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 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-11- 1.62% |
$3.48K - $4.3K
|
669
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-11- 0.4% |
$3.48K - $4.3K
|
2.75K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-11- 4.2% |
$3.48K - $4.3K
|
251
$97.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 0.24% |
$3.48K - $4.3K
|
4.56K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-11- 0.6% |
$3.48K - $4.3K
|
1.82K
$711K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 2.78% |
$3.48K - $4.3K
|
384
$150K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11- 0.25% |
$3.48K - $4.3K
|
4.35K
$1.69M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10- 0.21% |
$3.17K - $3.91K
|
4.85K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10- 0.06% |
$3.17K - $3.91K
|
16.1K
$6.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-10- 0.27% |
$3.17K - $3.91K
|
3.67K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.7% |
$3.17K - $3.91K
|
1.42K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10- 0.66% |
$3.17K - $3.91K
|
1.51K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.86% |
$3.17K - $3.91K
|
1.16K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10- 7.46% |
$3.17K - $3.91K
|
124
$48.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.6% |
$3.17K - $3.91K
|
1.65K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.34% |
$3.17K - $3.91K
|
2.92K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.85% |
$3.17K - $3.91K
|
1.17K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 1.39% |
$3.17K - $3.91K
|
711
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9- 0.23% |
$2.85K - $3.52K
|
3.89K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-9- 0.69% |
$2.85K - $3.52K
|
1.3K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-9- 1.4% |
$2.85K - $3.52K
|
632
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9- 1.34% |
$2.85K - $3.52K
|
663
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9- 1.36% |
$2.85K - $3.52K
|
655
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 1.14% |
$2.85K - $3.52K
|
779
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-9- 1.27% |
$2.85K - $3.52K
|
700
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 2.1% |
$2.85K - $3.52K
|
419
$163K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.0% |
$2.85K - $3.52K
|
66
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9- 0.1% |
$2.85K - $3.52K
|
9.33K
$3.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-9- 1.16% |
$2.85K - $3.52K
|
770
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.23% |
$2.53K - $3.13K
|
3.51K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-8- 0.22% |
$2.53K - $3.13K
|
3.59K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-8- 0.42% |
$2.53K - $3.13K
|
1.91K
$744K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.55% |
$2.53K - $3.13K
|
1.45K
$564K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8- 0.46% |
$2.53K - $3.13K
|
1.74K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7- 0.45% |
$2.22K - $2.74K
|
1.55K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.83% |
$2.22K - $2.74K
|
834
$325K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-7- 0.6% |
$2.22K - $2.74K
|
1.16K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-7- 0.4% |
$2.22K - $2.74K
|
1.72K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.99% |
$1.9K - $2.35K
|
600
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6- 1.15% |
$1.9K - $2.35K
|
514
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6- 0.81% |
$1.9K - $2.35K
|
734
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-6- 0.64% |
$1.9K - $2.35K
|
929
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 1.9% |
$1.9K - $2.35K
|
310
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$1.9K - $2.35K
|
40.7K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.63% |
$1.58K - $1.96K
|
788
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.32% |
$1.58K - $1.96K
|
1.56K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.18% |
$1.58K - $1.96K
|
2.79K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.16% |
$1.58K - $1.96K
|
3.12K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.58K - $1.96K
|
3.69K
$1.44M
|