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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-41- 3.26% |
$14.8K - $17.1K
|
1.22K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-40- 1.72% |
$14.4K - $16.7K
|
2.29K
$808K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-40- 0.55% |
$14.4K - $16.7K
|
7.27K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-40- 1.09% |
$14.4K - $16.7K
|
3.63K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-40- 0.86% |
$14.4K - $16.7K
|
4.6K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-40- 1.69% |
$14.4K - $16.7K
|
2.33K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-39- 1.14% |
$14.1K - $16.3K
|
3.38K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-39- 0.25% |
$14.1K - $16.3K
|
15.3K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-39- 2.52% |
$14.1K - $16.3K
|
1.51K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-38- 0.61% |
$13.7K - $15.8K
|
6.17K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-38- 0.18% |
$13.7K - $15.8K
|
21.1K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 3.41% |
$13.3K - $15.4K
|
1.05K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-36- 0.91% |
$13K - $15K
|
3.91K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-36- 0.13% |
$13K - $15K
|
27.4K
$9.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-36- 2.45% |
$13K - $15K
|
1.43K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-35- 1.59% |
$12.6K - $14.6K
|
2.16K
$763K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 1.52% |
$12.3K - $14.2K
|
2.21K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 1.12% |
$12.3K - $14.2K
|
3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 1.86% |
$12.3K - $14.2K
|
1.79K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 4.26% |
$11.9K - $13.8K
|
741
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-33- 3.36% |
$11.9K - $13.8K
|
950
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-33- 1.2% |
$11.9K - $13.8K
|
2.72K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-33- 13.15% |
$11.9K - $13.8K
|
218
$77K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-32- 1.33% |
$11.5K - $13.3K
|
2.37K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31- 3.44% |
$11.2K - $12.9K
|
869
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-31- 0.77% |
$11.2K - $12.9K
|
4.01K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 3.06% |
$11.2K - $12.9K
|
982
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 2.31% |
$11.2K - $12.9K
|
1.31K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-31- 0.93% |
$11.2K - $12.9K
|
3.3K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.33% |
$10.8K - $12.5K
|
8.98K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-30- 2.13% |
$10.8K - $12.5K
|
1.38K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-30- 4.95% |
$10.8K - $12.5K
|
576
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30- 4.58% |
$10.8K - $12.5K
|
625
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 2.43% |
$10.8K - $12.5K
|
1.2K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-30- 0.02% |
$10.8K - $12.5K
|
123K
$43.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 3.44% |
$10.8K - $12.5K
|
843
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-29- 2.32% |
$10.5K - $12.1K
|
1.22K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 0.53% |
$10.5K - $12.1K
|
5.4K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-29- 8.66% |
$10.5K - $12.1K
|
306
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-29- 1.56% |
$10.5K - $12.1K
|
1.83K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-28- 0.94% |
$10.1K - $11.7K
|
2.96K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 0.54% |
$10.1K - $11.7K
|
5.19K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-27- 3.81% |
$9.73K - $11.3K
|
682
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 1.18% |
$9.37K - $10.8K
|
2.18K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-26- 0.5% |
$9.37K - $10.8K
|
5.16K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-26- 1.41% |
$9.37K - $10.8K
|
1.81K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-25- 0.2% |
$9.01K - $10.4K
|
12.6K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 0.64% |
$9.01K - $10.4K
|
3.87K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.69% |
$9.01K - $10.4K
|
3.61K
$1.27M
|