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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.18% |
$1.58K - $1.96K
|
2.79K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.16% |
$1.58K - $1.96K
|
3.12K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.14% |
$1.58K - $1.96K
|
3.69K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.2% |
$1.58K - $1.96K
|
410
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
10.7K
$4.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
11K
$4.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$1.58K - $1.96K
|
9.35K
$3.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.01% |
$1.58K - $1.96K
|
49.5K
$20.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 3.52% |
$1.58K - $1.96K
|
137
$55.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.35% |
$1.58K - $1.96K
|
1.41K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.24% |
$1.58K - $1.96K
|
2.11K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.28% |
$1.27K - $1.56K
|
1.43K
$580K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4- 0.61% |
$1.27K - $1.56K
|
648
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4- 0.2% |
$1.27K - $1.56K
|
2K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 10.53% |
$1.27K - $1.56K
|
34
$13.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.1% |
$950 - $1.17K
|
3.04K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-3- 0.4% |
$950 - $1.17K
|
743
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3- 0.09% |
$950 - $1.17K
|
3.41K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.28% |
$950 - $1.17K
|
1.06K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3- 0.18% |
$950 - $1.17K
|
1.64K
$666K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 2.5% |
$950 - $1.17K
|
117
$47.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$634 - $782
|
721
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.04% |
$634 - $782
|
5.3K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2- 0.3% |
$634 - $782
|
675
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2- 0.06% |
$634 - $782
|
3.34K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2- 0.13% |
$634 - $782
|
1.55K
$627K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2- 0.03% |
$634 - $782
|
7.76K
$3.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2- 0.16% |
$634 - $782
|
1.24K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2- 0.13% |
$634 - $782
|
1.57K
$637K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.07% |
$634 - $782
|
2.94K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 1.82% |
$634 - $782
|
108
$43.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.17% |
$634 - $782
|
1.16K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 0.23% |
$634 - $782
|
862
$350K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-1- 3.03% |
$317 - $391
|
32
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.05K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1- 0.16% |
$317 - $391
|
629
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1- 0.09% |
$317 - $391
|
1.16K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.95K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$317 - $391
|
848
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.43K
$581K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-1- 0.03% |
$317 - $391
|
3.1K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.07% |
$317 - $391
|
1.37K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-1- 0.04% |
$317 - $391
|
2.83K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1- 0.02% |
$317 - $391
|
4.03K
$1.63M
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1M- 99.99% |
$321M - $379M
|
100
$40.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-186K- 98.05% |
$59.9M - $70.7M
|
3.7K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-169K- 71.8% |
$54.3M - $64M
|
66.3K
$26.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-63.4K- 30.34% |
$20.4M - $24M
|
146K
$59M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 88.27% |
$20.1M - $23.7M
|
8.3K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-26.9K- 0.15% |
$8.65M - $10.2M
|
17.7M
$7.19B
|
|