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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.37K- 7.3% |
$854K - $988K
|
30.1K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.34K- 13.71% |
$843K - $975K
|
14.7K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.32K- 8.77% |
$836K - $967K
|
24.1K
$8.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.31K- 3.51% |
$834K - $964K
|
63.5K
$21.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.3K- 69.59% |
$829K - $959K
|
1.01K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 4.37% |
$822K - $951K
|
49.9K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 34.84% |
$819K - $948K
|
4.25K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 2.03% |
$807K - $934K
|
108K
$36.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.23K- 26.32% |
$804K - $930K
|
6.24K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.17K- 7.41% |
$781K - $903K
|
27.1K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.13K- 30.0% |
$769K - $889K
|
4.98K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 9.35% |
$764K - $883K
|
20.5K
$7M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.1K- 1.02% |
$757K - $875K
|
203K
$69.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 18.11% |
$747K - $864K
|
9.37K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.01K- 3.67% |
$724K - $838K
|
52.8K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 1.42% |
$721K - $834K
|
139K
$47.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.99K- 3.19% |
$717K - $829K
|
60.4K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.97K- 1.27% |
$708K - $819K
|
152K
$52M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.96K- 3.02% |
$707K - $818K
|
63K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 19.35% |
$706K - $817K
|
8.17K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.96K- 20.06% |
$705K - $815K
|
7.8K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.93K- 31.67% |
$694K - $802K
|
4.15K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 1.16% |
$690K - $798K
|
163K
$55.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.9K- 8.19% |
$685K - $792K
|
21.3K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1.9K- 8.88% |
$685K - $792K
|
19.5K
$6.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.9K- 1.5% |
$685K - $792K
|
124K
$42.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.89K- 0.75% |
$680K - $787K
|
249K
$84.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.83K- 5.04% |
$659K - $762K
|
34.5K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.82K- 1.8% |
$657K - $760K
|
99.7K
$34M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.8K- 6.37% |
$648K - $749K
|
26.4K
$9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 13.04% |
$646K - $747K
|
12K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.78K- 9.43% |
$640K - $741K
|
17.1K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.74K- 2.16% |
$628K - $726K
|
79K
$26.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.72K- 4.28% |
$621K - $718K
|
38.5K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.69K- 5.84% |
$610K - $706K
|
27.3K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.66K- 6.6% |
$599K - $693K
|
23.5K
$8.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.66K- 38.85% |
$599K - $692K
|
2.61K
$891K
|
|
|
Feb 11, 2025
Q4 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.65K- 1.72% |
$593K - $686K
|
94.2K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.63K- 11.68% |
$587K - $680K
|
12.3K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.56K- 80.83% |
$562K - $650K
|
370
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.56K- 51.3% |
$562K - $650K
|
1.48K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.55K- 21.04% |
$560K - $647K
|
5.83K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 0.73% |
$554K - $641K
|
210K
$71.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.53K- 4.87% |
$552K - $638K
|
29.9K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.52K- 1.62% |
$548K - $634K
|
92.5K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.5K- 1.88% |
$539K - $623K
|
78.1K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.48K- 35.2% |
$535K - $619K
|
2.73K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 4.18% |
$529K - $612K
|
33.7K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.44K- 5.67% |
$518K - $599K
|
23.9K
$8.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.42K- 17.22% |
$513K - $593K
|
6.84K
$2.33M
|