- 6.84% |
$92.5K - $115K
|
3.85K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-281- 11.01% |
$91.8K - $115K
|
2.27K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-278- 7.43% |
$90.8K - $113K
|
3.46K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-276- 3.99% |
$90.2K - $113K
|
6.64K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-273- 13.83% |
$89.2K - $111K
|
1.7K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-270- 5.19% |
$88.2K - $110K
|
4.93K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-269- 29.4% |
$87.9K - $110K
|
646
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-260- 7.12% |
$85K - $106K
|
3.39K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-259- 1.6% |
$84.6K - $106K
|
15.9K
$4.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-259- 4.21% |
$84.6K - $106K
|
5.89K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-256- 13.73% |
$83.6K - $104K
|
1.61K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-253- 1.45% |
$82.7K - $103K
|
17.2K
$5.32M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 2.21% |
$82K - $102K
|
11.1K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-249- 12.5% |
$81.4K - $101K
|
1.74K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-246- 12.2% |
$80.4K - $100K
|
1.77K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-245- 1.65% |
$80.1K - $99.9K
|
14.6K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-244- 0.64% |
$79.7K - $99.5K
|
38.1K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-242- 0.44% |
$79.1K - $98.6K
|
54.7K
$16.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-241- 31.26% |
$78.7K - $98.2K
|
530
$164K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-239- 13.57% |
$78.1K - $97.4K
|
1.52K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-235- 31.0% |
$76.8K - $95.8K
|
523
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-234- 3.63% |
$76.5K - $95.4K
|
6.21K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-226- 16.03% |
$73.8K - $92.1K
|
1.18K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 19.74% |
$73.5K - $91.7K
|
915
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-223- 39.47% |
$72.9K - $90.9K
|
342
$106K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-220- 8.12% |
$71.9K - $89.7K
|
2.49K
$770K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-219- 1.09% |
$71.6K - $89.3K
|
19.8K
$6.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-219- 16.77% |
$71.6K - $89.3K
|
1.09K
$336K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 3.86% |
$69.9K - $87.2K
|
5.33K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-208- 0.42% |
$68K - $84.8K
|
49.2K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-208- 8.2% |
$68K - $84.8K
|
2.33K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-207- 0.83% |
$67.6K - $84.4K
|
24.6K
$7.61M
|