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 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 8.44% |
$6.02K - $7.43K
|
206
$80.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-19- 0.23% |
$6.02K - $7.43K
|
8.24K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18- 2.14% |
$5.7K - $7.04K
|
823
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18- 12.16% |
$5.7K - $7.04K
|
130
$50.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-18- 2.13% |
$5.7K - $7.04K
|
827
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-17- 0.26% |
$5.39K - $6.65K
|
6.62K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$5.39K - $6.65K
|
12.3K
$4.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17- 0.05% |
$5.39K - $6.65K
|
35.4K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.29% |
$5.07K - $6.26K
|
682
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-16- 1.67% |
$5.07K - $6.26K
|
942
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.9% |
$5.07K - $6.26K
|
826
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-16- 1.08% |
$5.07K - $6.26K
|
1.47K
$572K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15- 0.86% |
$4.75K - $5.87K
|
1.73K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15- 1.76% |
$4.75K - $5.87K
|
839
$327K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-15- 1.2% |
$4.75K - $5.87K
|
1.24K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15- 0.42% |
$4.75K - $5.87K
|
3.55K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 0.93% |
$4.75K - $5.87K
|
1.6K
$623K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 3.1% |
$4.75K - $5.87K
|
469
$183K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.37K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.44% |
$4.75K - $5.87K
|
3.38K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-15- 1.19% |
$4.75K - $5.87K
|
1.25K
$487K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15- 1.17% |
$4.75K - $5.87K
|
1.27K
$495K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.77% |
$4.75K - $5.87K
|
1.93K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-14- 0.26% |
$4.44K - $5.48K
|
5.3K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14- 0.14% |
$4.44K - $5.48K
|
9.87K
$3.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-14- 8.38% |
$4.44K - $5.48K
|
153
$59.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-14- 1.13% |
$4.44K - $5.48K
|
1.22K
$476K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-14- 0.52% |
$4.44K - $5.48K
|
2.7K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14- 1.39% |
$4.44K - $5.48K
|
994
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 1.28% |
$4.44K - $5.48K
|
1.08K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-14- 1.74% |
$4.44K - $5.48K
|
791
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 1.82% |
$4.44K - $5.48K
|
757
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13- 0.7% |
$4.12K - $5.08K
|
1.85K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-13- 0.49% |
$4.12K - $5.08K
|
2.64K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 2.38% |
$4.12K - $5.08K
|
533
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13- 0.9% |
$4.12K - $5.08K
|
1.43K
$557K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-13- 0.59% |
$4.12K - $5.08K
|
2.18K
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.33% |
$4.12K - $5.08K
|
3.94K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-13- 1.03% |
$4.12K - $5.08K
|
1.25K
$487K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 2.05% |
$4.12K - $5.08K
|
622
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-12- 1.79% |
$3.8K - $4.69K
|
659
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.23% |
$3.8K - $4.69K
|
5.19K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-12- 1.07% |
$3.8K - $4.69K
|
1.11K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-12- 0.2% |
$3.8K - $4.69K
|
6.04K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 0.7% |
$3.8K - $4.69K
|
1.7K
$663K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-12- 1.81% |
$3.8K - $4.69K
|
652
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-12- 0.38% |
$3.8K - $4.69K
|
3.16K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-12- 1.96% |
$3.8K - $4.69K
|
599
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-11- 1.09% |
$3.48K - $4.3K
|
995
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 35.48% |
$3.48K - $4.3K
|
20
$7.79K
|