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 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-976- 15.91% |
$319K - $398K
|
5.16K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-973- 3.13% |
$318K - $397K
|
30.1K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-970- 5.72% |
$317K - $395K
|
16K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-966- 3.54% |
$316K - $394K
|
26.3K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-959- 12.6% |
$313K - $391K
|
6.65K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
SELL
|
- |
-946- 3.07% |
$309K - $386K
|
29.9K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-940- 38.45% |
$307K - $383K
|
1.51K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-934- 7.47% |
$305K - $381K
|
11.6K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-917- 1.29% |
$300K - $374K
|
70.3K
$28.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-914- 4.53% |
$299K - $373K
|
19.3K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-909- 6.1% |
$297K - $371K
|
14K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-906- 11.0% |
$296K - $369K
|
7.33K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-900- 69.23% |
$294K - $367K
|
400
$161K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-889- 13.2% |
$290K - $362K
|
5.85K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-881- 1.36% |
$288K - $359K
|
64.1K
$25.8M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-868- 4.02% |
$284K - $354K
|
20.7K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-861- 13.78% |
$281K - $351K
|
5.39K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-854- 3.32% |
$279K - $348K
|
24.9K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-837- 16.19% |
$273K - $341K
|
4.33K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-830- 10.39% |
$271K - $338K
|
7.16K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-826- 4.82% |
$270K - $337K
|
16.3K
$6.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-826- 46.12% |
$270K - $337K
|
965
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-823- 20.75% |
$269K - $335K
|
3.14K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-800- 33.11% |
$261K - $326K
|
1.62K
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-800- 31.43% |
$261K - $326K
|
1.75K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-796- 6.45% |
$260K - $324K
|
11.5K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-792- 11.32% |
$259K - $323K
|
6.21K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-779- 14.71% |
$255K - $318K
|
4.52K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-778- 40.61% |
$254K - $317K
|
1.14K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-777- 5.88% |
$254K - $317K
|
12.4K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-763- 7.51% |
$249K - $311K
|
9.4K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-760- 14.58% |
$248K - $310K
|
4.45K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-756- 55.38% |
$247K - $308K
|
609
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-756- 10.71% |
$247K - $308K
|
6.3K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-748- 2.4% |
$244K - $305K
|
30.4K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-742- 7.17% |
$242K - $302K
|
9.61K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-738- 7.58% |
$241K - $301K
|
9K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-735- 4.24% |
$240K - $300K
|
16.6K
$6.68M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-731- 0.56% |
$239K - $298K
|
129K
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-730- 11.64% |
$239K - $298K
|
5.54K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-730- 1.39% |
$239K - $298K
|
51.8K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-724- 0.54% |
$237K - $295K
|
134K
$54.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-701- 6.03% |
$229K - $286K
|
10.9K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-700- 6.42% |
$229K - $285K
|
10.2K
$4.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-697- 15.01% |
$228K - $284K
|
3.95K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-691- 8.17% |
$226K - $282K
|
7.76K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-685- 34.32% |
$224K - $279K
|
1.31K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-685- 2.3% |
$224K - $279K
|
29.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 6.72% |
$223K - $278K
|
9.48K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-672- 3.62% |
$220K - $274K
|
17.9K
$7.19M
|