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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-25- 1.22% |
$8.17K - $10.2K
|
2.03K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-25- 1.46% |
$8.17K - $10.2K
|
1.68K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-25- 0.44% |
$8.17K - $10.2K
|
5.71K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-25- 5.58% |
$8.17K - $10.2K
|
423
$170K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.64% |
$8.17K - $10.2K
|
3.9K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 1.96% |
$8.17K - $10.2K
|
1.25K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-25- 1.98% |
$8.17K - $10.2K
|
1.24K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-25- 0.62% |
$8.17K - $10.2K
|
4.01K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 2.88% |
$8.17K - $10.2K
|
842
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-25- 2.82% |
$8.17K - $10.2K
|
863
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.17% |
$8.17K - $10.2K
|
15.1K
$6.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-25- 0.87% |
$8.17K - $10.2K
|
2.85K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-24- 2.96% |
$7.84K - $9.78K
|
786
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-24- 0.3% |
$7.84K - $9.78K
|
7.86K
$3.16M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-23- 4.88% |
$7.52K - $9.38K
|
448
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-23- 2.84% |
$7.52K - $9.38K
|
786
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-23- 3.23% |
$7.52K - $9.38K
|
689
$277K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22- 1.02% |
$7.19K - $8.97K
|
2.13K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-22- 3.15% |
$7.19K - $8.97K
|
676
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-22- 0.71% |
$7.19K - $8.97K
|
3.08K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 0.15% |
$7.19K - $8.97K
|
15K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-21- 1.59% |
$6.86K - $8.56K
|
1.3K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 1.11% |
$6.86K - $8.56K
|
1.88K
$755K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-21- 2.11% |
$6.86K - $8.56K
|
975
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-21- 1.15% |
$6.86K - $8.56K
|
1.81K
$726K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21- 2.45% |
$6.86K - $8.56K
|
836
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-21- 0.06% |
$6.86K - $8.56K
|
35K
$14.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-21- 0.51% |
$6.86K - $8.56K
|
4.1K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 1.34% |
$6.86K - $8.56K
|
1.55K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-20- 1.31% |
$6.54K - $8.15K
|
1.51K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-20- 1.27% |
$6.54K - $8.15K
|
1.55K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 0.38% |
$6.54K - $8.15K
|
5.24K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20- 2.84% |
$6.54K - $8.15K
|
684
$275K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 2.4% |
$6.54K - $8.15K
|
815
$328K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 10.0% |
$6.54K - $8.15K
|
180
$72.4K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-20- 0.52% |
$6.54K - $8.15K
|
3.85K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.67% |
$6.54K - $8.15K
|
729
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.44% |
$6.54K - $8.15K
|
4.49K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20- 9.76% |
$6.54K - $8.15K
|
185
$74.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-20- 1.85% |
$6.54K - $8.15K
|
1.06K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.11% |
$6.54K - $8.15K
|
18.1K
$7.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-20- 2.61% |
$6.54K - $8.15K
|
746
$300K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-19- 0.73% |
$6.21K - $7.74K
|
2.59K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-19- 2.38% |
$6.21K - $7.74K
|
780
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-19- 2.97% |
$6.21K - $7.74K
|
621
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-19- 0.85% |
$6.21K - $7.74K
|
2.23K
$896K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-19- 2.47% |
$6.21K - $7.74K
|
751
$302K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-18- 0.7% |
$5.88K - $7.34K
|
2.55K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 2.77% |
$5.88K - $7.34K
|
631
$254K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18- 0.37% |
$5.88K - $7.34K
|
4.79K
$1.93M
|