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 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-18- 2.45% |
$5.88K - $7.34K
|
718
$289K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-18- 1.07% |
$5.88K - $7.34K
|
1.66K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-18- 2.19% |
$5.88K - $7.34K
|
805
$324K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-17- 0.4% |
$5.55K - $6.93K
|
4.23K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-17- 0.19% |
$5.55K - $6.93K
|
8.89K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 4.91% |
$5.55K - $6.93K
|
329
$132K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-17- 0.6% |
$5.55K - $6.93K
|
2.84K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.64% |
$5.55K - $6.93K
|
2.63K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-17- 2.34% |
$5.55K - $6.93K
|
711
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 2.0% |
$5.55K - $6.93K
|
835
$336K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-16- 1.67% |
$5.23K - $6.52K
|
942
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16- 0.42% |
$5.23K - $6.52K
|
3.78K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-16- 17.39% |
$5.23K - $6.52K
|
76
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-15- 0.36% |
$4.9K - $6.11K
|
4.15K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.14% |
$4.9K - $6.11K
|
685
$275K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-15- 0.65% |
$4.9K - $6.11K
|
2.3K
$924K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 2.01% |
$4.9K - $6.11K
|
731
$294K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-15- 1.69% |
$4.9K - $6.11K
|
872
$351K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.71% |
$4.9K - $6.11K
|
2.1K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-15- 0.65% |
$4.9K - $6.11K
|
2.3K
$926K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-15- 0.05% |
$4.9K - $6.11K
|
33.3K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-15- 0.22% |
$4.9K - $6.11K
|
6.81K
$2.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-15- 1.41% |
$4.9K - $6.11K
|
1.05K
$421K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-14- 0.14% |
$4.57K - $5.71K
|
9.85K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-14- 0.69% |
$4.57K - $5.71K
|
2.03K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-14- 2.16% |
$4.57K - $5.71K
|
633
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 2.01% |
$4.57K - $5.71K
|
683
$275K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-13- 0.67% |
$4.25K - $5.3K
|
1.91K
$770K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-13- 0.45% |
$4.25K - $5.3K
|
2.86K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 2.31% |
$4.25K - $5.3K
|
550
$221K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12- 0.25% |
$3.92K - $4.89K
|
4.79K
$1.93M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-11- 1.67% |
$3.59K - $4.48K
|
646
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11- 0.91% |
$3.59K - $4.48K
|
1.2K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.41% |
$3.27K - $4.08K
|
2.43K
$979K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10- 1.44% |
$3.27K - $4.08K
|
686
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.11% |
$3.27K - $4.08K
|
9.22K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-10- 0.24% |
$3.27K - $4.08K
|
4.23K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$3.27K - $4.08K
|
2.63K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-9- 0.02% |
$2.94K - $3.67K
|
41.8K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9- 0.01% |
$2.94K - $3.67K
|
79K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 1.23% |
$2.94K - $3.67K
|
721
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 12.16% |
$2.94K - $3.67K
|
65
$26.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 1.82% |
$2.94K - $3.67K
|
485
$195K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.64% |
$2.61K - $3.26K
|
1.24K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 2.09% |
$2.61K - $3.26K
|
374
$150K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.49% |
$2.61K - $3.26K
|
1.62K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.85% |
$2.61K - $3.26K
|
930
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8- 0.6% |
$2.61K - $3.26K
|
1.33K
$533K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.73% |
$2.29K - $2.85K
|
951
$382K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-7- 0.88% |
$2.29K - $2.85K
|
790
$318K
|