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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 0.2% |
$35.2K - $43.4K
|
55.2K
$21.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-110- 3.91% |
$34.8K - $43K
|
2.7K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-108- 3.99% |
$34.2K - $42.2K
|
2.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-108- 2.89% |
$34.2K - $42.2K
|
3.63K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-108- 95.58% |
$34.2K - $42.2K
|
5
$1.95K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-107- 5.39% |
$33.9K - $41.8K
|
1.88K
$732K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-106- 2.11% |
$33.6K - $41.5K
|
4.91K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-106- 2.76% |
$33.6K - $41.5K
|
3.73K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-106- 9.46% |
$33.6K - $41.5K
|
1.02K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-105- 61.76% |
$33.3K - $41.1K
|
65
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 7.22% |
$32.9K - $40.7K
|
1.34K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-104- 12.78% |
$32.9K - $40.7K
|
710
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-104- 2.26% |
$32.9K - $40.7K
|
4.49K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-102- 0.11% |
$32.3K - $39.9K
|
93.8K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-101- 1.43% |
$32K - $39.5K
|
6.98K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-101- 1.06% |
$32K - $39.5K
|
9.42K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 7.02% |
$32K - $39.5K
|
1.34K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-100- 2.39% |
$31.7K - $39.1K
|
4.09K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
CALL |
-100- 20.0% |
$31.7K - $39.1K
|
400
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 3.11% |
$31.7K - $39.1K
|
3.12K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-100- 4.18% |
$31.7K - $39.1K
|
2.29K
$893K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 3.48% |
$31.7K - $39.1K
|
2.77K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
18K
$7.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-100- 5.0% |
$31.7K - $39.1K
|
1.9K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 15.38% |
$31.7K - $39.1K
|
550
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 0.55% |
$31.7K - $39.1K
|
17.9K
$6.99M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.93% |
$31.7K - $39.1K
|
2.44K
$951K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-100- 3.82% |
$31.7K - $39.1K
|
2.52K
$982K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 4.2% |
$31.7K - $39.1K
|
2.28K
$888K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-99- 27.81% |
$31.4K - $38.7K
|
257
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-99- 1.64% |
$31.4K - $38.7K
|
5.95K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-99- 1.49% |
$31.4K - $38.7K
|
6.54K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-98- 1.53% |
$31K - $38.3K
|
6.3K
$2.46M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-97- 7.98% |
$30.7K - $37.9K
|
1.12K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 3.65% |
$30.4K - $37.5K
|
2.54K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-96- 0.86% |
$30.4K - $37.5K
|
11.1K
$4.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-96- 0.56% |
$30.4K - $37.5K
|
17.1K
$6.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-95- 1.39% |
$30.1K - $37.2K
|
6.72K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-95- 4.9% |
$30.1K - $37.2K
|
1.84K
$718K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-95- 11.03% |
$30.1K - $37.2K
|
766
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.43% |
$29.8K - $36.8K
|
3.77K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-94- 3.72% |
$29.8K - $36.8K
|
2.44K
$949K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-93- 3.77% |
$29.5K - $36.4K
|
2.37K
$924K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-92- 10.19% |
$29.1K - $36K
|
811
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 1.22% |
$28.5K - $35.2K
|
7.28K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-90- 1.24% |
$28.5K - $35.2K
|
7.15K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 5.76% |
$28.5K - $35.2K
|
1.47K
$574K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-90- 0.39% |
$28.5K - $35.2K
|
22.8K
$8.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-88- 4.45% |
$27.9K - $34.4K
|
1.89K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-85- 1.19% |
$26.9K - $33.2K
|
7.07K
$2.76M
|