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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-13.9K- 4.98% |
$4.48M - $5.29M
|
266K
$104M
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-9K- 60.24% |
$2.89M - $3.41M
|
5.94K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.72K- 80.15% |
$1.52M - $1.79M
|
1.17K
$455K
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-4.05K- 36.04% |
$1.3M - $1.54M
|
7.19K
$2.8M
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-2.92K- 3.66% |
$937K - $1.11M
|
76.7K
$29.9M
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
SELL
|
- |
-2K- 50.0% |
$643K - $759K
|
2K
$779K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.98K- 64.46% |
$637K - $752K
|
1.09K
$426K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.62K- 64.49% |
$521K - $614K
|
892
$348K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.51K- 16.98% |
$484K - $572K
|
7.37K
$2.87M
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 2.68% |
$450K - $531K
|
50.9K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 3.72% |
$450K - $531K
|
36.2K
$14.1M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.39K- 99.5% |
$447K - $528K
|
7
$2.73K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-875- 1.57% |
$281K - $332K
|
54.8K
$21.4M
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-856- 47.53% |
$275K - $325K
|
945
$368K
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-753- 53.79% |
$242K - $286K
|
647
$252K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-738- 61.76% |
$237K - $280K
|
457
$178K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-682- 37.33% |
$219K - $259K
|
1.15K
$446K
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-619- 42.72% |
$199K - $235K
|
830
$323K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-563Closed |
$181K - $214K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-550- 8.1% |
$177K - $209K
|
6.24K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-521- 15.06% |
$167K - $198K
|
2.94K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-451- 2.37% |
$145K - $171K
|
18.6K
$7.23M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-449- 2.29% |
$144K - $170K
|
19.2K
$7.47M
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-440- 13.97% |
$141K - $167K
|
2.71K
$1.06M
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-426- 37.73% |
$137K - $162K
|
703
$274K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-425- 16.06% |
$137K - $161K
|
2.22K
$866K
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-405- 3.02% |
$130K - $154K
|
13K
$5.07M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-405- 4.45% |
$130K - $154K
|
8.69K
$3.39M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-404- 28.29% |
$130K - $153K
|
1.02K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 10.81% |
$129K - $152K
|
3.3K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-377- 2.1% |
$121K - $143K
|
17.6K
$6.85M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-375- 0.23% |
$121K - $142K
|
160K
$62.4M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-357- 15.3% |
$115K - $135K
|
1.98K
$770K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-346- 0.87% |
$111K - $131K
|
39.5K
$15.4M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-344- 7.61% |
$111K - $130K
|
4.18K
$1.63M
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-322- 6.41% |
$104K - $122K
|
4.7K
$1.83M
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-300- 19.11% |
$96.4K - $114K
|
1.27K
$495K
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-288- 18.41% |
$92.6K - $109K
|
1.28K
$497K
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 7.69% |
$80.4K - $94.8K
|
3K
$1.17M
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-250- 25.0% |
$80.4K - $94.8K
|
750
$292K
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-250- 1.39% |
$80.4K - $94.8K
|
17.7K
$6.9M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-243- 9.8% |
$78.1K - $92.2K
|
2.24K
$872K
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-222- 33.84% |
$71.4K - $84.2K
|
434
$169K
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-220- 1.51% |
$70.7K - $83.4K
|
14.3K
$5.58M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 12.7% |
$67.5K - $79.7K
|
1.44K
$562K
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 11.76% |
$64.3K - $75.9K
|
1.5K
$584K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-193- 11.78% |
$62K - $73.2K
|
1.45K
$563K
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-193- 6.46% |
$62K - $73.2K
|
2.79K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-183- 15.5% |
$58.8K - $69.4K
|
998
$389K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-178- 9.55% |
$57.2K - $67.5K
|
1.69K
$657K
|