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 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-47- 20.7% |
$15.4K - $19.2K
|
180
$55.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-47- 1.68% |
$15.4K - $19.2K
|
2.76K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-46- 0.12% |
$15K - $18.8K
|
36.8K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 0.58% |
$15K - $18.8K
|
7.92K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-45- 4.62% |
$14.7K - $18.3K
|
928
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-45- 2.53% |
$14.7K - $18.3K
|
1.73K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-45- 3.22% |
$14.7K - $18.3K
|
1.35K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-45- 0.32% |
$14.7K - $18.3K
|
13.8K
$4.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-45- 2.16% |
$14.7K - $18.3K
|
2.04K
$629K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-45- 0.17% |
$14.7K - $18.3K
|
26.1K
$8.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-43- 2.59% |
$14.1K - $17.5K
|
1.62K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 0.61% |
$14.1K - $17.5K
|
6.96K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-41- 3.8% |
$13.4K - $16.7K
|
1.04K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-40- 1.05% |
$13.1K - $16.3K
|
3.78K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-40- 1.57% |
$13.1K - $16.3K
|
2.5K
$773K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-40- 0.49% |
$13.1K - $16.3K
|
8.2K
$2.53M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 1.08% |
$13.1K - $16.3K
|
3.66K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.06% |
$12.7K - $15.9K
|
100
$30.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-39- 1.32% |
$12.7K - $15.9K
|
2.92K
$904K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$12.4K - $15.5K
|
8.88K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.53% |
$12.4K - $15.5K
|
7.07K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 5.34% |
$12.4K - $15.5K
|
673
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-37- 0.81% |
$12.1K - $15.1K
|
4.51K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-36- 2.88% |
$11.8K - $14.7K
|
1.22K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-36- 1.22% |
$11.8K - $14.7K
|
2.92K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-36- 2.15% |
$11.8K - $14.7K
|
1.64K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-36- 0.9% |
$11.8K - $14.7K
|
3.98K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.35% |
$11.4K - $14.3K
|
9.97K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-35- 0.37% |
$11.4K - $14.3K
|
9.35K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 0.42% |
$11.4K - $14.3K
|
8.34K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 0.95% |
$11.4K - $14.3K
|
3.65K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 4.71% |
$10.8K - $13.5K
|
667
$206K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 17.68% |
$10.5K - $13K
|
149
$46.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.04% |
$10.5K - $13K
|
760
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 2.74% |
$10.5K - $13K
|
1.14K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-32- 1.67% |
$10.5K - $13K
|
1.89K
$584K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-30- 1.17% |
$9.8K - $12.2K
|
2.52K
$781K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30- 0.44% |
$9.8K - $12.2K
|
6.83K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.8% |
$9.8K - $12.2K
|
760
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-29- 25.66% |
$9.48K - $11.8K
|
84
$26K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$9.15K - $11.4K
|
3.92K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-27- 1.84% |
$8.82K - $11K
|
1.44K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 1.96% |
$8.17K - $10.2K
|
1.25K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-25- 1.98% |
$8.17K - $10.2K
|
1.24K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-25- 0.62% |
$8.17K - $10.2K
|
4.01K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.88% |
$8.17K - $10.2K
|
842
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-25- 2.82% |
$8.17K - $10.2K
|
863
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.17% |
$8.17K - $10.2K
|
15.1K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-25- 0.87% |
$8.17K - $10.2K
|
2.85K
$882K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.55% |
$8.17K - $10.2K
|
4.52K
$1.4M
|