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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-183- 15.5% |
$58.8K - $69.4K
|
998
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-178- 9.55% |
$57.2K - $67.5K
|
1.69K
$684K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-175- 8.18% |
$56.3K - $66.4K
|
1.96K
$797K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-170- 18.38% |
$54.6K - $64.5K
|
755
$306K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-169- 51.06% |
$54.3K - $64.1K
|
162
$65.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-167- 6.33% |
$53.7K - $63.3K
|
2.47K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-156- 3.51% |
$50.1K - $59.2K
|
4.29K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-148- 8.25% |
$47.6K - $56.1K
|
1.65K
$668K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-147- 4.74% |
$47.3K - $55.8K
|
2.95K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-136- 8.26% |
$43.7K - $51.6K
|
1.51K
$613K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-135- 2.62% |
$43.4K - $51.2K
|
5.02K
$2.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-135- 6.25% |
$43.4K - $51.2K
|
2.03K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 16.56% |
$40.2K - $47.4K
|
630
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-110- 9.49% |
$35.4K - $41.7K
|
1.05K
$426K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-106- 5.82% |
$34.1K - $40.2K
|
1.72K
$696K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 9.96% |
$32.1K - $37.9K
|
904
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-100- 3.07% |
$32.1K - $37.9K
|
3.16K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 2.09% |
$32.1K - $37.9K
|
4.69K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-100- 4.59% |
$32.1K - $37.9K
|
2.08K
$843K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-100- 2.3% |
$32.1K - $37.9K
|
4.25K
$1.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 7.84% |
$32.1K - $37.9K
|
1.18K
$477K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.29% |
$32.1K - $37.9K
|
4.27K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 51.61% |
$25.7K - $30.3K
|
75
$30.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-80- 0.83% |
$25.7K - $30.3K
|
9.54K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-77- 2.07% |
$24.8K - $29.2K
|
3.64K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-77- 2.23% |
$24.8K - $29.2K
|
3.37K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-73- 0.96% |
$23.5K - $27.7K
|
7.52K
$3.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-73- 1.7% |
$23.5K - $27.7K
|
4.22K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-70- 1.89% |
$22.5K - $26.6K
|
3.64K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-67- 6.21% |
$21.5K - $25.4K
|
1.01K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 0.6% |
$21.2K - $25K
|
10.9K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-65- 0.65% |
$20.9K - $24.7K
|
9.95K
$4.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-60- 4.33% |
$19.3K - $22.8K
|
1.33K
$538K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 1.08% |
$17.7K - $20.9K
|
5.02K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
SELL
|
- |
-54- 5.57% |
$17.4K - $20.5K
|
915
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-52- 33.55% |
$16.7K - $19.7K
|
103
$41.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-51- 18.09% |
$16.4K - $19.3K
|
231
$93.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 2.38% |
$16.1K - $19K
|
2.06K
$834K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-50- 0.12% |
$16.1K - $19K
|
42.3K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-48- 0.19% |
$15.4K - $18.2K
|
25.4K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-46- 15.54% |
$14.8K - $17.4K
|
250
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-42- 22.11% |
$13.5K - $15.9K
|
148
$60K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-40- 0.73% |
$12.9K - $15.2K
|
5.46K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-40- 1.46% |
$12.9K - $15.2K
|
2.69K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-40- 5.89% |
$12.9K - $15.2K
|
639
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-39- 0.49% |
$12.5K - $14.8K
|
7.92K
$3.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-38- 6.7% |
$12.2K - $14.4K
|
529
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-32- 1.6% |
$10.3K - $12.1K
|
1.96K
$797K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 9.58% |
$10.3K - $12.1K
|
302
$123K
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 3.59% |
$10.3K - $12.1K
|
860
$349K
|