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 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-30- 0.88% |
$9.5K - $11.7K
|
3.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-30- 0.67% |
$9.5K - $11.7K
|
4.42K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-30- 3.42% |
$9.5K - $11.7K
|
847
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-30- 1.84% |
$9.5K - $11.7K
|
1.6K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-30- 1.33% |
$9.5K - $11.7K
|
2.23K
$887K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 2.95% |
$9.5K - $11.7K
|
986
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.58% |
$9.5K - $11.7K
|
5.15K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-30- 2.96% |
$9.5K - $11.7K
|
983
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-29- 2.31% |
$9.19K - $11.3K
|
1.23K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-29- 3.81% |
$9.19K - $11.3K
|
732
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-29- 2.91% |
$9.19K - $11.3K
|
966
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-29- 1.12% |
$9.19K - $11.3K
|
2.57K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 5.29% |
$8.87K - $11K
|
501
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-28- 1.42% |
$8.87K - $11K
|
1.94K
$772K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-28- 0.25% |
$8.87K - $11K
|
11.2K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-28- 1.12% |
$8.87K - $11K
|
2.46K
$979K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-27- 0.05% |
$8.55K - $10.6K
|
55.3K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-26- 1.01% |
$8.24K - $10.2K
|
2.55K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-26- 0.89% |
$8.24K - $10.2K
|
2.91K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-26- 2.97% |
$8.24K - $10.2K
|
849
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.31% |
$8.24K - $10.2K
|
1.96K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-26- 0.18% |
$8.24K - $10.2K
|
14.8K
$5.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26- 0.19% |
$8.24K - $10.2K
|
13.4K
$5.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-26- 2.79% |
$8.24K - $10.2K
|
906
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.98% |
$7.92K - $9.78K
|
1.24K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-25- 2.58% |
$7.92K - $9.78K
|
943
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-25- 0.43% |
$7.92K - $9.78K
|
5.74K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25- 2.87% |
$7.92K - $9.78K
|
845
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-25- 1.77% |
$7.92K - $9.78K
|
1.39K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-25- 0.08% |
$7.92K - $9.78K
|
32.7K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-25- 1.46% |
$7.92K - $9.78K
|
1.68K
$669K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-25- 0.74% |
$7.92K - $9.78K
|
3.37K
$1.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-24- 0.43% |
$7.6K - $9.39K
|
5.55K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-24- 0.86% |
$7.6K - $9.39K
|
2.76K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-23- 1.71% |
$7.29K - $9K
|
1.32K
$526K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-23- 0.16% |
$7.29K - $9K
|
14.1K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-22- 2.44% |
$6.97K - $8.6K
|
880
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-22- 0.85% |
$6.97K - $8.6K
|
2.56K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-22- 0.25% |
$6.97K - $8.6K
|
8.7K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$617K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22- 1.41% |
$6.97K - $8.6K
|
1.54K
$613K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-22- 1.4% |
$6.97K - $8.6K
|
1.55K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-21- 0.61% |
$6.65K - $8.21K
|
3.42K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21- 0.76% |
$6.65K - $8.21K
|
2.75K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-21- 0.52% |
$6.65K - $8.21K
|
4K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.34% |
$6.65K - $8.21K
|
6.13K
$2.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 0.04% |
$6.65K - $8.21K
|
56.3K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-20- 0.29% |
$6.34K - $7.82K
|
6.9K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.18% |
$6.34K - $7.82K
|
11.2K
$4.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.25% |
$6.34K - $7.82K
|
7.9K
$3.14M
|