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 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-82- 3.04% |
$29.6K - $34.2K
|
2.61K
$923K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-81- 0.07% |
$29.2K - $33.8K
|
108K
$38.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-80- 6.07% |
$28.8K - $33.4K
|
1.24K
$437K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-80- 0.53% |
$28.8K - $33.4K
|
15.1K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-79- 0.49% |
$28.5K - $32.9K
|
16K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-79- 5.01% |
$28.5K - $32.9K
|
1.5K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-79- 2.58% |
$28.5K - $32.9K
|
2.98K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-76- 2.09% |
$27.4K - $31.7K
|
3.56K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 1.23% |
$27K - $31.3K
|
6.04K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-75- 7.14% |
$27K - $31.3K
|
975
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-75- 0.65% |
$27K - $31.3K
|
11.4K
$4.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-74- 11.06% |
$26.7K - $30.8K
|
595
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-74- 9.91% |
$26.7K - $30.8K
|
673
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-74- 0.28% |
$26.7K - $30.8K
|
26.2K
$9.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-73- 5.75% |
$26.3K - $30.4K
|
1.2K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-73- 0.51% |
$26.3K - $30.4K
|
14.2K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-72- 2.03% |
$25.9K - $30K
|
3.48K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 1.31% |
$25.9K - $30K
|
5.42K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-71- 43.83% |
$25.6K - $29.6K
|
91
$32.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-71- 0.99% |
$25.6K - $29.6K
|
7.08K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-70- 1.91% |
$25.2K - $29.2K
|
3.6K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-69- 4.47% |
$24.9K - $28.8K
|
1.47K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 2.21% |
$24.9K - $28.8K
|
3.05K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-68- 4.44% |
$24.5K - $28.3K
|
1.47K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-67- 3.41% |
$24.1K - $27.9K
|
1.9K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-65- 4.87% |
$23.4K - $27.1K
|
1.27K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-65- 1.3% |
$23.4K - $27.1K
|
4.94K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-65- 2.11% |
$23.4K - $27.1K
|
3.01K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-65- 2.45% |
$23.4K - $27.1K
|
2.58K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-65- 1.23% |
$23.4K - $27.1K
|
5.2K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 1.56% |
$23.1K - $26.7K
|
4.04K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-64- 5.75% |
$23.1K - $26.7K
|
1.05K
$371K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-64- 9.88% |
$23.1K - $26.7K
|
584
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-64- 0.87% |
$23.1K - $26.7K
|
7.33K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-63- 2.24% |
$22.7K - $26.3K
|
2.76K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-61- 2.09% |
$22K - $25.4K
|
2.85K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.19% |
$21.6K - $25K
|
1.82K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-60- 4.54% |
$21.6K - $25K
|
1.26K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-60- 6.47% |
$21.6K - $25K
|
867
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 0.64% |
$21.6K - $25K
|
9.36K
$3.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-60- 1.29% |
$21.6K - $25K
|
4.58K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-59- 4.23% |
$21.3K - $24.6K
|
1.34K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-59- 2.49% |
$21.3K - $24.6K
|
2.31K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-59- 1.06% |
$21.3K - $24.6K
|
5.53K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-58- 0.62% |
$20.9K - $24.2K
|
9.24K
$3.26M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-58- 1.54% |
$20.9K - $24.2K
|
3.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-57- 1.85% |
$20.5K - $23.8K
|
3.02K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-57- 0.97% |
$20.5K - $23.8K
|
5.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-55- 6.98% |
$19.8K - $22.9K
|
733
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-55- 5.11% |
$19.8K - $22.9K
|
1.02K
$361K
|